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
ISOSX: ING SOLUTION 2015 PORTFOLIO S CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/02/2005 |
| Last Dividend Date: | 08/04/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.38% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/02/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -3.1 | 2.0 | 3.1 | -12.6 | 2.5 | 5.6 | 7.0 | -3.9 | 7.9 | 20.0 | -31.1 | 3.8 | 10.7 | 6.7 |
| Sharpe Ratio | NA | -0.87 | -0.11 | 0.13 | -0.05 | -0.02 | -1.23 | 0.43 | 0.86 | 0.74 | -0.3 | 0.74 | 1.09 | -1.53 | 0.09 | 1.23 | 1.78 |
| Draw Down(%) | NA | 15.7 | 15.7 | 15.7 | 43.2 | 43.2 | 15.7 | 6.1 | 6.4 | 5.2 | 15.2 | 7.9 | 17.7 | 34.5 | 6.4 | 5.0 | 3.0 |
| Standard Deviation(%) | NA | 13.9 | 9.8 | 10.8 | 12.7 | 12.1 | 15.3 | 5.8 | 6.4 | 9.5 | 12.9 | 10.5 | 18.2 | 20.8 | 8.6 | 6.0 | 4.4 |
| Treynor Ratio | NA | -0.18 | -0.01 | 0.02 | -0.01 | 0.0 | -0.3 | 0.04 | 0.06 | 0.09 | -0.04 | 0.11 | 0.28 | -0.88 | 0.01 | 0.12 | 0.09 |
| Alpha | NA | -0.05 | -0.03 | -0.03 | -0.02 | -0.01 | -0.07 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.02 | -0.11 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 0.67 | 0.75 | 0.84 | 0.59 | 0.59 | 0.64 | 0.65 | 0.88 | 0.81 | 0.89 | 0.73 | 0.71 | 0.36 | 0.57 | 0.62 | 0.9 |
| RSquared | NA | 0.1 | 0.22 | 0.42 | 0.33 | 0.35 | 0.08 | 0.36 | 0.71 | 0.36 | 0.82 | 0.56 | 0.44 | 0.19 | 0.44 | 0.48 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.3 | 3.2 | 2.7 | N/A | 0.0 | 3.3 | 3.3 | 4.4 | 3.2 | 2.4 | 5.4 | 3.3 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -27.2 | 33.1 | N/A | N/A | -100.0 | 4.5 | -18.6 | 30.4 | 47.3 | -47.3 | 11.5 | 376.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2005
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 Target Date 2011-2015 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2011-2015
Best Mutual Funds
- TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) (100%)
- FFVFX (FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND) (98%)
- TCLIX (TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS) (96%)
- FFVIX (FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I) (93%)
- SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) (91%)
- GMTZX (MYDESTINATION 2015 FUND INVESTOR) (89%)
- JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) (87%)
- LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) (83%)
- LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) (80%)
- NWEIX (NATIONWIDE DESTINATION 2015 FUND CLASS R6) (76%)
Latest Articles Related to ISOSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
