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ISQIX: VOYA SOLUTION 2035 PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 10.27 0.01(0.10%) May 10
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (94%) |
Start Date: | 04/29/2005 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 6.90% |
Expenses | 1.23% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/29/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 5.0 | 16.1 | 2.4 | 7.8 | 6.9 | 8.8 | 6.3 | 17.6 | -17.9 | 14.5 | 14.6 | 22.2 | -9.9 | 19.8 | 6.5 | -0.3 | 6.3 | 20.3 | 15.4 | -4.4 | 14.1 | 30.1 | -39.1 | 5.6 | 14.4 | 11.1 |
Sharpe Ratio | NA | 1.24 | 1.34 | 0.01 | 0.38 | 0.43 | NA | 0.33 | 1.35 | -1.04 | 1.4 | 0.55 | 2.33 | -0.9 | 3.41 | 0.53 | -0.03 | 0.62 | 2.14 | 1.22 | -0.21 | 0.8 | 1.13 | -1.32 | 0.19 | 1.11 | 1.93 |
Draw Down(%) | NA | 4.4 | 9.4 | 24.6 | 30.6 | 30.6 | NA | 53.4 | 9.4 | 24.2 | 4.5 | 30.6 | 4.9 | 18.2 | 1.7 | 10.2 | 11.3 | 7.3 | 6.8 | 10.0 | 20.9 | 13.4 | 25.0 | 42.5 | 9.1 | 8.5 | 4.5 |
Standard Deviation(%) | NA | 8.7 | 9.2 | 13.4 | 16.3 | 13.7 | NA | 16.0 | 10.0 | 18.7 | 10.3 | 26.3 | 8.9 | 12.4 | 5.6 | 11.8 | 11.5 | 10.1 | 9.5 | 12.6 | 21.4 | 17.6 | 26.5 | 30.3 | 13.8 | 10.0 | 7.6 |
Treynor Ratio | NA | 0.11 | 0.14 | 0.0 | 0.06 | 0.06 | NA | 0.07 | 0.17 | -0.21 | 0.13 | 0.13 | 0.2 | -0.12 | 0.18 | 0.06 | 0.0 | 0.08 | 0.21 | 0.16 | -0.05 | 0.17 | 0.4 | -1.14 | 0.04 | 0.15 | 0.14 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.03 | -0.13 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.99 | 0.89 | 0.91 | 1.02 | 1.0 | NA | 0.75 | 0.81 | 0.91 | 1.08 | 1.09 | 1.06 | 0.97 | 1.08 | 1.03 | 0.88 | 0.81 | 0.94 | 0.95 | 0.93 | 0.81 | 0.75 | 0.35 | 0.63 | 0.75 | 1.02 |
RSquared | NA | 0.88 | 0.71 | 0.67 | 0.86 | 0.85 | NA | 0.56 | 0.56 | 0.66 | 0.91 | 1.0 | 0.99 | 0.81 | 0.95 | 0.98 | 0.83 | 0.52 | 0.92 | 0.76 | 0.86 | 0.61 | 0.5 | 0.18 | 0.44 | 0.49 | 0.95 |
Yield(%) | N/A | 0.0 | 6.9 | 9.3 | 10.0 | 8.3 | 10.1 | N/A | 7.3 | 17.1 | 6.6 | 8.3 | 11.3 | 3.9 | 4.8 | 11.2 | 14.9 | 11.0 | 2.3 | 2.5 | 1.8 | 1.5 | 0.1 | 3.9 | 0.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -71.8 | 39.1 | 2.9 | N/A | N/A | N/A | -72.0 | 179.5 | -17.0 | -18.7 | 146.0 | -5.7 | -58.6 | -36.3 | 29.7 | 453.6 | 3.7 | 35.0 | 33.3 | 1400.0 | -98.1 | 420.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2005
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