Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBAX (AIM Large Cap Basic Value A) | NA | 26.15% | -3.41% | -2.21% | 0.09% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 11/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBAX (AIM Large Cap Basic Value A) | 11/27/2000 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.15 | -3.41 | -2.21 | 0.09 | NA | NA | … | … | 6.08 | 8.55 | 44.87 | -52.00 | 0.23 | 13.56 | 6.30 | 9.05 | 32.02 | -23.20 | 1.24 | 3.43 |
| Sharpe Ratio | NA | 1.68 | -0.11 | -0.11 | -0.05 | NA | NA | … | … | 1.22 | 0.41 | 1.21 | -1.06 | -0.17 | 0.96 | 0.41 | 0.67 | 1.75 | -0.85 | -0.06 | 2.52 |
| Standard Deviation(%) | NA | 15.52 | 37.39 | 31.37 | 25.90 | NA | NA | … | … | 12.04 | 20.72 | 37.07 | 49.77 | 16.12 | 10.71 | 9.96 | 12.08 | 17.93 | 28.45 | 18.97 | 16.10 |
| Draw Down(%) | NA | 10.30 | 62.28 | 69.26 | 69.26 | NA | NA | … | … | 6.98 | 21.03 | 33.71 | 63.06 | 12.66 | 9.60 | 6.91 | 11.60 | 16.75 | 38.58 | 22.85 | 3.76 |
| Yield(%) | 0.00 | 0.93 | 0.63 | 3.30 | 1.86 | 1.41 | 1.06 | … | … | 0.00 | 0.83 | 0.66 | 0.80 | 8.57 | 5.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.51 |
Data as of 06/07/2011, Common starting date is 11/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBAX (AIM Large Cap Basic Value A) |
-25.30%
Feb 2006 – Feb 2009 |
-13.78%
Feb 2004 – Feb 2009 |
0.21%
May 2001 – May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBAX (AIM Large Cap Basic Value A) |
20.02%
Mar 2003 – Mar 2006 |
14.58%
Sep 2002 – Sep 2007 |
1.01%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart