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IGGAX: ING Templeton Global Growth Port Adv (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/29/2007 |
Last Dividend Date: | 08/22/2019 |
12-Mo. Yield | 1.95% |
Expenses | 1.50% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/21/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -4.2 | 1.8 | 5.0 | 6.0 | -0.8 | -14.6 | 17.8 | 10.5 | -7.9 | -3.1 | 30.1 | 21.3 | -6.2 | 7.1 | 31.9 | -42.6 | -6.6 |
Sharpe Ratio | NA | -0.6 | -0.15 | -0.02 | 0.26 | 0.01 | -0.23 | -1.15 | 2.28 | 0.53 | -0.48 | -0.26 | 2.35 | 1.25 | -0.23 | 0.36 | 1.22 | -1.18 | -0.85 |
Draw Down(%) | NA | 11.1 | 23.3 | 26.7 | 28.4 | 59.4 | 11.1 | 23.3 | 4.0 | 14.7 | 18.7 | 13.3 | 7.3 | 15.9 | 25.0 | 16.4 | 25.8 | 52.5 | 11.2 |
Standard Deviation(%) | NA | 10.9 | 10.8 | 14.2 | 16.4 | 19.9 | 10.1 | 13.8 | 7.5 | 19.3 | 16.5 | 12.1 | 12.8 | 17.2 | 26.8 | 19.5 | 26.1 | 36.9 | 18.2 |
Treynor Ratio | NA | -0.08 | -0.02 | 0.0 | 0.04 | 0.0 | -0.03 | -0.16 | 0.19 | 0.09 | -0.09 | -0.03 | 0.31 | 0.21 | -0.06 | 0.08 | 0.37 | -0.53 | -0.2 |
Alpha | NA | -0.07 | -0.03 | -0.02 | 0.0 | 0.0 | -0.06 | 0.0 | -0.02 | 0.02 | -0.02 | 0.01 | 0.05 | 0.01 | 0.04 | -0.01 | 0.0 | -0.03 | -0.08 |
Beta | NA | 0.85 | 0.9 | 0.95 | 0.97 | 0.9 | 0.8 | 0.97 | 0.9 | 1.09 | 0.86 | 1.06 | 0.98 | 1.04 | 1.01 | 0.89 | 0.87 | 0.82 | 0.78 |
RSquared | NA | 0.73 | 0.81 | 0.79 | 0.88 | 0.9 | 0.7 | 0.91 | 0.72 | 0.91 | 0.63 | 0.89 | 0.87 | 0.94 | 0.96 | 0.95 | 0.95 | 0.95 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2009
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