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IOAAX: ING Oppenheimer Active Allc Port Svc (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/16/2008 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.43% |
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Performance Analytics (As of 03/22/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/16/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -24.3 | -18.6 | -3.3 | -2.3 | -19.4 | 9.1 | -4.4 | 9.5 | 32.1 | -26.1 |
| Sharpe Ratio | NA | -0.49 | -0.11 | -0.09 | -1.09 | 0.92 | -0.27 | 0.64 | 1.52 | -1.03 |
| Draw Down(%) | NA | 24.3 | 24.3 | 36.8 | 24.3 | 8.9 | 16.8 | 10.8 | 19.1 | 32.9 |
| Standard Deviation(%) | NA | 38.1 | 30.0 | 27.2 | 56.8 | 9.9 | 16.4 | 14.8 | 21.0 | 62.7 |
| Treynor Ratio | NA | -0.2 | -0.05 | -0.05 | -4.6 | 0.08 | -0.07 | 0.27 | 0.7 | -1.74 |
| Alpha | NA | -0.14 | -0.06 | -0.03 | -0.34 | -0.01 | -0.03 | 0.02 | 0.08 | -0.26 |
| Beta | NA | 0.93 | 0.63 | 0.47 | 0.13 | 1.17 | 0.62 | 0.35 | 0.46 | 0.37 |
| RSquared | NA | 0.05 | 0.07 | 0.08 | 0.0 | 0.75 | 0.27 | 0.07 | 0.13 | 0.06 |
| Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/2008
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See Moderate Allocation Asset Class Trend Rankings |
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