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IDMOX: VOYA MID CAP RESEARCH ENHANCED INDEX FUND CLASS O (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/17/2003 |
Last Dividend Date: | 12/14/2018 |
12-Mo. Yield | 9.80% |
Expenses | 0.99% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/22/2004 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.0 | 4.3 | 7.0 | 9.5 | 6.9 | 7.2 | 22.0 | -14.5 | 13.1 | 18.5 | -9.7 | 11.0 | 29.3 | 17.5 | -1.6 | 21.6 | 31.1 | -37.8 | 4.8 | 8.9 | 10.6 | 16.0 | 3.8 |
Sharpe Ratio | NA | 0.43 | 0.37 | 0.29 | 0.59 | NA | 0.32 | 1.5 | -0.96 | 1.26 | 1.2 | -0.64 | 0.9 | 2.31 | 1.15 | -0.06 | 1.03 | 0.97 | -0.89 | 0.11 | 0.41 | 0.68 | 1.12 | 2.61 |
Draw Down(%) | NA | 17.4 | 24.1 | 24.1 | 26.2 | NA | 58.2 | 9.1 | 24.1 | 6.1 | 12.2 | 16.2 | 8.4 | 6.9 | 11.4 | 26.2 | 18.4 | 28.4 | 53.3 | 13.2 | 12.7 | 8.0 | 10.1 | 3.8 |
Standard Deviation(%) | NA | 16.9 | 14.1 | 14.6 | 16.9 | NA | 20.3 | 15.3 | 16.5 | 9.9 | 15.2 | 15.2 | 12.2 | 12.7 | 15.4 | 28.6 | 20.9 | 32.0 | 43.4 | 16.5 | 13.7 | 12.4 | 13.5 | 13.8 |
Treynor Ratio | NA | 0.07 | 0.05 | 0.05 | 0.1 | NA | 0.07 | 0.21 | -0.16 | 0.11 | 0.19 | -0.13 | 0.12 | 0.3 | 0.17 | -0.02 | 0.23 | 0.32 | -0.4 | 0.02 | 0.05 | 0.08 | 0.15 | 0.33 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.03 | -0.02 | -0.03 | 0.03 | -0.03 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.02 | 0.02 | 0.0 | -0.02 | -0.01 | -0.02 | -0.07 |
Beta | NA | 1.08 | 1.05 | 0.95 | 0.99 | NA | 0.98 | 1.1 | 0.98 | 1.19 | 0.96 | 0.75 | 0.95 | 0.98 | 1.02 | 1.05 | 0.96 | 0.97 | 0.97 | 0.96 | 1.08 | 1.0 | 1.04 | 1.08 |
RSquared | NA | 0.92 | 0.91 | 0.83 | 0.92 | NA | 0.95 | 0.9 | 0.94 | 0.88 | 0.93 | 0.56 | 0.94 | 0.94 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.94 | 0.96 | 0.96 | 0.95 | 0.98 |
Yield(%) | N/A | 9.8 | 6.5 | 8.3 | 9.6 | 7.0 | N/A | 0.0 | 9.3 | 7.8 | 2.0 | 5.6 | 23.6 | 10.0 | 1.7 | 0.3 | 0.8 | 0.9 | 0.6 | 19.0 | 8.4 | 5.0 | 0.6 | 0.1 |
Dividend Growth(%) | N/A | 25.7 | -54.8 | 306.7 | N/A | N/A | N/A | -100.0 | 25.7 | 375.7 | -71.1 | -78.9 | 171.0 | 575.8 | 442.2 | -50.5 | 5.8 | -4.4 | -97.3 | 125.1 | 84.3 | 888.8 | 344.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/2004
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See MID-CAP BLEND Asset Class Trend Rankings |
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