Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IAWAX (ING American Funds World Allc Port Svc) | NA | -11.35% | -5.27% | 5.47% | NA | NA | NA | -0.16% |
Data as of 03/21/2014, AR inception is 09/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAWAX (ING American Funds World Allc Port Svc) | 09/15/2008 | 03/21/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.35 | -5.27 | 5.47 | NA | NA | NA | -0.16 | -18.49 | 12.58 | 1.69 | -8.60 | 8.19 | 37.12 | -21.60 |
| Sharpe Ratio | NA | -0.42 | -0.25 | 0.26 | NA | NA | NA | -0.01 | -1.39 | 1.57 | 0.12 | -0.58 | 0.59 | 2.07 | -1.44 |
| Standard Deviation(%) | NA | 26.79 | 21.19 | 20.57 | NA | NA | NA | 18.89 | 43.77 | 7.99 | 13.39 | 14.94 | 13.66 | 17.92 | 38.89 |
| Draw Down(%) | NA | 19.81 | 19.89 | 19.89 | NA | NA | NA | 30.10 | 19.81 | 7.02 | 14.64 | 19.89 | 10.11 | 15.58 | 26.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/21/2014, AR inception is 09/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAWAX (ING American Funds World Allc Port Svc) |
0.19%
Dec 2009 - Dec 2012 |
7.65%
Oct 2008 - Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAWAX (ING American Funds World Allc Port Svc) |
16.49%
Feb 2009 - Feb 2012 |
10.96%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart