Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKUAX (Van Kampen Utility A) | NA | 22.57% | -5.06% | 2.87% | 3.01% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKUAX (Van Kampen Utility A) | 06/21/1996 | 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 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.57 | -5.06 | 2.87 | 3.01 | NA | NA | … | … | 8.85 | 3.07 | 10.08 | -32.14 | 18.11 | 19.58 | 15.06 | 20.13 | 18.78 | -18.01 | -21.39 | 20.68 | 14.47 | 18.00 | 25.96 | 10.68 |
| Sharpe Ratio | NA | 2.01 | -0.20 | 0.08 | 0.09 | NA | NA | … | … | 2.30 | 0.22 | 0.51 | -0.91 | 0.91 | 1.63 | 1.00 | 2.07 | 1.43 | -0.88 | -1.38 | 0.88 | 0.75 | 1.24 | -3.21 | 1.79 |
| Standard Deviation(%) | NA | 11.20 | 24.49 | 21.32 | 18.44 | NA | NA | … | … | 9.50 | 13.82 | 19.58 | 36.36 | 16.72 | 10.05 | 12.88 | 9.26 | 12.66 | 21.64 | 17.49 | 18.93 | 15.03 | 11.79 | 9.09 | 9.90 |
| Draw Down(%) | NA | 6.01 | 45.08 | 47.32 | 47.32 | NA | NA | … | … | 5.63 | 9.60 | 22.96 | 40.26 | 11.26 | 5.45 | 11.49 | 7.68 | 14.14 | 31.72 | 25.64 | 14.03 | 8.51 | 8.88 | 7.90 | 5.70 |
| Yield(%) | 0.00 | 3.02 | 2.64 | 2.94 | 3.02 | 6.42 | 4.81 | … | … | 0.00 | 3.76 | 2.94 | 3.57 | 1.79 | 2.60 | 3.13 | 4.09 | 4.07 | 2.80 | 5.57 | 10.99 | 7.64 | 4.01 | 19.94 | 4.70 |
Data as of 06/07/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKUAX (Van Kampen Utility A) |
-12.75%
Mar 2000 – Mar 2003 |
-1.50%
Mar 1998 – Mar 2003 |
0.79%
Sep 2000 – Sep 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKUAX (Van Kampen Utility A) |
25.38%
Aug 1997 – Aug 2000 |
19.55%
Oct 2002 – Oct 2007 |
11.75%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart