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IEOTX: VOYA LARGE CAP GROWTH PORTFOLIO CLASS S2 (MUTUAL FUND)
Basic Info 16.18 0.02(0.12%) May 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 05/17/2004 |
| Last Dividend Date: | 07/13/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.27% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/17/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | -1.5 | 13.8 | -0.0 | -3.8 | 4.0 | 13.6 | 11.2 | 10.9 | 34.3 | 37.3 | -57.9 | -3.2 | 15.0 | 32.2 | -1.8 | 29.3 | 3.7 | 5.9 | 13.2 | 30.4 | 17.7 | 2.1 | 14.1 | 42.1 | -27.6 | 11.5 | 5.4 | 3.8 | 9.6 |
| Sharpe Ratio | NA | -0.2 | 0.4 | -0.09 | -0.17 | 0.1 | NA | NA | 0.26 | 1.5 | 2.08 | -1.02 | -0.12 | 0.39 | 2.29 | -0.17 | 3.85 | 0.25 | 0.36 | 1.02 | 2.56 | 1.27 | 0.09 | 0.78 | 1.66 | -0.74 | 0.54 | 0.17 | 0.13 | 1.09 |
| Draw Down(%) | NA | 24.7 | 24.9 | 47.7 | 65.2 | 65.2 | NA | NA | 65.2 | 13.7 | 9.7 | 59.2 | 21.2 | 31.8 | 7.2 | 20.2 | 3.5 | 12.4 | 11.7 | 7.6 | 6.4 | 10.2 | 17.9 | 17.0 | 20.8 | 41.1 | 9.3 | 15.1 | 9.5 | 12.6 |
| Standard Deviation(%) | NA | 33.3 | 26.0 | 36.7 | 33.9 | 27.7 | NA | NA | 23.8 | 18.5 | 16.0 | 58.4 | 27.7 | 38.2 | 13.5 | 18.9 | 7.5 | 13.7 | 16.4 | 13.0 | 11.8 | 14.0 | 23.3 | 18.1 | 25.4 | 38.3 | 15.8 | 12.6 | 12.9 | 13.5 |
| Treynor Ratio | NA | -0.07 | 0.11 | -0.04 | -0.07 | 0.03 | NA | NA | 0.07 | 0.32 | 0.41 | -0.73 | -0.05 | 0.15 | 0.5 | -0.04 | 0.35 | 0.04 | 0.08 | 0.14 | 0.32 | 0.19 | 0.02 | 0.15 | 0.42 | -0.29 | 0.1 | 0.02 | 0.02 | 0.16 |
| Alpha | NA | -0.03 | 0.0 | -0.05 | -0.03 | -0.02 | NA | NA | -0.01 | 0.03 | 0.0 | -0.14 | 0.0 | -0.11 | 0.02 | -0.01 | 0.01 | 0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.06 | 0.01 | 0.01 | -0.03 | 0.0 |
| Beta | NA | 0.97 | 0.92 | 0.88 | 0.82 | 0.84 | NA | NA | 0.89 | 0.87 | 0.81 | 0.81 | 0.62 | 0.98 | 0.62 | 0.89 | 0.82 | 0.91 | 0.78 | 0.93 | 0.96 | 0.93 | 0.87 | 0.92 | 0.99 | 0.99 | 0.9 | 0.9 | 0.97 | 0.89 |
| RSquared | NA | 0.99 | 0.97 | 0.48 | 0.51 | 0.62 | NA | NA | 0.73 | 0.94 | 0.92 | 0.36 | 0.31 | 0.87 | 0.7 | 0.96 | 0.89 | 0.96 | 0.59 | 0.96 | 0.95 | 0.94 | 0.98 | 0.96 | 0.92 | 0.92 | 0.87 | 0.86 | 0.79 | 0.9 |
| Yield(%) | N/A | 0.0 | 0.0 | 12.2 | 10.7 | 11.0 | 16.0 | 13.4 | N/A | 0.0 | 0.0 | 27.9 | 21.6 | 0.1 | 19.9 | 14.4 | 8.5 | 13.7 | 10.6 | 8.0 | 1.4 | 1.5 | 6.9 | 0.0 | 0.0 | 10.8 | 0.9 | 0.0 | 0.0 | 0.5 |
| Dividend Growth(%) | N/A | N/A | N/A | -26.9 | -14.6 | 436.6 | N/A | N/A | N/A | N/A | -100.0 | 27.2 | 20062.2 | -99.3 | 16.3 | 101.9 | -42.3 | 21.6 | 38.9 | 604.7 | 8.2 | -78.6 | 22675.0 | 300.0 | -99.9 | 1180.2 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
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- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.44% (97%)
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- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.67% (97%)
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