Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMTAX (ING MFS Total Return Port Adv) | NA | -6.26% | 4.03% | 7.33% | 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 |
|---|---|---|
| IMTAX (ING MFS Total Return Port Adv) | 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 (%) | -15.63 | -6.26 | 4.03 | 7.33 | NA | NA | NA | … | … | -11.17 | 18.29 | 10.76 | 1.25 | 9.49 | 17.49 | -22.62 | 3.61 | 3.24 |
| Sharpe Ratio | NA | -0.34 | 0.31 | 0.58 | NA | NA | NA | … | … | -0.82 | 3.78 | 2.10 | 0.13 | 0.96 | 1.09 | -0.98 | 0.06 | 0.02 |
| Standard Deviation(%) | NA | 18.60 | 12.70 | 12.50 | NA | NA | NA | … | … | 23.66 | 4.83 | 5.13 | 9.39 | 9.79 | 16.01 | 23.84 | 9.31 | 9.69 |
| Draw Down(%) | NA | 16.45 | 16.45 | 16.45 | NA | NA | NA | … | … | 16.45 | 4.55 | 6.15 | 11.97 | 8.36 | 17.78 | 32.07 | 6.36 | 10.65 |
| Yield(%) | 0.00 | 0.00 | 3.06 | 3.85 | 3.44 | 2.29 | 1.72 | … | … | 0.00 | 4.31 | 4.71 | 4.72 | 0.46 | 2.39 | 12.79 | 8.02 | 0.00 |
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 |
|---|---|---|---|---|
| IMTAX (ING MFS Total Return Port Adv) |
-8.66%
Mar 2006 – Mar 2009 |
0.13%
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 |
|---|---|---|---|---|
| IMTAX (ING MFS Total Return Port Adv) |
15.93%
Feb 2009 – Feb 2012 |
14.35%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart