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ACCRX: ING Strategic Allocation Moderate C (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/11/2000 |
Last Dividend Date: | 12/31/2009 |
12-Mo. Yield | 1.64% |
Expenses | - |
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Performance Analytics (As of 09/28/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/11/2000 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.0 | -6.7 | -1.1 | -0.3 | -0.1 | -3.1 | 12.6 | -25.0 | 4.4 | 9.7 | 3.4 | 8.9 | 17.7 | -11.2 | -8.4 | -2.0 |
Sharpe Ratio | NA | 0.15 | -0.37 | -0.17 | -0.13 | -0.12 | -0.34 | 0.6 | -1.11 | 0.13 | 0.84 | 0.17 | 1.0 | 1.68 | -0.82 | -0.96 | -0.77 |
Draw Down(%) | NA | 10.0 | 45.9 | 46.0 | 46.0 | 46.0 | 10.0 | 26.1 | 36.1 | 7.5 | 7.3 | 5.1 | 6.7 | 7.9 | 19.7 | 18.5 | 9.5 |
Standard Deviation(%) | NA | 12.5 | 19.5 | 16.1 | 13.8 | 13.7 | 12.8 | 20.9 | 23.3 | 10.7 | 7.7 | 7.1 | 8.0 | 10.1 | 14.9 | 11.4 | 12.0 |
Treynor Ratio | NA | 0.04 | -0.13 | -0.04 | -0.02 | -0.02 | -0.14 | 0.15 | -0.56 | 0.01 | 0.06 | 0.01 | 0.07 | 0.16 | -0.12 | -0.15 | -0.11 |
Alpha | NA | -0.01 | -0.04 | -0.03 | -0.02 | -0.01 | -0.03 | -0.01 | -0.06 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.03 | 0.01 |
Beta | NA | 0.43 | 0.58 | 0.64 | 0.75 | 0.74 | 0.31 | 0.84 | 0.46 | 1.15 | 1.12 | 1.07 | 1.1 | 1.04 | 1.04 | 0.73 | 0.83 |
RSquared | NA | 0.14 | 0.28 | 0.34 | 0.48 | 0.48 | 0.08 | 0.45 | 0.21 | 0.97 | 0.95 | 0.96 | 0.92 | 0.93 | 0.95 | 0.65 | 0.85 |
Yield(%) | N/A | 1.6 | 5.9 | 5.1 | 2.9 | N/A | 0.0 | 1.8 | 7.5 | 10.7 | 4.8 | 0.9 | 0.7 | 0.5 | 0.3 | 1.2 | 1.1 |
Dividend Growth(%) | N/A | -84.2 | 212.3 | 617.7 | N/A | N/A | -100.0 | -83.7 | -35.3 | 133.3 | 470.0 | 42.9 | 40.0 | 66.7 | -76.9 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2000
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