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IPIIX: ING Intermediate Bond Portfolio (MUTUAL FUND)
Basic Info 10.91 0(0.0%) July 10
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (75%) |
Start Date: | 01/02/1980 |
Last Dividend Date: | 04/30/2025 |
12-Mo. Yield | 3.53% |
Expenses | 0.95% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 3.1 | 4.4 | 3.1 | -0.7 | 2.0 | 3.1 | 3.3 | 6.6 | 2.0 | 7.3 | -14.9 | -0.9 | 5.5 | 9.9 | -0.5 | 5.1 | 4.3 | 0.6 | 6.7 | -0.1 | 9.4 | 7.6 | 9.9 | 11.6 | -8.5 | 6.0 | 4.1 | 2.6 | 0.6 | 6.3 | 7.8 | 7.8 | 9.7 | -1.1 | 7.6 | 8.3 | 3.6 | 18.3 | -3.8 | 9.7 | 7.5 | 19.4 | 9.2 | 14.6 | 7.6 | 6.0 | 14.1 | 22.4 | 13.7 | 8.7 | 31.5 | 6.3 | 3.8 |
Sharpe Ratio | NA | 0.61 | 0.31 | -0.06 | -0.48 | 0.08 | NA | NA | 0.61 | -0.86 | 0.44 | -2.27 | -0.26 | 0.84 | 0.7 | -0.31 | 1.62 | 1.4 | 0.17 | 2.81 | -0.05 | 4.39 | 2.02 | 1.56 | 2.37 | -1.6 | 0.84 | 0.3 | 0.16 | -0.07 | 1.38 | 1.2 | 1.4 | 1.63 | -1.1 | 1.18 | 1.7 | 0.02 | 2.92 | -1.53 | 1.64 | 0.8 | 4.97 | 0.87 | 2.81 | 1.03 | 0.11 | 2.53 | 3.11 | 1.25 | 0.47 | 2.84 | -0.33 | -0.39 |
Draw Down(%) | NA | 2.9 | 4.4 | 10.0 | 20.8 | 20.8 | NA | NA | 20.8 | 3.8 | 6.8 | 18.6 | 3.3 | 11.1 | 7.9 | 4.8 | 1.3 | 3.6 | 2.6 | 1.0 | 5.0 | 0.9 | 1.6 | 3.7 | 5.1 | 13.1 | 2.1 | 1.6 | 2.2 | 6.6 | 5.0 | 3.0 | 3.1 | 3.1 | 3.9 | 3.4 | 2.0 | 3.7 | 2.5 | 7.1 | 2.9 | 3.5 | 1.0 | 2.8 | 1.3 | 2.0 | 10.6 | 3.1 | 2.7 | 6.3 | 7.8 | 2.6 | 7.5 | 12.3 |
Standard Deviation(%) | NA | 5.4 | 5.2 | 6.4 | 5.7 | 6.3 | NA | NA | 5.9 | 5.4 | 7.0 | 7.2 | 3.4 | 6.3 | 12.0 | 5.8 | 2.7 | 3.0 | 3.3 | 2.4 | 3.2 | 2.1 | 3.7 | 6.3 | 4.9 | 5.9 | 3.6 | 2.6 | 2.7 | 4.7 | 4.1 | 5.6 | 4.0 | 3.4 | 3.9 | 3.7 | 2.8 | 4.3 | 4.9 | 4.4 | 4.6 | 6.3 | 3.1 | 4.5 | 3.2 | 2.8 | 17.6 | 3.9 | 5.5 | 5.6 | 5.7 | 8.4 | 11.2 | 11.1 |
Treynor Ratio | NA | 0.04 | 0.02 | 0.0 | -0.03 | 0.01 | NA | NA | 0.05 | -0.05 | 0.03 | -0.2 | -0.01 | 0.06 | 0.08 | -0.02 | 0.05 | 0.06 | 0.01 | 0.1 | 0.0 | 0.16 | 0.11 | 0.17 | 0.19 | -0.17 | 0.04 | 0.01 | 0.01 | 0.0 | 0.08 | 0.1 | 0.1 | 0.1 | -0.06 | 0.08 | 0.09 | 0.0 | 0.25 | -0.09 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.88 | 0.91 | 0.88 | 0.87 | 0.88 | NA | NA | 0.7 | 0.94 | 0.89 | 0.82 | 0.74 | 0.83 | 1.08 | 0.74 | 0.91 | 0.72 | 0.71 | 0.69 | 0.76 | 0.57 | 0.67 | 0.59 | 0.62 | 0.56 | 0.69 | 0.63 | 0.63 | 0.7 | 0.71 | 0.68 | 0.57 | 0.56 | 0.67 | 0.51 | 0.53 | 0.58 | 0.57 | 0.72 | 1.46 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.89 | 0.9 | 0.93 | 0.9 | 0.52 | NA | NA | 0.25 | 0.93 | 0.95 | 0.94 | 0.79 | 0.56 | 0.09 | 0.11 | 0.85 | 0.79 | 0.81 | 0.77 | 0.82 | 0.69 | 0.79 | 0.24 | 0.79 | 0.56 | 0.78 | 0.75 | 0.74 | 0.51 | 0.82 | 0.43 | 0.76 | 0.63 | 0.8 | 0.59 | 0.67 | 0.68 | 0.37 | 0.79 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.5 | 3.5 | 3.7 | 2.9 | 3.4 | 3.8 | 3.9 | N/A | 4.2 | 4.2 | 2.3 | 2.9 | 3.6 | 3.7 | 3.6 | 3.4 | 3.2 | 3.5 | 3.5 | 3.4 | 4.9 | 4.8 | 5.5 | 7.1 | 7.9 | 3.9 | 4.1 | 3.9 | 7.9 | 1.7 | 3.3 | 5.1 | 6.0 | 5.8 | 5.9 | 6.4 | 6.4 | 7.2 | 6.4 | 7.2 | 12.9 | 9.5 | 9.3 | 12.3 | 8.9 | 17.6 | 7.5 | 11.6 | 8.4 | 5.1 | 12.1 | 12.1 | 10.9 |
Dividend Growth(%) | N/A | -64.0 | -22.6 | -0.0 | -17.5 | -28.1 | -32.4 | -44.7 | N/A | 2.5 | 50.5 | -24.9 | -15.7 | 3.2 | -1.4 | 6.0 | 6.7 | -11.4 | 5.3 | -2.5 | -26.1 | 4.2 | -9.3 | -19.0 | -25.2 | 106.1 | -5.2 | 5.3 | -54.0 | 383.5 | -46.0 | -34.2 | -10.5 | -4.0 | -1.1 | -5.1 | -4.0 | -0.6 | 1.2 | -10.4 | -46.8 | 47.5 | 2.6 | -22.2 | 35.2 | -56.1 | 150.4 | -29.4 | 43.6 | 73.2 | -50.1 | -7.9 | 3.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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