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ING Life Insurance & Annuity Company ING VARIABLE ANNUITY 7-YR CDSC (NY)
ING Life Insurance & Annuity Company ING VARIABLE ANNUITY 7-YR CDSC (NY) Strategic Asset Allocation - Equal Weight Moderate
ING Life Insurance & Annuity Company ING VARIABLE ANNUITY 7-YR CDSC (NY) Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.10% January 08
Delayed
Holdings (As of 10/31/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
CASH | CASH (CASH) | 0.0% | CASH | 20.33% |
International Equity | IGMIX (VY(R) OPPENHEIMER GLOBAL PORTFOLIO CLASS I) | 1.51% | ING Oppenheimer Global Inl | 33.64% |
US Equity | IAXIX (VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO CLASS I) | 1.73% | ING T. Rowe Price Dicversified Mid Cap Growth Inl | 16.09% |
US Equity | IVGIX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS I) | 0.72% | ING Van Kampen Equity & Income Inl | 16.20% |
General Bond | IOSIX (VOYA GLOBAL BOND PORTFOLIO CLASS I) | 0.12% | ING Oppenheimer Global Strategic Income Inl | 13.74% |
* Day change on 10/31/2024.

Beta
Performance (As of 01/08/2025)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
ING Life Insurance & Annuity Company ING VARIABLE ANNUITY 7-YR CDSC (NY) Strategic Asset Allocation - Equal Weight Moderate | -2.1% | 20.5% | 3.0% | 7.5% | 6.6% | 7.0% |
VFINX (Vanguard (S&P 500) Index) | 7.7% | 14.9% | 19.6% | 16.0% | 13.4% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.6% | 10.2% | 12.1% | 8.5% | 8.3% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | -2.1 | 20.5 | 3.0 | 7.5 | 6.6 | 7.0 | 7.2 | 5.9 | 5.9 | 5.8 | 9.8 | 18.5 | -13.6 | 9.1 | 14.2 | 19.4 | -7.8 | 14.7 | 8.2 | 0.9 | 3.0 | 17.7 | 10.5 | -4.6 | 12.0 | 21.8 | -31.0 | 9.8 | 10.7 | 6.7 | 7.0 | 14.1 | 1.1 | 2.3 |
Sharpe Ratio | NA | 0.11 | 0.32 | 0.06 | 0.31 | 0.43 | NA | NA | NA | NA | 0.38 | 0.19 | 1.46 | -0.91 | 0.93 | 0.7 | 2.32 | -0.85 | 2.93 | 0.77 | 0.1 | 0.38 | 2.19 | 1.09 | -0.28 | 0.93 | 1.34 | -1.39 | 0.62 | 0.91 | 0.68 | 0.71 | 2.51 | 0.01 | 0.01 |
Draw Down(%) | NA | 0.6 | 11.7 | 17.8 | 22.6 | 22.6 | NA | NA | NA | NA | 41.6 | 11.7 | 8.0 | 18.8 | 5.1 | 22.6 | 4.6 | 15.7 | 2.8 | 9.4 | 8.9 | 6.3 | 5.7 | 7.8 | 18.2 | 10.4 | 14.3 | 39.0 | 7.8 | 8.9 | 4.5 | 8.5 | 2.1 | 0.0 | 0.0 |
Standard Deviation(%) | NA | 9.7 | 17.4 | 14.9 | 15.3 | 12.4 | NA | NA | NA | NA | 11.8 | 17.4 | 9.7 | 16.4 | 9.8 | 20.1 | 7.8 | 10.7 | 4.8 | 10.4 | 8.8 | 7.8 | 8.1 | 9.6 | 16.9 | 12.7 | 16.2 | 23.0 | 11.1 | 8.2 | 6.7 | 8.6 | 5.3 | 0.0 | 0.0 |
Treynor Ratio | NA | 0.02 | 0.08 | 0.01 | 0.08 | 0.09 | NA | NA | NA | NA | 0.09 | 0.05 | 0.21 | -0.23 | 0.13 | 0.25 | 0.3 | -0.15 | 0.24 | 0.12 | 0.02 | 0.05 | 0.25 | 0.15 | -0.07 | 0.17 | 0.38 | -0.59 | 0.11 | 0.1 | 0.08 | 0.09 | 0.96 | -0.13 | -0.03 |
Alpha | NA | 0.13 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | NA | NA | 0.01 | -0.02 | 0.0 | -0.01 | -0.03 | 0.01 | 0.01 | -0.02 | 0.01 | 0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.03 | -0.05 | 0.02 | 0.0 | 0.02 | 0.0 | 0.04 | 0.0 | 0.0 |
Beta | NA | 0.67 | 0.69 | 0.66 | 0.61 | 0.6 | NA | NA | NA | NA | 0.51 | 0.69 | 0.69 | 0.64 | 0.68 | 0.57 | 0.59 | 0.61 | 0.59 | 0.69 | 0.43 | 0.65 | 0.7 | 0.71 | 0.7 | 0.69 | 0.58 | 0.54 | 0.65 | 0.75 | 0.6 | 0.66 | 0.14 | 0.0 | 0.0 |
RSquared | NA | 0.93 | 0.26 | 0.61 | 0.74 | 0.75 | NA | NA | NA | NA | 0.71 | 0.26 | 0.87 | 0.9 | 0.83 | 0.96 | 0.91 | 0.93 | 0.69 | 0.75 | 0.57 | 0.91 | 0.93 | 0.88 | 0.94 | 0.96 | 0.95 | 0.93 | 0.88 | 0.83 | 0.84 | 0.72 | 0.2 | 0.0 | 0.0 |
Sortino Ratio | NA | 0.21 | 0.4 | 0.09 | 0.41 | 0.58 | NA | NA | NA | NA | 0.52 | 0.24 | 2.15 | -1.26 | 1.32 | 0.91 | 3.38 | -1.09 | 4.4 | 1.11 | 0.14 | 0.51 | 3.19 | 1.64 | -0.35 | 1.33 | 1.93 | -1.78 | 0.83 | 1.36 | 0.99 | 0.98 | 4.19 | 0.81 | NA |
Yield(%) | N/A | 0.0 | 26.7 | 14.5 | 12.8 | 12.2 | 11.9 | 11.9 | 11.0 | 11.0 | 3.62 | 26.7 | 7.2 | 9.4 | 5.6 | 4.5 | 7.0 | 6.0 | 0.2 | 9.6 | 7.8 | 3.6 | 1.0 | 0.1 | 1.3 | 0.8 | 1.6 | 6.5 | 3.0 | 1.9 | 1.4 | 0.4 | 0.5 | 1.1 | 2.3 |
Dividend Growth(%) | N/A | -99.9 | 333.8 | 218.4 | 165.6 | 632.7 | N/A | N/A | N/A | N/A | N/A | 333.2 | -33.1 | 84.1 | 39.4 | -22.6 | 6.4 | 2696.8 | -97.1 | 22.6 | 127.0 | 322.1 | 1211.6 | -93.9 | 84.2 | -41.2 | -82.4 | 138.0 | 72.5 | 43.2 | 245.3 | 6.8 | -57.1 | -51.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 3 major asset classes: US Equity, Foreign Equity, Fixed Income
that are covered in ING Life Insurance & Annuity Company ING VARIABLE ANNUITY 7-YR CDSC (NY). It then selects one or two funds for each of the 3 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 6 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.