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ISZAX: ING Solution 2025 Portfolio Class (MUTUAL FUND)
Basic Info 10.16 0(0.0%) July 11
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 04/29/2005 |
| Last Dividend Date: | 08/02/2024 |
| 12-Mo. Yield | 2.01% |
| Expenses | 0.72% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/29/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 6.1 | 8.0 | 1.9 | 0.6 | 2.8 | 5.0 | 3.6 | 3.9 | 8.4 | 11.4 | -30.5 | 5.4 | 8.5 | 17.8 | -7.6 | 15.0 | 5.5 | -0.3 | 5.5 | 15.8 | 13.2 | -3.3 | 12.7 | 30.0 | -36.1 | 4.3 | 12.2 | 9.2 |
| Sharpe Ratio | NA | 1.06 | 0.73 | -0.08 | -0.11 | 0.11 | NA | NA | 0.2 | 0.26 | 0.88 | -1.52 | 0.62 | 0.4 | 2.58 | -1.0 | 3.32 | 0.58 | -0.03 | 0.69 | 2.03 | 1.28 | -0.19 | 0.83 | 1.29 | -1.35 | 0.11 | 1.08 | 1.86 |
| Draw Down(%) | NA | 6.3 | 6.3 | 25.3 | 36.6 | 36.6 | NA | NA | 50.2 | 3.7 | 9.6 | 34.6 | 6.4 | 25.3 | 3.1 | 13.9 | 1.3 | 7.8 | 8.8 | 5.9 | 6.1 | 7.9 | 17.8 | 12.0 | 21.9 | 39.7 | 8.0 | 7.1 | 4.0 |
| Standard Deviation(%) | NA | 8.7 | 7.8 | 13.0 | 12.1 | 11.7 | NA | NA | 13.5 | 6.7 | 8.2 | 21.1 | 8.7 | 20.6 | 6.3 | 9.0 | 4.4 | 9.2 | 8.7 | 8.0 | 7.8 | 10.4 | 17.4 | 15.3 | 23.2 | 27.4 | 11.9 | 8.3 | 6.2 |
| Treynor Ratio | NA | 0.11 | 0.07 | -0.01 | -0.01 | 0.03 | NA | NA | 0.05 | 0.04 | 0.07 | -0.35 | 0.22 | 0.08 | 2.96 | -0.41 | 0.14 | 0.05 | 0.0 | 0.07 | 0.17 | 0.14 | -0.04 | 0.15 | 0.39 | -0.94 | 0.02 | 0.12 | 0.11 |
| Alpha | NA | -0.01 | 0.0 | -0.03 | -0.02 | 0.0 | NA | NA | 0.0 | 0.02 | -0.01 | -0.07 | 0.02 | -0.01 | 0.06 | -0.03 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.04 | -0.12 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.83 | 0.85 | 0.92 | 0.94 | 0.41 | NA | NA | 0.52 | 0.46 | 0.99 | 0.93 | 0.24 | 1.03 | 0.06 | 0.22 | 1.03 | 0.99 | 0.82 | 0.78 | 0.93 | 0.95 | 0.94 | 0.85 | 0.76 | 0.39 | 0.63 | 0.73 | 1.07 |
| RSquared | NA | 0.95 | 0.95 | 0.45 | 0.56 | 0.32 | NA | NA | 0.37 | 0.48 | 0.87 | 0.39 | 0.16 | 0.92 | 0.1 | 0.25 | 0.93 | 0.98 | 0.83 | 0.52 | 0.91 | 0.72 | 0.88 | 0.59 | 0.48 | 0.2 | 0.44 | 0.51 | 0.95 |
| Yield(%) | N/A | 0.0 | 2.0 | 2.7 | 2.5 | 4.5 | 5.4 | 4.0 | N/A | 2.1 | 2.6 | 3.5 | 2.8 | 1.8 | 8.8 | 3.2 | 4.8 | 10.1 | 13.1 | 6.9 | 2.1 | 2.6 | 1.9 | 1.5 | 3.5 | 3.5 | 0.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -12.8 | -42.1 | -69.9 | 132.0 | N/A | N/A | N/A | -12.8 | -49.8 | 31.3 | 58.9 | -77.3 | 147.6 | -27.9 | -53.6 | -33.7 | 86.6 | 264.4 | -10.2 | 32.2 | 43.4 | -46.5 | -38.7 | 375.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2005
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