Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCINX (AIM Large Cap Basic Value Inv) | NA | 26.24% | -3.43% | -2.22% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 10/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCINX (AIM Large Cap Basic Value Inv) | 10/20/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.24 | -3.43 | -2.22 | NA | NA | NA | … | … | 6.06 | 8.53 | 44.95 | -52.04 | 0.23 | 13.53 | 6.37 | 9.22 | 8.51 |
| Sharpe Ratio | NA | 1.69 | -0.11 | -0.11 | NA | NA | NA | … | … | 1.24 | 0.41 | 1.21 | -1.06 | -0.17 | 0.96 | 0.42 | 0.69 | 4.85 |
| Standard Deviation(%) | NA | 15.46 | 37.36 | 31.34 | NA | NA | NA | … | … | 11.87 | 20.76 | 37.05 | 49.76 | 16.10 | 10.75 | 9.98 | 11.99 | 10.36 |
| Draw Down(%) | NA | 10.28 | 62.26 | 69.25 | NA | NA | NA | … | … | 6.88 | 20.99 | 33.66 | 63.07 | 12.64 | 9.59 | 6.83 | 11.59 | 2.25 |
| Yield(%) | 0.00 | 0.93 | 0.63 | 3.30 | 2.12 | 1.41 | 1.06 | … | … | 0.00 | 0.83 | 0.66 | 0.80 | 8.55 | 5.84 | 0.00 | 0.00 | 0.00 |
Data as of 06/07/2011, Common starting date is 10/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCINX (AIM Large Cap Basic Value Inv) |
-25.27%
Feb 2006 – Feb 2009 |
-13.74%
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 |
|---|---|---|---|---|
| LCINX (AIM Large Cap Basic Value Inv) |
12.39%
Oct 2004 – Oct 2007 |
-1.48%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart