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IASPX: VOYA SOLUTION 2055 PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 13.49 0.02(0.15%) July 10
| Asset Class: | Target Date 2051-2055 |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 03/08/2010 |
| Last Dividend Date: | 08/02/2024 |
| 12-Mo. Yield | 0.98% |
| Expenses | 1.48% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/08/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 10.2 | 13.6 | 6.7 | 2.6 | 4.0 | 6.5 | 6.0 | 14.5 | 17.5 | -35.1 | 2.9 | 9.5 | 24.1 | -10.7 | 21.1 | 6.4 | -1.1 | 6.3 | 22.8 | 15.3 | -6.0 | 13.2 |
| Sharpe Ratio | NA | 0.83 | 0.6 | 0.17 | 0.04 | 0.14 | NA | 0.29 | 0.71 | 1.09 | -1.24 | 0.16 | 0.29 | 2.12 | -0.84 | 3.22 | 0.47 | -0.09 | 0.55 | 2.15 | 1.19 | -0.26 | 0.85 |
| Draw Down(%) | NA | 16.0 | 16.0 | 29.7 | 46.2 | 46.2 | NA | 46.2 | 7.6 | 12.9 | 40.8 | 14.7 | 34.5 | 6.1 | 19.9 | 1.9 | 11.5 | 12.8 | 8.3 | 7.3 | 11.1 | 22.5 | 14.7 |
| Standard Deviation(%) | NA | 20.2 | 16.8 | 19.1 | 19.0 | 18.3 | NA | 17.4 | 11.1 | 12.2 | 29.4 | 17.6 | 32.1 | 10.7 | 14.4 | 6.4 | 13.3 | 13.0 | 11.5 | 10.6 | 12.9 | 23.3 | 18.8 |
| Treynor Ratio | NA | 0.2 | 0.13 | 0.04 | 0.01 | 0.03 | NA | 0.06 | 0.1 | 0.15 | -0.44 | 0.03 | 0.11 | 0.27 | -0.16 | 0.23 | 0.06 | -0.02 | 0.09 | 0.25 | 0.16 | -0.07 | 0.2 |
| Alpha | NA | 0.02 | 0.0 | -0.03 | -0.04 | -0.03 | NA | -0.02 | -0.02 | -0.02 | -0.1 | -0.07 | -0.02 | -0.01 | -0.03 | 0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 | 0.02 |
| Beta | NA | 0.82 | 0.8 | 0.81 | 0.84 | 0.84 | NA | 0.85 | 0.78 | 0.87 | 0.83 | 0.88 | 0.86 | 0.85 | 0.74 | 0.9 | 0.98 | 0.74 | 0.7 | 0.91 | 0.94 | 0.93 | 0.79 |
| RSquared | NA | 0.96 | 0.9 | 0.58 | 0.62 | 0.74 | NA | 0.75 | 0.8 | 0.88 | 0.51 | 0.45 | 0.86 | 0.97 | 0.79 | 0.89 | 0.95 | 0.78 | 0.48 | 0.9 | 0.86 | 0.87 | 0.6 |
| Yield(%) | N/A | 0.0 | 1.0 | 2.5 | 2.1 | 4.4 | 5.6 | N/A | 1.1 | 3.1 | 3.2 | 2.1 | 1.1 | 11.0 | 4.6 | 3.1 | 8.1 | 11.7 | 7.2 | 2.9 | 2.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -59.9 | -51.2 | -73.1 | N/A | N/A | N/A | -59.9 | -39.3 | 52.7 | 104.5 | -88.6 | 103.6 | 76.2 | -61.9 | -40.3 | 60.4 | 192.9 | 55.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2010
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