Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLFIX (Invesco Van Kampen Leaders Y) | NA | 26.23% | 13.96% | 6.50% | 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 |
|---|---|---|
| VLFIX (Invesco Van Kampen Leaders Y) | 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 | 26.23 | 13.96 | 6.50 | NA | NA | NA | … | … | 13.96 | 15.68 | -3.13 | 11.48 | 29.23 | -36.99 | 5.49 | 12.80 |
| Sharpe Ratio | NA | 2.44 | 0.87 | 0.27 | NA | NA | NA | … | … | 2.57 | 1.35 | -0.15 | 0.68 | 1.20 | -1.08 | 0.18 | 1.37 |
| Standard Deviation(%) | NA | 10.71 | 16.02 | 23.18 | NA | NA | NA | … | … | 10.94 | 11.69 | 21.69 | 16.82 | 24.36 | 35.16 | 13.91 | 9.04 |
| Draw Down(%) | NA | 6.07 | 20.68 | 45.53 | NA | NA | NA | … | … | 6.07 | 10.23 | 20.68 | 14.63 | 24.78 | 48.00 | 9.02 | 9.24 |
| Yield(%) | 0.00 | 1.15 | 1.90 | 2.43 | 1.68 | 1.12 | 0.84 | … | … | 0.39 | 1.63 | 2.06 | 1.91 | 2.40 | 4.84 | 2.50 | 1.50 |
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 |
|---|---|---|---|---|
| VLFIX (Invesco Van Kampen Leaders Y) |
-10.73%
Apr 2006 – Apr 2009 |
-2.71%
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 |
|---|---|---|---|---|
| VLFIX (Invesco Van Kampen Leaders Y) |
22.46%
Feb 2009 – Feb 2012 |
4.92%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart