Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTJ (Invesco Van Kampen Trust for Investment Grade New Jersey Municipals) | NA | 22.95% | 12.71% | 9.73% | 6.78% | 7.10% | 7.35% | … | … |
Data as of 10/12/2012, Common starting date is 05/13/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTJ (Invesco Van Kampen Trust for Investment Grade New Jersey Municipals) | 05/13/1992 | 10/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | 22.95 | 12.71 | 9.73 | 6.78 | 7.10 | 7.35 | … | … | 11.56 | 18.41 | 6.48 | 44.34 | -19.70 | -3.44 | 4.11 | 7.27 | 4.08 | 5.85 | 15.61 | 16.48 | 11.34 | -19.46 | 13.72 | 20.75 | 2.92 | 25.68 | -13.81 | 14.04 | 6.25 |
| Sharpe Ratio | NA | 2.10 | 0.99 | 0.54 | 0.39 | NA | NA | … | … | 1.36 | 1.43 | 0.47 | 2.67 | -0.77 | -0.62 | 0.09 | 0.58 | 0.26 | 0.60 | 1.31 | 1.56 | 0.72 | -2.95 | 0.66 | -2.30 | -0.04 | 1.56 | -0.86 | 0.79 | 0.56 |
| Standard Deviation(%) | NA | 10.91 | 12.72 | 17.48 | 14.33 | NA | NA | … | … | 10.92 | 12.85 | 13.48 | 16.54 | 26.77 | 10.46 | 8.95 | 8.80 | 12.15 | 8.64 | 11.05 | 9.22 | 10.13 | 7.68 | 15.86 | 14.92 | 13.16 | 13.97 | 19.40 | 15.12 | 13.93 |
| Draw Down(%) | NA | 6.96 | 17.00 | 37.80 | 37.80 | NA | NA | … | … | 6.96 | 9.06 | 11.13 | 11.48 | 37.80 | 11.13 | 9.11 | 8.74 | 16.60 | 9.14 | 9.51 | 6.02 | 9.25 | 20.47 | 7.20 | 5.13 | 6.42 | 4.17 | 26.27 | 7.07 | 6.68 |
| Yield(%) | 2.00 | 9.54 | 7.89 | 6.79 | 5.95 | 6.24 | 6.62 | … | … | 7.14 | 7.11 | 6.92 | 7.93 | 5.52 | 4.88 | 5.45 | 6.28 | 6.74 | 6.18 | 7.55 | 5.67 | 6.66 | 5.18 | 5.88 | 6.16 | 6.04 | 7.04 | 5.71 | 6.56 | 4.49 |
Data as of 10/12/2012, Common starting date is 05/13/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTJ (Invesco Van Kampen Trust for Investment Grade New Jersey Municipals) |
-6.89%
Dec 2005 – Dec 2008 |
-2.73%
Nov 2003 – Nov 2008 |
1.17%
Nov 1998 – Nov 2008 |
3.59%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTJ (Invesco Van Kampen Trust for Investment Grade New Jersey Municipals) |
22.84%
Nov 2008 – Nov 2011 |
10.99%
Sep 1994 – Sep 1999 |
9.32%
Nov 1994 – Nov 2004 |
7.81%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart