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AIM Basic Balanced B (BBLBX)
On
Dec 2
:
10.11
0.01
(0.10%)
MORE ON BBLBX
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Research Reports
Risk
As of 31-Oct-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
High
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
9.86%
Worst 1 Yr Total Return
(2008)
:
-39.14%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
BBLBX
Category
Alpha (against Standard Index)
-6.54
-2.88
Beta (against Standard Index)
1.46
1.08
Mean Annual Return
-7.42
-0.13
R-squared (against Standard Index)
90
93.44
Standard Deviation
20.15
14.69
Sharpe Ratio
-0.40
N/A
Treynor Ratio
-6.76
N/A
5 Years
Statistic
BBLBX
Category
Alpha (against Standard Index)
-6.04
-2.47
Beta (against Standard Index)
1.40
1.06
Mean Annual Return
-1.31
0.23
R-squared (against Standard Index)
89
92.52
Standard Deviation
15.97
11.89
Sharpe Ratio
-0.19
N/A
Treynor Ratio
-3.10
N/A
10 Years
Statistic
BBLBX
Category
Alpha (against Standard Index)
N/A
-2.17
Beta (against Standard Index)
N/A
1.05
Mean Annual Return
N/A
0.26
R-squared (against Standard Index)
N/A
86.72
Standard Deviation
N/A
11.31
Sharpe Ratio
N/A
N/A
Treynor Ratio
N/A
N/A
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