Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBCX (AIM Large Cap Basic Value C) | NA | 25.80% | -4.01% | -2.86% | -0.58% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 11/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBCX (AIM Large Cap Basic Value C) | 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 | 25.80 | -4.01 | -2.86 | -0.58 | NA | NA | … | … | 6.25 | 7.73 | 43.91 | -52.45 | -0.54 | 12.73 | 5.57 | 8.44 | 31.13 | -23.74 | 0.58 | 3.36 |
| Sharpe Ratio | NA | 1.66 | -0.12 | -0.13 | -0.07 | NA | NA | … | … | 1.25 | 0.37 | 1.18 | -1.07 | -0.22 | 0.89 | 0.34 | 0.62 | 1.70 | -0.87 | -0.09 | 2.46 |
| Standard Deviation(%) | NA | 15.51 | 37.39 | 31.35 | 25.89 | NA | NA | … | … | 12.07 | 20.75 | 37.16 | 49.61 | 16.11 | 10.69 | 10.00 | 12.12 | 17.94 | 28.46 | 18.94 | 16.07 |
| Draw Down(%) | NA | 10.24 | 62.49 | 69.65 | 69.65 | NA | NA | … | … | 7.02 | 21.14 | 33.82 | 63.30 | 12.88 | 9.65 | 6.90 | 11.88 | 16.91 | 38.82 | 23.05 | 3.76 |
| Yield(%) | 0.00 | 0.02 | 0.01 | 2.96 | 1.61 | 1.22 | 0.91 | … | … | 0.00 | 0.02 | 0.00 | 0.00 | 8.69 | 5.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 |
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 |
|---|---|---|---|---|
| LCBCX (AIM Large Cap Basic Value C) |
-25.86%
Feb 2006 – Feb 2009 |
-14.41%
Feb 2004 – Feb 2009 |
-0.50%
Jan 2001 – Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBCX (AIM Large Cap Basic Value C) |
19.20%
Mar 2003 – Mar 2006 |
13.78%
Sep 2002 – Sep 2007 |
0.28%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart