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ILOSX: ING LifeStyle Moderate S (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/02/2006 |
Last Dividend Date: | 07/15/2008 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 12/04/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 02/02/2006 |
2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 20.2 | -4.5 | -1.7 | 14.0 | -27.8 | 4.9 | 8.6 |
Sharpe Ratio | NA | 1.11 | -0.38 | -0.25 | 0.93 | -1.42 | 0.21 | 0.94 |
Draw Down(%) | NA | 16.5 | 39.0 | 39.0 | 16.5 | 31.8 | 6.9 | 5.8 |
Standard Deviation(%) | NA | 18.1 | 15.7 | 14.2 | 16.2 | 20.2 | 9.0 | 6.5 |
Treynor Ratio | NA | 0.84 | -0.27 | -0.16 | 0.48 | -1.7 | 0.06 | 0.16 |
Alpha | NA | 0.05 | -0.02 | -0.01 | 0.03 | -0.1 | 0.0 | 0.01 |
Beta | NA | 0.24 | 0.22 | 0.23 | 0.31 | 0.17 | 0.29 | 0.38 |
RSquared | NA | 0.14 | 0.18 | 0.18 | 0.29 | 0.12 | 0.26 | 0.33 |
Yield(%) | N/A | 0.0 | 3.1 | N/A | 0.0 | 4.8 | 3.4 | 2.6 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | -100.0 | 42.9 | 40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2006
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