Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISORX (ING Smallcap Opportunities Fd) | NA | -28.00% | 0.68% | 0.91% | 7.20% | NA | NA | … | … |
Data as of 11/17/2022, Common starting date is 08/10/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISORX (ING Smallcap Opportunities Fd) | 08/10/2011 | 11/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -28.00 | 0.68 | 0.91 | 7.20 | NA | NA | … | … | -25.31 | -14.39 | 25.69 | 24.66 | -16.65 | 17.70 | 12.12 | -1.79 | 4.64 | 37.12 | 14.57 | 16.63 |
| Sharpe Ratio | NA | -1.02 | 0.00 | 0.00 | 0.32 | NA | NA | … | … | -1.01 | -0.48 | 0.62 | 1.35 | -0.88 | 1.54 | 0.64 | -0.11 | 0.30 | 2.80 | 0.89 | 1.03 |
| Standard Deviation(%) | NA | 28.59 | 30.91 | 26.79 | 21.83 | NA | NA | … | … | 29.19 | 30.17 | 40.61 | 17.17 | 20.46 | 11.12 | 18.53 | 17.27 | 15.25 | 13.23 | 16.48 | 46.70 |
| Draw Down(%) | NA | 32.71 | 40.71 | 42.70 | 42.70 | NA | NA | … | … | 30.63 | 27.92 | 40.71 | 10.47 | 30.52 | 7.03 | 16.68 | 16.42 | 11.18 | 4.89 | 11.98 | 14.71 |
| Yield(%) | 0.00 | 16.11 | 7.61 | 8.25 | 9.44 | 7.91 | 5.93 | … | … | 0.00 | 17.60 | 0.00 | 0.01 | 15.06 | 10.63 | 3.16 | 8.24 | 7.39 | 6.97 | 1.87 | 0.00 |
Data as of 11/17/2022, Common starting date is 08/10/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISORX (ING Smallcap Opportunities Fd) |
-5.39%
Mar 2017 – Mar 2020 |
-1.17%
Mar 2015 – Mar 2020 |
6.27%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISORX (ING Smallcap Opportunities Fd) |
21.25%
Sep 2011 – Sep 2014 |
15.66%
Sep 2011 – Sep 2016 |
12.69%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart