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IIRWX: ING International Real Estate W (MUTUAL FUND)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 12/19/2007 |
Last Dividend Date: | 12/04/2019 |
12-Mo. Yield | 6.01% |
Expenses | 1.22% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.0 | 4.8 | 5.7 | 5.5 | 6.5 | 2.4 | 20.1 | -8.1 | 19.8 | 0.6 | -3.7 | 2.7 | 6.2 | 37.0 | -15.3 | 10.9 | 37.3 | -45.6 | 0.2 |
SR | NA | 2.34 | 0.97 | 0.37 | 0.4 | 0.1 | 2.34 | -0.85 | 2.64 | 0.02 | -0.27 | 0.28 | 0.42 | 2.65 | -0.68 | 0.58 | 1.23 | -1.02 | 0.15 |
DD(%) | NA | 5.6 | 14.4 | 21.8 | 22.8 | 64.8 | 5.6 | 14.4 | 4.7 | 13.5 | 14.5 | 10.2 | 18.1 | 11.6 | 22.8 | 17.5 | 35.6 | 57.7 | 3.7 |
SD(%) | NA | 8.0 | 8.9 | 11.8 | 14.4 | 20.5 | 8.0 | 11.0 | 7.3 | 16.7 | 13.6 | 9.6 | 14.6 | 14.1 | 22.6 | 18.6 | 30.3 | 45.3 | 25.4 |
TR | NA | 0.24 | 0.1 | 0.05 | 0.07 | 0.02 | 0.24 | -0.11 | 0.23 | 0.0 | -0.06 | 0.03 | 0.07 | 0.42 | -0.19 | 0.14 | 0.45 | -0.48 | 0.07 |
Alpha(%) | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | -0.02 | -0.02 | 0.02 | 0.04 | -0.24 |
Beta(%) | NA | 0.77 | 0.83 | 0.81 | 0.81 | 0.86 | 0.77 | 0.86 | 0.84 | 0.91 | 0.66 | 0.8 | 0.9 | 0.88 | 0.79 | 0.78 | 0.82 | 0.98 | 0.57 |
RS | NA | 0.68 | 0.79 | 0.78 | 0.85 | 0.81 | 0.68 | 0.85 | 0.79 | 0.92 | 0.58 | 0.82 | 0.86 | 0.87 | 0.91 | 0.89 | 0.83 | 0.79 | 0.32 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2007
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