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IDJAX: VOYA EURO STOXX 50(R) INDEX PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/11/2009 |
| Last Dividend Date: | 04/23/2020 |
| 12-Mo. Yield | 47.85% |
| Expenses | 0.94% |
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Performance Analytics (As of 01/19/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/11/2009 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -28.0 | -10.7 | 0.5 | -1.7 | -12.4 | 0.0 | -27.6 | 25.2 | -16.4 | 23.8 | 0.2 | -4.6 | -12.5 | 20.0 | 17.7 | -19.8 | -9.8 | 3.3 |
| Sharpe Ratio | NA | -0.96 | -0.56 | -0.01 | -0.09 | -0.08 | 0.0 | -0.95 | 1.82 | -1.11 | 2.07 | 0.0 | -0.22 | -0.74 | 1.05 | 0.68 | -0.51 | -0.32 | 0.44 |
| Draw Down(%) | NA | 38.7 | 40.5 | 40.5 | 42.9 | 42.9 | 0.0 | 38.9 | 8.7 | 24.9 | 3.2 | 14.1 | 16.8 | 18.6 | 12.8 | 26.4 | 40.1 | 30.8 | 9.1 |
| Standard Deviation(%) | NA | 29.3 | 20.7 | 19.5 | 22.7 | 23.7 | NA | 29.3 | 13.1 | 15.9 | 11.3 | 22.7 | 21.3 | 16.9 | 19.0 | 26.1 | 38.7 | 31.2 | 25.2 |
| Treynor Ratio | NA | -0.38 | -0.14 | 0.0 | -0.02 | -0.02 | NA | -0.38 | 0.22 | -0.16 | 0.19 | 0.0 | -0.04 | -0.1 | 0.16 | 0.14 | -0.17 | -0.08 | 0.1 |
| Alpha | NA | -0.15 | -0.05 | -0.03 | -0.03 | -0.03 | 0.0 | -0.14 | 0.0 | 0.0 | -0.03 | 0.01 | -0.01 | -0.02 | -0.04 | -0.03 | -0.02 | -0.06 | 0.0 |
| Beta | NA | 0.73 | 0.82 | 0.89 | 1.05 | 1.08 | 0.0 | 0.74 | 1.09 | 1.1 | 1.2 | 1.07 | 1.09 | 1.23 | 1.28 | 1.28 | 1.2 | 1.21 | 1.12 |
| RSquared | NA | 0.7 | 0.75 | 0.79 | 0.84 | 0.86 | 0.0 | 0.7 | 0.93 | 0.94 | 0.87 | 0.95 | 0.76 | 0.89 | 0.87 | 0.92 | 0.95 | 0.96 | 0.97 |
| Yield(%) | N/A | 47.9 | 17.8 | 15.8 | 6.6 | N/A | 0.0 | 47.3 | 12.4 | 4.0 | 3.6 | 1.8 | 2.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 331.9 | 692.8 | 2193.4 | N/A | N/A | -100.0 | 331.9 | 147.6 | 32.9 | 104.2 | -44.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/11/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EUROPE STOCK Asset Class Trend Rankings |
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* Day change on 01/19/2021.Latest Articles Related to IDJAX
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