Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAGIX (ING Core Equity Research A) | NA | -3.43% | 10.55% | 10.60% | 5.95% | 2.25% | NA | … | … |
Data as of 03/10/2015, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAGIX (ING Core Equity Research A) | 11/12/1998 | 03/10/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.67 | -3.43 | 10.55 | 10.60 | 5.95 | 2.25 | NA | … | … | -10.63 | 9.80 | 30.59 | 17.46 | -0.40 | 12.53 | 27.77 | -37.56 | 7.94 | 20.58 | 4.13 | 13.33 | 25.20 | -25.43 | -18.81 | -11.62 | 17.36 | 10.97 |
| Sharpe Ratio | NA | -0.18 | 0.67 | 0.57 | 0.23 | NA | NA | … | … | -1.38 | 0.86 | 2.65 | 1.29 | -0.02 | 0.67 | 0.99 | -0.99 | 0.31 | 1.78 | 0.18 | 1.09 | 1.44 | -1.12 | -1.10 | -0.68 | 0.88 | 7.35 |
| Standard Deviation(%) | NA | 18.91 | 15.58 | 18.49 | 21.46 | NA | NA | … | … | 33.35 | 11.43 | 11.55 | 13.63 | 24.77 | 18.65 | 27.94 | 38.92 | 15.76 | 9.75 | 10.73 | 11.32 | 16.97 | 23.76 | 19.54 | 22.87 | 16.04 | 16.11 |
| Draw Down(%) | NA | 14.07 | 14.07 | 21.40 | 53.21 | NA | NA | … | … | 14.07 | 8.35 | 5.26 | 11.05 | 21.40 | 16.16 | 25.00 | 48.02 | 10.49 | 6.46 | 6.97 | 7.14 | 13.49 | 31.73 | 29.07 | 21.04 | 10.79 | 3.98 |
| Yield(%) | 0.00 | 14.11 | 7.15 | 5.46 | 3.39 | 2.12 | 3.08 | … | … | 0.00 | 14.46 | 0.90 | 1.22 | 0.79 | 0.45 | 0.90 | 0.95 | 0.75 | 1.65 | 1.77 | 3.80 | 0.00 | 0.54 | 0.12 | 5.14 | 19.93 | 11.63 |
Data as of 03/10/2015, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGIX (ING Core Equity Research A) |
-20.98%
Mar 2000 – Mar 2003 |
-6.19%
Mar 2000 – Mar 2005 |
-4.40%
Feb 1999 – Feb 2009 |
2.87%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGIX (ING Core Equity Research A) |
23.71%
Feb 2009 – Feb 2012 |
21.39%
Feb 2009 – Feb 2014 |
8.62%
Mar 2003 – Mar 2013 |
3.58%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart