Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBRX (AIM Large Cap Basic Value R) | NA | 26.07% | -3.89% | -5.27% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBRX (AIM Large Cap Basic Value R) | 07/23/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.07 | -3.89 | -5.27 | NA | NA | NA | … | … | 6.12 | 9.15 | 44.04 | -52.81 | -8.29 | 7.51 | 6.03 | 9.00 | 31.73 | 7.59 |
| Sharpe Ratio | NA | 1.67 | -0.12 | -0.20 | NA | NA | NA | … | … | 1.23 | 0.44 | 1.18 | -1.08 | -0.60 | 0.36 | 0.39 | 0.67 | 1.72 | 0.47 |
| Standard Deviation(%) | NA | 15.57 | 37.48 | 31.89 | NA | NA | NA | … | … | 12.06 | 20.83 | 37.15 | 49.79 | 18.94 | 11.91 | 10.01 | 12.03 | 18.04 | 35.81 |
| Draw Down(%) | NA | 10.18 | 62.86 | 72.32 | NA | NA | NA | … | … | 6.95 | 21.02 | 33.80 | 63.20 | 18.15 | 9.61 | 6.87 | 11.71 | 16.85 | 26.42 |
| Yield(%) | 0.00 | 0.64 | 0.35 | 0.18 | 0.15 | 0.10 | 0.07 | … | … | 0.00 | 1.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/07/2011, Common starting date is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBRX (AIM Large Cap Basic Value R) |
-29.19%
Feb 2006 – Feb 2009 |
-16.56%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBRX (AIM Large Cap Basic Value R) |
19.80%
Mar 2003 – Mar 2006 |
13.14%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart