Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDCRX (AIM Mid Cap Basic Value R) | NA | 30.47% | 3.77% | -1.22% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDCRX (AIM Mid Cap Basic Value R) | 06/17/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.47 | 3.77 | -1.22 | NA | NA | NA | … | … | 8.80 | 18.98 | 82.83 | -58.81 | -1.31 | -4.78 | 10.14 | 7.64 |
| Sharpe Ratio | NA | 1.86 | 0.08 | -0.07 | NA | NA | NA | … | … | 1.83 | 0.86 | 2.22 | -1.18 | -0.22 | -0.46 | 0.74 | 1.20 |
| Standard Deviation(%) | NA | 16.30 | 38.49 | 33.65 | NA | NA | NA | … | … | 11.88 | 21.99 | 37.28 | 50.38 | 19.74 | 17.65 | 10.76 | 11.13 |
| Draw Down(%) | NA | 11.24 | 63.46 | 73.28 | NA | NA | NA | … | … | 5.32 | 21.30 | 26.91 | 62.64 | 18.64 | 12.26 | 7.36 | 9.69 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/07/2011, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCRX (AIM Mid Cap Basic Value R) |
-30.59%
Feb 2006 – Feb 2009 |
-6.49%
Jul 2004 – Jul 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCRX (AIM Mid Cap Basic Value R) |
10.38%
Oct 2004 – Oct 2007 |
-0.83%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart