Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IMTRX (ING MFS Total Return Port S2) NA -6.09% 4.22% 7.58% 3.84% NA NA … …
Data as of 07/22/2014, Common starting date is 06/04/2003
More Performance Analytics Comparison
Name Start Date End Date
IMTRX (ING MFS Total Return Port S2) 06/04/2003 07/22/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -15.65 -6.09 4.22 7.58 3.84 NA NA … … -11.15 18.56 10.96 1.47 9.94 17.69 -22.51 3.87 4.14 2.68 11.42 6.84
Sharpe Ratio NA -0.27 0.24 0.48 0.17 NA NA … … -0.77 2.70 1.52 0.11 1.01 1.10 -0.98 0.09 0.09 0.08 1.63 1.66
Standard Deviation(%) NA 22.92 17.24 15.83 16.14 NA NA … … 24.95 6.86 7.25 13.08 9.78 16.02 23.84 9.27 9.18 6.20 6.43 6.90
Draw Down(%) NA 16.46 16.46 16.46 37.37 NA NA … … 16.46 4.55 6.16 11.88 8.27 17.75 31.98 6.32 10.71 3.96 5.42 4.11
Yield(%) 0.00 0.00 1.55 2.27 4.03 2.90 2.17 … … 0.00 2.16 2.39 2.31 0.69 2.58 13.85 8.20 0.00 5.76 2.46 0.00
Data as of 07/22/2014, Common starting date is 06/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMTRX (ING MFS Total Return Port S2) -10.14%
Feb 2006 – Feb 2009 		-3.89%
Feb 2004 – Feb 2009 		4.83%
Jan 2004 – Jan 2014 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMTRX (ING MFS Total Return Port S2) 16.24%
Feb 2009 – Feb 2012 		14.62%
Feb 2009 – Feb 2014 		5.55%
May 2004 – May 2014 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return