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IBGSX: ING BlackRock Sci & Tech Opps Port S (MUTUAL FUND)
Basic Info
Asset Class: | Technology |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/08/2008 |
Last Dividend Date: | 05/01/2012 |
12-Mo. Yield | 5.48% |
Expenses | 1.31% |
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Performance Analytics (As of 03/22/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/08/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -14.7 | -16.7 | -0.0 | 1.4 | -9.9 | 7.6 | -10.6 | 18.1 | 52.6 | -31.6 |
Sharpe Ratio | NA | -0.72 | 0.0 | 0.05 | -1.17 | 0.44 | -0.4 | 0.9 | 2.1 | -1.2 |
Draw Down(%) | NA | 19.3 | 24.8 | 43.6 | 15.5 | 15.7 | 24.8 | 15.0 | 15.6 | 43.6 |
Standard Deviation(%) | NA | 23.4 | 23.7 | 26.5 | 32.1 | 17.4 | 26.3 | 20.1 | 25.0 | 45.5 |
Treynor Ratio | NA | -0.18 | 0.0 | 0.01 | -0.55 | 0.08 | -0.1 | 0.18 | 0.61 | -0.63 |
Alpha | NA | -0.09 | -0.06 | -0.04 | -0.23 | -0.02 | -0.05 | 0.02 | 0.0 | -0.02 |
Beta | NA | 0.94 | 1.0 | 0.91 | 0.69 | 1.02 | 1.02 | 0.98 | 0.87 | 0.86 |
RSquared | NA | 0.48 | 0.78 | 0.89 | 0.09 | 0.92 | 0.96 | 0.97 | 0.94 | 0.98 |
Yield(%) | N/A | 5.5 | 2.2 | N/A | 0.0 | 6.2 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/08/2008
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