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IWSSX: ING Wells Fargo Small Cap Disciplined S (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 | 0.82% |
| Expenses | - |
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Performance Analytics (As of 02/17/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 05/12/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -5.7 | 30.1 | -32.7 | -3.7 | 6.5 |
| Sharpe Ratio | NA | NA | NA | NA | NA | -0.31 | 0.92 | -0.86 | -0.41 | 0.53 |
| Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | 23.0 | 30.2 | 45.7 | 14.9 | 7.6 |
| Standard Deviation(%) | NA | NA | NA | NA | 0.0 | 24.7 | 32.8 | 39.0 | 16.9 | 13.0 |
| Treynor Ratio | NA | 0.51 | -5.97 | -4.09 | 0.0 | -0.09 | 0.33 | -0.39 | -0.08 | 0.1 |
| Alpha | NA | -0.21 | -0.16 | -0.1 | NA | -0.08 | -0.01 | -0.01 | -0.02 | 0.01 |
| Beta | NA | -1.95 | 0.17 | 0.25 | NA | 0.87 | 0.9 | 0.85 | 0.85 | 0.72 |
| RSquared | NA | 0.39 | 0.01 | 0.02 | 0.0 | 0.85 | 0.96 | 0.94 | 0.87 | 0.85 |
| Yield(%) | N/A | 0.8 | 5.1 | N/A | N/A | 0.8 | 0.8 | 12.9 | 0.0 | 2.3 |
| Dividend Growth(%) | N/A | 26.9 | N/A | N/A | -100.0 | 26.9 | -96.3 | 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 02/17/2011.Latest Articles Related to IWSSX
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