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IGARX: VOYA GLOBAL REAL ESTATE FUND CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/10/2011 |
| Last Dividend Date: | 12/31/2019 |
| 12-Mo. Yield | 20.83% |
| Expenses | 1.51% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/10/2011 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.4 | 4.7 | 4.4 | 6.7 | -3.0 | 23.8 | -9.2 | 9.8 | -0.1 | -2.2 | 13.4 | 3.3 | 25.0 | 1.1 |
| Sharpe Ratio | NA | 0.53 | 0.37 | 0.11 | 0.45 | -0.76 | 2.43 | -0.87 | 1.19 | -0.02 | -0.15 | 1.45 | 0.23 | 1.98 | 0.1 |
| Draw Down(%) | NA | 9.0 | 12.7 | 17.1 | 17.9 | 9.0 | 4.3 | 12.7 | 5.0 | 14.7 | 16.0 | 8.0 | 15.5 | 9.4 | 15.8 |
| Standard Deviation(%) | NA | 13.0 | 11.3 | 12.8 | 13.8 | 27.0 | 9.2 | 12.1 | 7.7 | 15.6 | 14.4 | 9.2 | 14.0 | 12.7 | 29.2 |
| Treynor Ratio | NA | 0.09 | 0.05 | 0.02 | 0.08 | -0.2 | 0.31 | -0.13 | 0.14 | 0.0 | -0.04 | 0.19 | 0.04 | 0.33 | 0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.09 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.04 | 0.0 | -0.01 | 0.06 |
| Beta | NA | 0.75 | 0.77 | 0.72 | 0.78 | 1.03 | 0.73 | 0.82 | 0.67 | 0.75 | 0.63 | 0.72 | 0.85 | 0.76 | 0.89 |
| RSquared | NA | 0.24 | 0.43 | 0.52 | 0.68 | 0.08 | 0.45 | 0.64 | 0.45 | 0.72 | 0.47 | 0.71 | 0.84 | 0.82 | 0.91 |
| Yield(%) | N/A | 20.8 | 15.0 | 9.1 | N/A | 0.0 | 23.6 | 13.8 | 16.7 | 3.8 | 1.6 | 2.4 | 1.7 | 4.7 | 0.4 |
| Dividend Growth(%) | N/A | 30.0 | 482.1 | N/A | N/A | -100.0 | 30.0 | -23.5 | 333.3 | 121.3 | -25.1 | 39.5 | -55.8 | 992.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/2011
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
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