Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/22/2014.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IMSRX (ING MFS Total Return Port S) NA -6.09% 4.33% 8.53% 4.34% NA NA 4.68%
More Performance Analytics Comparison
Name Start Date End Date
IMSRX (ING MFS Total Return Port S) 06/04/2003 07/22/2014
The return data shown below all have the same latest date: 07/22/2014.
AR inception is since 06/04/2003.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -15.79 -6.09 4.33 8.53 4.34 NA NA 4.68 -11.16 18.68 11.18 1.58 14.34 17.90 -22.35 4.01 4.22 2.90 11.24 6.89
Sharpe Ratio NA -0.27 0.25 0.53 0.20 NA NA 0.28 -0.77 2.71 1.54 0.12 1.34 1.11 -0.97 0.11 0.10 0.12 1.61 1.69
Standard Deviation(%) NA 23.06 17.33 16.04 16.28 NA NA 13.13 25.07 6.89 7.28 13.15 10.63 16.06 23.86 9.31 9.23 6.16 6.39 6.84
Draw Down(%) NA 16.54 16.54 16.54 37.17 NA NA 37.17 16.54 4.51 6.11 11.79 8.28 17.72 31.84 6.32 10.69 3.93 5.41 4.17
Yield(%) 0.00 0.00 1.64 3.27 4.39 3.16 2.37 4.32 0.00 2.29 2.54 2.42 4.67 2.72 14.05 8.25 0.00 5.74 2.10 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMSRX (ING MFS Total Return Port S) -10.01%
Feb 2006 - Feb 2009
-3.80%
Feb 2004 - Feb 2009
5.36%
Jan 2004 - Jan 2014
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMSRX (ING MFS Total Return Port S) 17.92%
Feb 2009 - Feb 2012
15.67%
Feb 2009 - Feb 2014
6.07%
May 2004 - May 2014
0.00%
NA
Annualized Rolling Returns Comparison Chart