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IWSAX: ING Wells Fargo Sm Cap Disciplined Adv (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/12/2006 |
| Last Dividend Date: | 07/14/2010 |
| 12-Mo. Yield | 0.69% |
| Expenses | - |
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Performance Analytics (As of 09/28/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 05/12/2006 |
2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.9 | -8.1 | -4.0 | -5.7 | 29.5 | -32.9 | -4.0 | 6.6 |
| Sharpe Ratio | NA | -0.04 | -0.27 | -0.19 | -0.31 | 0.9 | -0.87 | -0.43 | 0.55 |
| Draw Down(%) | NA | 22.9 | 55.0 | 56.8 | 22.9 | 30.2 | 45.8 | 15.0 | 7.4 |
| Standard Deviation(%) | NA | 23.9 | 32.5 | 28.0 | 24.7 | 32.7 | 38.9 | 16.8 | 12.9 |
| Treynor Ratio | NA | -0.01 | -0.1 | -0.06 | -0.09 | 0.33 | -0.4 | -0.08 | 0.1 |
| Alpha | NA | -0.05 | -0.02 | -0.02 | -0.08 | -0.01 | -0.01 | -0.02 | 0.01 |
| Beta | NA | 0.88 | 0.87 | 0.86 | 0.87 | 0.9 | 0.85 | 0.85 | 0.71 |
| RSquared | NA | 0.87 | 0.93 | 0.93 | 0.85 | 0.96 | 0.94 | 0.87 | 0.84 |
| Yield(%) | N/A | 0.7 | 4.1 | N/A | 0.6 | 0.3 | 12.6 | 0.0 | 2.3 |
| Dividend Growth(%) | N/A | 152.4 | N/A | N/A | 152.4 | -98.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/2006
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 09/28/2010.Latest Articles Related to IWSAX
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