Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 09/25/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDCAX110607 (AIM Mid Cap Basic Value A) | NA | 11.78% | 2.05% | 1.95% | NA | NA | NA | 2.92% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDCAX110607 (AIM Mid Cap Basic Value A) | 11/08/2004 | 09/25/2014 |
The return data shown below all have the same latest date: 09/25/2014.
AR inception is since 11/08/2004.
AR inception is since 11/08/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.60 | 11.78 | 2.05 | 1.95 | NA | NA | NA | 2.92 | 8.35 | -26.81 | 19.25 | 83.23 | -51.29 | 9.16 | 8.45 | 10.37 | 7.89 |
| Sharpe Ratio | NA | 1.80 | -0.28 | 0.08 | NA | NA | NA | 0.06 | 1.74 | -0.30 | 0.87 | 2.23 | -1.08 | 0.38 | 0.43 | 0.76 | 8.14 |
| Standard Deviation(%) | NA | 6.54 | 26.28 | 23.18 | NA | NA | NA | 26.94 | 6.62 | 38.02 | 21.95 | 37.29 | 48.12 | 16.21 | 11.99 | 10.78 | 8.14 |
| Draw Down(%) | NA | 4.00 | 33.06 | 34.14 | NA | NA | NA | 65.90 | 4.00 | 33.06 | 21.27 | 26.93 | 62.55 | 13.57 | 12.17 | 7.28 | 1.20 |
| Yield(%) | 0.00 | 7.00 | 2.49 | 1.57 | 4.11 | 2.74 | 2.06 | 4.57 | 3.00 | 4.67 | 0.00 | 0.20 | 7.03 | 10.35 | 12.68 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCAX110607 (AIM Mid Cap Basic Value A) |
-20.74%
Feb 2006 - Feb 2009 |
-3.70%
Mar 2009 - Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCAX110607 (AIM Mid Cap Basic Value A) |
25.40%
Dec 2010 - Dec 2013 |
7.52%
Apr 2005 - Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart