Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMUSX (ING MFS Utilities Port S) | NA | -14.83% | 1.72% | 9.44% | NA | NA | NA | … | … |
Data as of 07/22/2014, Common starting date is 02/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMUSX (ING MFS Utilities Port S) | 02/02/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -29.93 | -14.83 | 1.72 | 9.44 | NA | NA | NA | … | … | -19.30 | 20.17 | 13.30 | 6.39 | 14.57 | 32.80 | -37.70 | 27.38 | 25.87 |
| Sharpe Ratio | NA | -0.39 | 0.07 | 0.43 | NA | NA | NA | … | … | -0.64 | 1.97 | 1.31 | 0.32 | 0.85 | 1.33 | -0.93 | 1.53 | 2.42 |
| Standard Deviation(%) | NA | 38.14 | 25.48 | 22.07 | NA | NA | NA | … | … | 50.72 | 10.24 | 10.17 | 19.88 | 17.08 | 24.66 | 41.53 | 15.93 | 10.46 |
| Draw Down(%) | NA | 31.67 | 31.67 | 31.67 | NA | NA | NA | … | … | 31.67 | 8.06 | 7.71 | 15.87 | 11.73 | 22.94 | 48.54 | 10.69 | 6.42 |
| Yield(%) | 0.00 | 2.07 | 2.79 | 4.08 | 4.55 | 3.03 | 2.27 | … | … | 0.00 | 2.31 | 3.34 | 3.65 | 3.59 | 6.10 | 12.48 | 4.59 | 0.65 |
Data as of 07/22/2014, Common starting date is 02/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMUSX (ING MFS Utilities Port S) |
-6.08%
May 2007 – May 2010 |
1.11%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMUSX (ING MFS Utilities Port S) |
24.03%
Feb 2009 – Feb 2012 |
20.70%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart