Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPTAX (ING PIMCO Total Return Bond Port Adv) | NA | 0.00% | -0.92% | 2.17% | NA | NA | NA | … | … |
Data as of 08/22/2014, Common starting date is 07/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPTAX (ING PIMCO Total Return Bond Port Adv) | 07/21/2009 | 08/22/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -0.92 | 2.17 | NA | NA | NA | … | … | -10.76 | 0.25 | 8.42 | 3.04 | 7.29 | 5.81 |
| Sharpe Ratio | NA | -0.54 | -0.09 | 0.26 | NA | NA | NA | … | … | -0.40 | 2.63 | 3.36 | 0.81 | 1.92 | 4.23 |
| Standard Deviation(%) | NA | 19.87 | 10.65 | 8.21 | NA | NA | NA | … | … | 17.56 | 1.77 | 2.51 | 3.72 | 3.75 | 3.13 |
| Draw Down(%) | NA | 10.76 | 10.76 | 10.76 | NA | NA | NA | … | … | 10.76 | 0.25 | 1.21 | 3.27 | 4.65 | 0.83 |
| Yield(%) | 0.00 | 0.00 | 1.18 | 4.15 | 2.11 | 1.41 | 1.06 | … | … | 0.00 | 0.00 | 3.54 | 8.66 | 8.05 | 0.00 |
Data as of 08/22/2014, Common starting date is 07/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPTAX (ING PIMCO Total Return Bond Port Adv) |
0.63%
Jul 2011 – Jul 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPTAX (ING PIMCO Total Return Bond Port Adv) |
6.82%
Aug 2009 – Aug 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
