Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLFCX (Invesco Van Kampen Leaders C) | NA | 25.50% | 12.90% | 5.46% | 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 |
|---|---|---|
| VLFCX (Invesco Van Kampen Leaders C) | 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 (%) | 3.04 | 25.50 | 12.90 | 5.46 | NA | NA | NA | … | … | 13.86 | 14.48 | -4.40 | 10.39 | 28.04 | -37.72 | 4.45 | 12.00 |
| Sharpe Ratio | NA | 2.37 | 0.80 | 0.23 | NA | NA | NA | … | … | 2.55 | 1.25 | -0.20 | 0.61 | 1.15 | -1.10 | 0.10 | 1.26 |
| Standard Deviation(%) | NA | 10.72 | 16.00 | 23.16 | NA | NA | NA | … | … | 10.91 | 11.69 | 21.68 | 16.77 | 24.37 | 35.12 | 13.84 | 9.02 |
| Draw Down(%) | NA | 6.16 | 21.01 | 45.96 | NA | NA | NA | … | … | 6.16 | 10.36 | 21.01 | 14.87 | 24.96 | 48.44 | 9.11 | 9.35 |
| Yield(%) | 0.00 | 0.30 | 1.13 | 1.73 | 1.10 | 0.73 | 0.55 | … | … | 0.13 | 0.56 | 1.46 | 1.36 | 1.35 | 4.02 | 1.49 | 0.75 |
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 |
|---|---|---|---|---|
| VLFCX (Invesco Van Kampen Leaders C) |
-11.62%
Apr 2006 – Apr 2009 |
-3.75%
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 |
|---|---|---|---|---|
| VLFCX (Invesco Van Kampen Leaders C) |
21.15%
Feb 2009 – Feb 2012 |
3.85%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart