Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AETAX (ING Balanced A) | NA | 3.82% | -6.23% | -0.83% | 0.06% | NA | NA | … | … |
Data as of 09/28/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AETAX (ING Balanced A) | 06/21/1996 | 09/28/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.82 | -6.23 | -0.83 | 0.06 | NA | NA | … | … | 1.07 | 17.68 | -30.11 | 4.62 | 9.22 | 3.39 | 9.04 | 16.84 | -10.65 | -4.83 | -1.26 | 12.01 | 16.31 | 20.34 | 8.84 |
| Sharpe Ratio | NA | 0.32 | -0.36 | -0.16 | -0.11 | NA | NA | … | … | 0.11 | 1.04 | -1.25 | 0.17 | 0.84 | 0.18 | 1.12 | 1.67 | -0.85 | -0.59 | -0.37 | 0.82 | 1.14 | -3.23 | 1.70 |
| Standard Deviation(%) | NA | 11.70 | 18.72 | 15.39 | 13.32 | NA | NA | … | … | 12.08 | 16.86 | 24.75 | 9.37 | 7.04 | 6.94 | 7.26 | 9.66 | 13.78 | 12.24 | 14.20 | 10.70 | 11.36 | 10.74 | 8.18 |
| Draw Down(%) | NA | 10.06 | 43.87 | 43.87 | 43.87 | NA | NA | … | … | 10.06 | 19.84 | 38.52 | 6.36 | 5.71 | 4.80 | 5.80 | 7.06 | 18.05 | 16.69 | 10.56 | 7.32 | 13.66 | 6.67 | 5.00 |
| Yield(%) | 0.00 | 1.87 | 3.01 | 4.03 | 3.34 | 5.67 | 4.25 | … | … | 1.03 | 2.86 | 2.81 | 4.88 | 2.61 | 8.16 | 3.18 | 0.75 | 1.35 | 1.82 | 10.65 | 6.34 | 7.65 | 20.54 | 13.44 |
Data as of 09/28/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AETAX (ING Balanced A) |
-12.03%
Feb 2006 – Feb 2009 |
-5.27%
Feb 2004 – Feb 2009 |
-1.39%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AETAX (ING Balanced A) |
18.09%
Mar 1997 – Mar 2000 |
10.68%
Jul 1996 – Jul 2001 |
6.98%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart