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IASCX: ING Small Company Port Adv (MUTUAL FUND)
Basic Info 11.71 0.02(0.17%) May 20
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (98%) |
Start Date: | 12/26/2008 |
Last Dividend Date: | 05/12/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.36% |
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Performance Analytics (As of 05/20/2022)
Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 2.3 | -40.7 | -40.0 | -5.7 | -2.6 | 3.5 | 6.2 | 13.7 | 11.7 | 25.6 | -16.2 | 10.7 | 23.8 | -1.3 | -6.1 | 25.1 | 10.0 | -3.3 | 23.2 | 26.1 | 6.8 |
SR | NA | -1.23 | -0.99 | -0.17 | -0.11 | 0.13 | 0.24 | 0.65 | 0.27 | 1.61 | -1.0 | 0.89 | 1.35 | -0.08 | -0.33 | 1.45 | 0.62 | -0.11 | 1.07 | 0.8 | 172.18 |
DD(%) | NA | 43.1 | 44.6 | 44.6 | 44.6 | 44.6 | 44.6 | 10.6 | 43.2 | 9.2 | 26.5 | 7.0 | 14.1 | 13.0 | 20.2 | 10.7 | 15.0 | 27.6 | 18.3 | 31.2 | 1.5 |
SD(%) | NA | 60.6 | 40.5 | 35.8 | 29.4 | 23.9 | 24.9 | 21.0 | 43.0 | 15.0 | 17.5 | 11.4 | 17.5 | 15.8 | 18.6 | 17.3 | 16.3 | 30.8 | 21.6 | 32.5 | 36.6 |
TR | NA | -0.98 | -0.45 | -0.06 | -0.03 | 0.03 | 0.06 | 0.13 | 0.11 | 0.24 | -0.17 | 0.09 | 0.23 | -0.02 | -0.06 | 0.24 | 0.1 | -0.03 | 0.26 | 0.29 | 67.62 |
Alpha(%) | NA | -0.33 | -0.13 | -0.05 | -0.04 | -0.03 | -0.02 | -0.02 | -0.03 | -0.01 | -0.03 | -0.02 | 0.02 | 0.01 | -0.05 | -0.04 | -0.03 | 0.0 | -0.01 | -0.02 | 0.19 |
Beta(%) | NA | 0.76 | 0.9 | 1.02 | 1.02 | 1.01 | 0.97 | 1.08 | 1.05 | 1.01 | 1.01 | 1.08 | 1.03 | 0.84 | 0.96 | 1.05 | 0.97 | 0.97 | 0.9 | 0.91 | 0.93 |
RS | NA | 0.15 | 0.29 | 0.71 | 0.74 | 0.75 | 0.82 | 0.94 | 0.98 | 0.97 | 0.97 | 0.94 | 0.97 | 0.66 | 0.57 | 0.72 | 0.94 | 0.99 | 0.98 | 0.99 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2008
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