Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPVSX (ING Pioneer Mid Cap Value Port S) | NA | 19.06% | 12.25% | 6.23% | NA | NA | NA | … | … |
Data as of 09/11/2013, Common starting date is 02/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPVSX (ING Pioneer Mid Cap Value Port S) | 02/02/2006 | 09/11/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 19.06 | 12.25 | 6.23 | NA | NA | NA | … | … | 18.34 | 11.04 | -5.00 | 17.94 | 25.15 | -33.17 | 5.58 | 9.63 |
| Sharpe Ratio | NA | 1.43 | 0.66 | 0.23 | NA | NA | NA | … | … | 2.00 | 0.79 | -0.19 | 0.88 | 0.86 | -0.86 | 0.17 | 0.72 |
| Standard Deviation(%) | NA | 13.32 | 19.22 | 27.14 | NA | NA | NA | … | … | 13.73 | 13.99 | 26.62 | 20.27 | 29.29 | 39.69 | 15.36 | 10.18 |
| Draw Down(%) | NA | 8.12 | 25.50 | 43.89 | NA | NA | NA | … | … | 6.24 | 13.16 | 25.50 | 17.49 | 25.22 | 47.18 | 11.62 | 9.31 |
| Yield(%) | 0.00 | 1.00 | 1.14 | 1.07 | 1.78 | 1.19 | 0.89 | … | … | 0.21 | 0.99 | 1.28 | 0.93 | 1.37 | 6.76 | 5.80 | 0.00 |
Data as of 09/11/2013, 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 |
|---|---|---|---|---|
| IPVSX (ING Pioneer Mid Cap Value Port S) |
-11.98%
Mar 2006 – Mar 2009 |
-2.52%
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 |
|---|---|---|---|---|
| IPVSX (ING Pioneer Mid Cap Value Port S) |
21.94%
Feb 2009 – Feb 2012 |
6.69%
Jul 2008 – Jul 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart