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IFVCX: ING Fidelity VIP Contrafund Port S2 (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/21/2009 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.35% |
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Performance Analytics (As of 04/30/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/21/2009 |
2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 12.1 | 9.2 | 13.2 | 11.6 | 13.2 | -4.1 | 15.2 | 14.2 |
Sharpe Ratio | NA | 0.92 | 0.47 | 0.68 | 3.25 | 1.04 | -0.17 | 0.76 | 1.84 |
Draw Down(%) | NA | 9.8 | 22.0 | 22.0 | 3.7 | 11.2 | 22.0 | 16.1 | 7.4 |
Standard Deviation(%) | NA | 13.1 | 19.5 | 19.2 | 12.4 | 12.8 | 24.8 | 19.9 | 18.5 |
Treynor Ratio | NA | 0.14 | 0.1 | 0.14 | 0.41 | 0.17 | -0.04 | 0.19 | 0.35 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.02 |
Beta | NA | 0.87 | 0.9 | 0.91 | 0.98 | 0.79 | 0.98 | 0.79 | 0.97 |
RSquared | NA | 0.75 | 0.73 | 0.72 | 0.82 | 0.63 | 0.88 | 0.53 | 0.71 |
Yield(%) | N/A | 0.0 | 0.0 | N/A | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2009
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