Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDCBX (AIM Mid Cap Basic Value B) | NA | 29.84% | 9.13% | 6.29% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 11/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDCBX (AIM Mid Cap Basic Value B) | 11/08/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.84 | 9.13 | 6.29 | NA | NA | NA | … | … | 8.58 | 18.34 | 82.08 | -51.65 | 8.39 | 7.61 | 9.56 | 7.79 |
| Sharpe Ratio | NA | 1.83 | 0.22 | 0.16 | NA | NA | NA | … | … | 1.77 | 0.83 | 2.20 | -1.09 | 0.33 | 0.36 | 0.68 | 7.81 |
| Standard Deviation(%) | NA | 16.22 | 37.09 | 31.30 | NA | NA | NA | … | … | 11.91 | 21.90 | 37.22 | 48.27 | 16.25 | 11.94 | 10.79 | 8.35 |
| Draw Down(%) | NA | 11.18 | 58.01 | 66.28 | NA | NA | NA | … | … | 5.26 | 21.33 | 26.97 | 62.84 | 13.66 | 12.26 | 7.35 | 1.22 |
| Yield(%) | 0.00 | 0.00 | 2.76 | 6.09 | 3.50 | 2.33 | 1.75 | … | … | 0.00 | 0.00 | 0.00 | 7.37 | 10.31 | 13.02 | 0.00 | 0.00 |
Data as of 06/07/2011, Common starting date is 11/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCBX (AIM Mid Cap Basic Value B) |
-21.31%
Feb 2006 – Feb 2009 |
0.95%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCBX (AIM Mid Cap Basic Value B) |
9.67%
Mar 2008 – Mar 2011 |
6.71%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart