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ITAIX: ING Tactical Asset Allocation I (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/14/2008 |
Last Dividend Date: | 07/01/2011 |
12-Mo. Yield | 0.24% |
Expenses | - |
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Performance Analytics (As of 11/03/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 08/14/2008 |
2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -3.6 | 5.8 | -3.8 | -6.7 | 11.1 | 29.0 | -34.0 |
Sharpe Ratio | NA | -0.17 | 0.21 | -0.13 | -0.36 | 0.54 | 1.04 | -1.09 |
Draw Down(%) | NA | 20.8 | 36.4 | 50.9 | 20.8 | 17.7 | 28.1 | 44.3 |
Standard Deviation(%) | NA | 21.5 | 27.6 | 30.9 | 22.1 | 20.4 | 27.9 | 61.4 |
Treynor Ratio | NA | -0.04 | 0.06 | -0.04 | -0.1 | 0.1 | 0.28 | -0.67 |
Alpha | NA | -0.05 | -0.05 | -0.04 | -0.04 | -0.02 | 0.0 | -0.06 |
Beta | NA | 0.85 | 0.99 | 0.99 | 0.81 | 1.08 | 1.02 | 1.0 |
RSquared | NA | 0.77 | 0.92 | 0.94 | 0.76 | 0.92 | 0.99 | 0.99 |
Yield(%) | N/A | 0.2 | 0.3 | N/A | 0.2 | 0.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -50.0 | N/A | N/A | -50.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2008
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