Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLFAX (Invesco Van Kampen Leaders A) | NA | 25.99% | 13.70% | 6.28% | NA | NA | NA | … | … |
Data as of 07/12/2013, Common starting date is 03/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLFAX (Invesco Van Kampen Leaders A) | 03/06/2006 | 07/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.82 | 25.99 | 13.70 | 6.28 | NA | NA | NA | … | … | 13.89 | 15.41 | -3.39 | 11.22 | 28.94 | -37.14 | 5.24 | 12.72 |
| Sharpe Ratio | NA | 2.41 | 0.85 | 0.26 | NA | NA | NA | … | … | 2.53 | 1.32 | -0.16 | 0.67 | 1.19 | -1.08 | 0.16 | 1.36 |
| Standard Deviation(%) | NA | 10.78 | 16.08 | 23.17 | NA | NA | NA | … | … | 11.03 | 11.76 | 21.85 | 16.73 | 24.31 | 35.08 | 13.90 | 9.02 |
| Draw Down(%) | NA | 6.08 | 20.79 | 45.65 | NA | NA | NA | … | … | 6.08 | 10.23 | 20.79 | 14.70 | 24.93 | 48.09 | 9.10 | 9.25 |
| Yield(%) | 0.00 | 0.94 | 1.64 | 2.22 | 1.53 | 1.02 | 0.76 | … | … | 0.33 | 1.37 | 1.80 | 1.67 | 2.16 | 4.65 | 2.26 | 1.32 |
Data as of 07/12/2013, Common starting date is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLFAX (Invesco Van Kampen Leaders A) |
-10.95%
Apr 2006 – Apr 2009 |
-2.93%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLFAX (Invesco Van Kampen Leaders A) |
22.20%
Feb 2009 – Feb 2012 |
4.70%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart