It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ILMSX: ING LifeStyle Moderate Growth S (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/02/2006 |
| Last Dividend Date: | 07/15/2009 |
| 12-Mo. Yield | 6.49% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/04/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 02/02/2006 |
2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 32.1 | -4.5 | -1.4 | 24.0 | -33.5 | 4.4 | 9.8 |
| Sharpe Ratio | NA | 1.44 | -0.3 | -0.18 | 1.31 | -1.35 | 0.12 | 0.89 |
| Draw Down(%) | NA | 19.3 | 46.3 | 46.3 | 19.3 | 37.5 | 8.3 | 7.4 |
| Standard Deviation(%) | NA | 22.2 | 20.0 | 17.9 | 19.9 | 25.5 | 11.2 | 8.5 |
| Treynor Ratio | NA | 1.76 | -0.24 | -0.13 | 1.02 | -1.57 | 0.04 | 0.15 |
| Alpha | NA | 0.08 | -0.03 | -0.01 | 0.07 | -0.12 | 0.0 | 0.01 |
| Beta | NA | 0.18 | 0.25 | 0.25 | 0.25 | 0.22 | 0.36 | 0.51 |
| RSquared | NA | 0.05 | 0.14 | 0.15 | 0.13 | 0.13 | 0.27 | 0.36 |
| Yield(%) | N/A | 6.5 | 4.5 | N/A | 6.1 | 5.8 | 3.6 | 2.6 |
| Dividend Growth(%) | N/A | -34.5 | N/A | N/A | -34.5 | 62.0 | 50.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
