Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKUBX (Van Kampen Utility B) | NA | 22.13% | -5.63% | 2.19% | 2.14% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKUBX (Van Kampen Utility B) | 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 | 22.13 | -5.63 | 2.19 | 2.14 | NA | NA | … | … | 8.95 | 2.38 | 9.23 | -32.68 | 17.27 | 18.66 | 14.48 | 19.18 | 16.87 | -19.23 | -21.98 | 19.80 | 13.61 | 17.14 | 24.93 | 10.30 |
| Sharpe Ratio | NA | 1.97 | -0.23 | 0.05 | 0.04 | NA | NA | … | … | 2.33 | 0.17 | 0.47 | -0.92 | 0.86 | 1.52 | 0.96 | 1.97 | 1.28 | -0.94 | -1.41 | 0.83 | 0.70 | 1.17 | -3.32 | 1.77 |
| Standard Deviation(%) | NA | 11.20 | 24.49 | 21.32 | 18.44 | NA | NA | … | … | 9.47 | 13.85 | 19.54 | 36.37 | 16.71 | 10.14 | 12.89 | 9.25 | 12.66 | 21.69 | 17.43 | 18.91 | 14.94 | 11.81 | 9.08 | 9.59 |
| Draw Down(%) | NA | 6.04 | 45.38 | 47.81 | 47.81 | NA | NA | … | … | 5.45 | 9.85 | 23.07 | 40.59 | 11.38 | 5.51 | 11.56 | 7.80 | 14.59 | 32.31 | 26.17 | 14.08 | 8.60 | 9.15 | 8.03 | 5.58 |
| Yield(%) | 0.00 | 2.42 | 2.18 | 2.27 | 2.33 | 5.50 | 4.13 | … | … | 0.00 | 3.07 | 2.30 | 2.94 | 1.03 | 2.01 | 2.65 | 3.31 | 2.40 | 1.36 | 4.94 | 10.32 | 6.91 | 3.26 | 19.17 | 4.14 |
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 |
|---|---|---|---|---|
| VKUBX (Van Kampen Utility B) |
-13.84%
Mar 2000 – Mar 2003 |
-2.54%
Mar 1998 – Mar 2003 |
-0.10%
Sep 2000 – Sep 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKUBX (Van Kampen Utility B) |
24.44%
Aug 1997 – Aug 2000 |
18.40%
Oct 2002 – Oct 2007 |
10.76%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart