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ILMSX: ING LifeStyle Moderate Growth S (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 02/02/2006 |
Last Dividend Date: | 07/15/2009 |
12-Mo. Yield | 6.49% |
Expenses | - |
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Performance Analytics (As of 12/04/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 02/02/2006 |
2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 32.1 | -4.5 | -1.4 | 24.0 | -33.5 | 4.4 | 9.8 |
Sharpe Ratio | NA | 1.44 | -0.3 | -0.18 | 1.31 | -1.35 | 0.12 | 0.89 |
Draw Down(%) | NA | 19.3 | 46.3 | 46.3 | 19.3 | 37.5 | 8.3 | 7.4 |
Standard Deviation(%) | NA | 22.2 | 20.0 | 17.9 | 19.9 | 25.5 | 11.2 | 8.5 |
Treynor Ratio | NA | 1.76 | -0.24 | -0.13 | 1.02 | -1.57 | 0.04 | 0.15 |
Alpha | NA | 0.08 | -0.03 | -0.01 | 0.07 | -0.12 | 0.0 | 0.01 |
Beta | NA | 0.18 | 0.25 | 0.25 | 0.25 | 0.22 | 0.36 | 0.51 |
RSquared | NA | 0.05 | 0.14 | 0.15 | 0.13 | 0.13 | 0.27 | 0.36 |
Yield(%) | N/A | 6.5 | 4.5 | N/A | 6.1 | 5.8 | 3.6 | 2.6 |
Dividend Growth(%) | N/A | -34.5 | N/A | N/A | -34.5 | 62.0 | 50.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2006
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