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IPCBX: ING PIMCO Total Return Bond Port I (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/12/2008 |
Last Dividend Date: | 07/16/2013 |
12-Mo. Yield | 3.53% |
Expenses | 0.57% |
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Performance Analytics (As of 03/21/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/12/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.5 | -6.5 | 1.7 | 5.8 | 4.7 | -4.7 | -1.4 | 9.0 | 3.7 | 8.1 | 14.6 | 1.0 |
Sharpe Ratio | NA | -0.82 | 0.31 | 1.21 | 0.88 | -1.31 | -0.38 | 3.5 | 1.18 | 2.13 | 2.94 | 0.04 |
Draw Down(%) | NA | 8.1 | 8.1 | 8.1 | 8.1 | 7.0 | 6.0 | 1.2 | 3.2 | 4.5 | 5.6 | 6.6 |
Standard Deviation(%) | NA | 8.1 | 5.2 | 4.7 | 5.2 | 15.2 | 3.9 | 2.6 | 3.1 | 3.8 | 4.9 | 7.2 |
Treynor Ratio | NA | -0.06 | 0.02 | 0.09 | 0.07 | -0.1 | -0.02 | 0.13 | 0.08 | 0.13 | 0.28 | 0.0 |
Alpha | NA | -0.03 | -0.01 | 0.0 | 0.0 | -0.15 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.03 |
Beta | NA | 1.16 | 0.74 | 0.66 | 0.64 | 2.09 | 0.93 | 0.69 | 0.45 | 0.61 | 0.53 | 0.68 |
RSquared | NA | 0.34 | 0.33 | 0.43 | 0.46 | 0.25 | 0.8 | 0.7 | 0.52 | 0.71 | 0.55 | 0.57 |
Yield(%) | N/A | 4.6 | 5.6 | 6.8 | N/A | 0.0 | 4.7 | 3.8 | 8.6 | 7.9 | 7.7 | 4.1 |
Dividend Growth(%) | N/A | 29.5 | -11.6 | N/A | N/A | -100.0 | 29.5 | -58.1 | 8.2 | 10.2 | 83.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/12/2008
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