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IASCX: ING Small Company Port Adv (MUTUAL FUND)
Basic Info 11.74 0.21(1.82%) March 21
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/26/2008 |
| Last Dividend Date: | 05/12/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.36% |
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Performance Analytics (As of 03/20/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 1.6 | -11.6 | 20.7 | 2.3 | 5.0 | 8.4 | -16.8 | 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 | -0.56 | -0.59 | 0.58 | 0.02 | 0.18 | 0.33 | -0.65 | 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 | 13.9 | 23.3 | 28.7 | 43.2 | 43.2 | 43.2 | 26.8 | 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 | 21.3 | 27.2 | 28.5 | 26.9 | 22.3 | 23.4 | 27.9 | 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 | -0.12 | -0.16 | 0.16 | 0.0 | 0.04 | 0.08 | -0.18 | 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 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -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 | 0.97 | 0.99 | 1.04 | 1.03 | 1.02 | 0.98 | 0.98 | 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 | 0.96 | 0.93 | 0.95 | 0.96 | 0.9 | 0.93 | 0.93 | 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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See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 03/21/2023.Latest Articles Related to IASCX
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