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IAWAX: ING American Funds World Allc Port Svc (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/15/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.21% |
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Performance Analytics (As of 03/21/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/15/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -11.3 | -5.3 | 5.5 | -0.1 | -18.5 | 12.6 | 1.7 | -8.6 | 8.2 | 37.1 | -21.6 |
Sharpe Ratio | NA | -0.42 | -0.25 | 0.26 | -0.01 | -1.39 | 1.57 | 0.12 | -0.58 | 0.59 | 2.07 | -1.44 |
Draw Down(%) | NA | 19.8 | 19.9 | 19.9 | 30.1 | 19.8 | 7.0 | 14.6 | 19.9 | 10.1 | 15.6 | 26.6 |
Standard Deviation(%) | NA | 26.8 | 21.2 | 20.6 | 18.9 | 43.8 | 8.0 | 13.4 | 14.9 | 13.7 | 17.9 | 38.9 |
Treynor Ratio | NA | -0.13 | -0.07 | 0.07 | 0.0 | -1.03 | 0.14 | 0.02 | -0.14 | 0.09 | 0.38 | -0.84 |
Alpha | NA | -0.09 | -0.05 | -0.03 | -0.02 | -0.33 | 0.0 | -0.03 | -0.02 | 0.0 | 0.05 | -0.22 |
Beta | NA | 0.89 | 0.76 | 0.83 | 0.78 | 0.59 | 0.9 | 0.97 | 0.63 | 0.87 | 0.98 | 0.66 |
RSquared | NA | 0.08 | 0.17 | 0.23 | 0.34 | 0.01 | 0.71 | 0.39 | 0.39 | 0.48 | 0.58 | 0.36 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2008
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