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IPCTX: ING PIMCO Core Bond Port S2 (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/02/2006 |
Last Dividend Date: | 07/16/2013 |
12-Mo. Yield | 0.00% |
Expenses | 0.97% |
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Performance Analytics (As of 08/22/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/02/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.2 | 0.8 | 3.4 | 5.1 | -4.3 | -1.9 | 8.6 | 3.2 | 8.0 | 14.3 | 4.0 | 8.8 | 4.3 |
Sharpe Ratio | NA | -0.33 | 0.15 | 0.8 | 0.88 | -0.82 | -0.48 | 3.4 | 1.05 | 2.03 | 2.87 | 0.44 | 1.41 | 0.26 |
Draw Down(%) | NA | 6.5 | 8.0 | 8.0 | 8.0 | 6.5 | 6.2 | 1.2 | 3.2 | 4.6 | 5.7 | 6.7 | 2.9 | 3.0 |
Standard Deviation(%) | NA | 6.8 | 4.8 | 4.3 | 4.9 | 8.0 | 4.0 | 2.5 | 3.1 | 3.9 | 4.9 | 7.0 | 4.1 | 5.3 |
Treynor Ratio | NA | -0.03 | 0.01 | 0.05 | 0.07 | -0.07 | -0.02 | 0.13 | 0.07 | 0.13 | 0.26 | 0.05 | 0.08 | 0.02 |
Alpha | NA | -0.03 | -0.01 | 0.0 | 0.0 | -0.05 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.03 | 0.01 | 0.0 |
Beta | NA | 0.9 | 0.8 | 0.64 | 0.65 | 0.92 | 0.96 | 0.68 | 0.45 | 0.63 | 0.54 | 0.68 | 0.71 | 0.86 |
RSquared | NA | 0.18 | 0.38 | 0.41 | 0.47 | 0.13 | 0.8 | 0.69 | 0.52 | 0.72 | 0.56 | 0.57 | 0.64 | 0.35 |
Yield(%) | N/A | 0.0 | 2.6 | 4.9 | N/A | 0.0 | 4.2 | 3.4 | 8.1 | 8.0 | 7.4 | 3.8 | 3.3 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | -67.8 | N/A | N/A | -100.0 | 30.8 | -60.6 | 2.1 | 15.5 | 90.9 | 22.2 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2006
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