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IASCX: ING Small Company Port Adv (MUTUAL FUND)
Basic Info 19.73 0.04(0.20%) October 22
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/26/2008 |
| Last Dividend Date: | 05/12/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.36% |
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Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.1 | 13.7 | 36.7 | 12.1 | 10.5 | 9.5 | 10.9 | 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 | 0.83 | 1.7 | 0.39 | 0.41 | 0.43 | 0.46 | 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 | 10.1 | 10.1 | 43.2 | 43.2 | 43.2 | 43.2 | 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 | 20.7 | 21.6 | 29.2 | 24.1 | 21.4 | 23.1 | 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 | 0.16 | 0.33 | 0.11 | 0.09 | 0.09 | 0.11 | 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 | -0.03 | -0.03 | -0.02 | -0.02 | -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 | 1.09 | 1.12 | 1.05 | 1.05 | 1.02 | 0.98 | 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 | 0.94 | 0.93 | 0.97 | 0.97 | 0.9 | 0.93 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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Best ETFs
- IWM (iShares Russell 2000) 0.24% (99%)
- IWC (iShares Micro-Cap) 0.49% (98%)
- EES (WisdomTree SmallCap Earnings ETF) 0.10% (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) 0.30% (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 0.17% (98%)
- IJR (iShares Core S&P Small-Cap) 0.06% (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) 0.06% (97%)
- RWJ (RevenueShares Small Cap ETF) 0.02% (97%)
- VB (Vanguard Small-Cap ETF) 0.00% (97%)
- SCHA (Schwab US Small-Cap ETF) 0.07% (23%)
Best Closed End Funds
* Day change on 10/22/2021.Latest Articles Related to IASCX
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