Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKL (Invesco Van Kampen Select Sector Municipal Trust) | NA | 25.69% | 14.15% | 8.90% | 7.09% | 8.59% | NA | … | … |
Data as of 10/12/2012, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKL (Invesco Van Kampen Select Sector Municipal Trust) | 08/18/1995 | 10/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 25.69 | 14.15 | 8.90 | 7.09 | 8.59 | NA | … | … | 11.74 | 21.84 | 4.43 | 70.03 | -34.13 | -5.53 | 12.55 | 5.45 | 2.86 | 6.20 | 15.59 | 13.38 | 19.39 | -11.74 | 21.88 | 30.40 | 13.29 | 7.47 |
| Sharpe Ratio | NA | 2.35 | 1.05 | 0.41 | 0.35 | NA | NA | … | … | 1.37 | 1.77 | 0.28 | 3.05 | -1.04 | -0.86 | 1.40 | 0.39 | 0.18 | 0.63 | 1.48 | 1.06 | 1.27 | -1.28 | 1.66 | -1.61 | 0.53 | 0.89 |
| Standard Deviation(%) | NA | 10.92 | 13.44 | 21.15 | 16.40 | NA | NA | … | … | 11.07 | 12.31 | 15.42 | 22.96 | 33.75 | 9.96 | 6.62 | 8.34 | 10.79 | 8.77 | 9.81 | 10.63 | 12.06 | 11.73 | 11.18 | 15.35 | 18.43 | 20.35 |
| Draw Down(%) | NA | 7.19 | 20.59 | 52.83 | 52.83 | NA | NA | … | … | 7.19 | 9.18 | 17.47 | 15.85 | 52.83 | 13.86 | 4.53 | 6.15 | 15.57 | 10.71 | 9.35 | 6.64 | 5.18 | 15.12 | 6.30 | 5.17 | 7.78 | 5.66 |
| Yield(%) | 0.83 | 8.62 | 8.17 | 6.61 | 6.18 | 7.58 | 8.19 | … | … | 6.06 | 7.96 | 7.68 | 9.72 | 5.73 | 5.17 | 5.53 | 6.82 | 6.21 | 6.73 | 7.35 | 6.08 | 7.11 | 5.91 | 6.66 | 8.00 | 8.32 | 2.94 |
Data as of 10/12/2012, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKL (Invesco Van Kampen Select Sector Municipal Trust) |
-11.19%
Dec 2005 – Dec 2008 |
-5.35%
Dec 2003 – Dec 2008 |
1.09%
Dec 1998 – Dec 2008 |
8.46%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKL (Invesco Van Kampen Select Sector Municipal Trust) |
29.33%
Dec 2008 – Dec 2011 |
15.82%
Jun 1996 – Jun 2001 |
12.03%
Sep 1995 – Sep 2005 |
10.25%
Sep 1995 – Sep 2010 |
Annualized Rolling Returns Comparison Chart