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IRLNX: VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 70.06 1.31(1.91%) May 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (22%) |
Start Date: | 08/11/2009 |
Last Dividend Date: | 05/11/2023 |
12-Mo. Yield | 4.65% |
Expenses | 0.43% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/11/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 10.1 | 39.2 | 10.8 | 18.3 | 16.4 | 16.0 | 46.0 | -30.4 | 31.3 | 38.3 | 35.6 | -1.0 | 31.3 | 6.6 | 7.6 | 11.6 | 30.0 | 13.2 | 3.0 | 12.1 | 14.5 |
Sharpe Ratio | NA | 1.61 | 2.29 | 0.35 | 0.66 | 0.76 | 0.81 | 2.58 | -1.05 | 1.85 | 1.05 | 2.36 | -0.11 | 4.02 | 0.49 | 0.46 | 0.97 | 2.71 | 1.04 | 0.13 | 0.73 | 3.14 |
Draw Down(%) | NA | 6.8 | 9.3 | 32.9 | 32.9 | 32.9 | 32.9 | 9.3 | 32.7 | 8.8 | 30.5 | 8.6 | 22.2 | 2.5 | 10.2 | 11.6 | 6.8 | 6.2 | 10.3 | 16.1 | 15.7 | 4.0 |
Standard Deviation(%) | NA | 16.5 | 15.6 | 21.9 | 24.5 | 20.2 | 18.9 | 16.3 | 30.4 | 16.9 | 36.0 | 14.5 | 20.3 | 7.7 | 13.0 | 16.4 | 12.0 | 11.1 | 12.8 | 21.9 | 16.4 | 13.1 |
Treynor Ratio | NA | 0.31 | 0.42 | 0.1 | 0.19 | 0.18 | 0.18 | 0.51 | -0.41 | 0.44 | 0.38 | 0.52 | -0.02 | 0.37 | 0.07 | 0.1 | 0.14 | 0.34 | 0.16 | 0.04 | 0.14 | 0.55 |
Alpha | NA | 0.01 | 0.02 | 0.03 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.07 | -0.05 | 0.02 | -0.01 | 0.02 | 0.03 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.04 |
Beta | NA | 0.86 | 0.84 | 0.79 | 0.86 | 0.85 | 0.84 | 0.83 | 0.78 | 0.72 | 0.99 | 0.66 | 0.95 | 0.84 | 0.86 | 0.77 | 0.84 | 0.88 | 0.84 | 0.81 | 0.84 | 0.75 |
RSquared | NA | 0.96 | 0.92 | 0.9 | 0.91 | 0.88 | 0.89 | 0.92 | 0.91 | 0.82 | 0.96 | 0.7 | 0.97 | 0.9 | 0.94 | 0.57 | 0.92 | 0.91 | 0.92 | 0.96 | 0.96 | 0.95 |
Yield(%) | N/A | 0.0 | 5.5 | 4.8 | 6.5 | 7.2 | N/A | 6.4 | 7.0 | 1.1 | 5.4 | 6.4 | 4.6 | 1.3 | 1.3 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -43.2 | 42.2 | 404.6 | N/A | N/A | -43.2 | 760.0 | -74.5 | 10.3 | 30.7 | 365.7 | 2.9 | 17.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2009
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