Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ING ShareBuilder 401K Balanced Model Portfolio | NA | 9.56% | 7.51% | 7.59% | 6.08% | 7.16% | NA | … | … |
Data as of 06/04/2025, Common starting date is 07/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ING ShareBuilder 401K Balanced Model Portfolio | 07/27/2007 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 9.56 | 7.51 | 7.59 | 6.08 | 7.16 | NA | … | … | 2.95 | 11.94 | 13.39 | -14.20 | 13.22 | 10.32 | 17.67 | -5.63 | 9.10 | 8.64 | -0.59 | 6.90 | 13.30 | 9.94 | 3.46 | 11.03 | 13.05 | -16.85 | 3.36 |
| Sharpe Ratio | NA | 0.51 | 0.36 | 0.50 | 0.44 | NA | NA | … | … | 0.10 | 0.96 | 1.07 | -1.03 | 1.62 | 0.53 | 2.67 | -0.86 | 2.32 | 1.25 | -0.09 | 1.29 | 2.01 | 1.61 | 0.31 | 1.13 | 1.09 | -0.97 | 0.25 |
| Standard Deviation(%) | NA | 12.29 | 11.73 | 11.17 | 10.58 | NA | NA | … | … | 15.83 | 8.64 | 9.14 | 15.21 | 8.14 | 19.03 | 6.07 | 8.14 | 3.65 | 6.71 | 7.14 | 5.34 | 6.60 | 6.13 | 10.98 | 9.67 | 11.88 | 18.37 | 9.11 |
| Draw Down(%) | NA | 11.85 | 12.71 | 20.17 | 21.58 | NA | NA | … | … | 11.75 | 4.47 | 9.07 | 19.88 | 3.97 | 21.58 | 2.90 | 11.18 | 1.54 | 4.39 | 6.66 | 3.59 | 5.60 | 4.18 | 8.64 | 7.39 | 14.07 | 26.16 | 3.44 |
| Yield(%) | NA | 2.94 | 2.52 | 2.41 | 2.14 | NA | NA | … | … | NA | 1.00 | 2.56 | 2.19 | 2.45 | 1.90 | 2.05 | 1.71 | 0.32 | 2.81 | 2.40 | 2.50 | 2.31 | 2.55 | 2.76 | 2.97 | 3.30 | 3.16 | 1.67 |
Data as of 06/04/2025, Common starting date is 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ING ShareBuilder 401K Balanced Model Portfolio |
-0.96%
Aug 2007 – Aug 2010 |
2.23%
Mar 2015 – Mar 2020 |
4.39%
Oct 2013 – Oct 2023 |
4.30%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ING ShareBuilder 401K Balanced Model Portfolio |
14.85%
Feb 2009 – Feb 2012 |
12.88%
Feb 2009 – Feb 2014 |
8.65%
Feb 2009 – Feb 2019 |
7.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart