Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLFBX (Invesco Van Kampen Leaders B) | NA | 25.41% | 12.89% | 5.48% | 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 |
|---|---|---|
| VLFBX (Invesco Van Kampen Leaders B) | 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 (%) | 2.91 | 25.41 | 12.89 | 5.48 | NA | NA | NA | … | … | 13.79 | 14.55 | -4.30 | 10.39 | 28.02 | -37.72 | 4.45 | 12.00 |
| Sharpe Ratio | NA | 2.34 | 0.80 | 0.23 | NA | NA | NA | … | … | 2.49 | 1.24 | -0.20 | 0.61 | 1.15 | -1.10 | 0.10 | 1.27 |
| Standard Deviation(%) | NA | 10.86 | 16.11 | 23.21 | NA | NA | NA | … | … | 11.11 | 11.79 | 21.82 | 16.78 | 24.33 | 35.13 | 13.85 | 8.97 |
| Draw Down(%) | NA | 6.18 | 21.03 | 45.96 | NA | NA | NA | … | … | 6.18 | 10.34 | 21.03 | 14.76 | 24.96 | 48.44 | 9.11 | 9.35 |
| Yield(%) | 0.00 | 0.30 | 0.76 | 1.54 | 1.01 | 0.67 | 0.51 | … | … | 0.13 | 0.55 | 0.89 | 0.92 | 1.33 | 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 |
|---|---|---|---|---|
| VLFBX (Invesco Van Kampen Leaders B) |
-11.65%
Apr 2006 – Apr 2009 |
-3.71%
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 |
|---|---|---|---|---|
| VLFBX (Invesco Van Kampen Leaders B) |
21.19%
Feb 2009 – Feb 2012 |
3.88%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart