Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPTRX (ING PIMCO TOTAL RETURN PORTFOLIO CLASS S2) | NA | -31.84% | -3.44% | 0.17% | 0.09% | NA | NA | … | … |
Data as of 06/28/2022, Common starting date is 08/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPTRX (ING PIMCO TOTAL RETURN PORTFOLIO CLASS S2) | 08/12/2009 | 06/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.84 | -3.44 | 0.17 | 0.09 | NA | NA | … | … | -13.93 | -15.06 | 18.62 | 21.55 | -14.36 | -9.94 | 3.30 | -6.04 | 4.38 | -3.63 | 3.58 | 4.00 |
| Sharpe Ratio | NA | -1.15 | -0.14 | -0.09 | -0.05 | NA | NA | … | … | -1.47 | -0.53 | 0.56 | 1.49 | -0.03 | -1.35 | 0.86 | -1.09 | 1.02 | -0.48 | 0.64 | 3.30 |
| Standard Deviation(%) | NA | 27.83 | 26.84 | 26.15 | 26.15 | NA | NA | … | … | 18.47 | 28.25 | 32.98 | 13.48 | 57.36 | 11.11 | 3.81 | 5.59 | 4.27 | 7.61 | 5.47 | 3.20 |
| Draw Down(%) | NA | 40.55 | 40.55 | 40.55 | 40.55 | NA | NA | … | … | 19.58 | 26.08 | 31.53 | 7.08 | 20.83 | 12.14 | 2.51 | 9.85 | 3.97 | 9.43 | 5.12 | 0.95 |
| Yield(%) | 0.00 | 0.00 | 1.13 | 0.76 | 0.38 | 0.47 | 0.35 | … | … | 0.00 | 0.00 | 2.19 | 1.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.55 |
Data as of 06/28/2022, Common starting date is 08/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPTRX (ING PIMCO TOTAL RETURN PORTFOLIO CLASS S2) |
-4.21%
Apr 2019 – Apr 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPTRX (ING PIMCO TOTAL RETURN PORTFOLIO CLASS S2) |
6.99%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart