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IGHSX: VOYA GLOBAL EQUITY PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 11.64 0(0.0%) May 16
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (34%) |
Start Date: | 04/25/2008 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 5.72% |
Expenses | 1.00% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/25/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 5.7 | 14.2 | 4.7 | 6.9 | 6.2 | 8.4 | 4.0 | 6.4 | -5.1 | 20.6 | -1.1 | 21.4 | -9.1 | 23.4 | 5.8 | -2.5 | 4.9 | 13.6 | 15.1 | -3.9 | 5.9 | 29.9 | -42.0 |
Sharpe Ratio | NA | 2.04 | 1.1 | 0.21 | 0.31 | 0.35 | NA | 0.17 | 0.21 | -0.39 | 1.93 | -0.04 | 2.11 | -0.76 | 3.26 | 0.37 | -0.16 | 0.45 | 1.16 | 1.04 | -0.16 | 0.28 | 0.96 | -1.1 |
Draw Down(%) | NA | 5.1 | 7.8 | 17.2 | 35.1 | 35.1 | NA | 60.6 | 7.8 | 17.2 | 5.1 | 35.1 | 6.0 | 19.3 | 2.2 | 11.2 | 16.6 | 9.6 | 11.0 | 12.5 | 22.3 | 18.6 | 32.5 | 52.3 |
Standard Deviation(%) | NA | 8.0 | 9.0 | 12.5 | 17.3 | 15.2 | NA | 20.1 | 10.3 | 16.5 | 10.6 | 30.5 | 9.5 | 13.7 | 7.0 | 15.0 | 15.7 | 10.9 | 11.8 | 14.6 | 24.3 | 20.5 | 31.2 | 50.7 |
Treynor Ratio | NA | 0.28 | 0.16 | 0.04 | 0.06 | 0.06 | NA | 0.04 | 0.03 | -0.09 | 0.33 | -0.01 | 0.24 | -0.12 | 0.27 | 0.07 | -0.03 | 0.05 | 0.15 | 0.17 | -0.04 | 0.06 | 0.29 | -0.57 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | -0.02 | 0.03 | 0.05 | -0.04 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.04 | 0.0 | 0.0 | 0.04 | -0.02 | -0.02 | 0.0 |
Beta | NA | 0.59 | 0.62 | 0.67 | 0.84 | 0.84 | NA | 0.92 | 0.65 | 0.69 | 0.63 | 1.0 | 0.84 | 0.9 | 0.86 | 0.8 | 0.8 | 0.94 | 0.92 | 0.89 | 0.92 | 0.96 | 1.04 | 0.98 |
RSquared | NA | 0.61 | 0.64 | 0.65 | 0.79 | 0.78 | NA | 0.88 | 0.6 | 0.72 | 0.55 | 0.92 | 0.84 | 0.81 | 0.77 | 0.81 | 0.6 | 0.88 | 0.92 | 0.96 | 0.97 | 0.97 | 0.95 | 0.94 |
Yield(%) | N/A | 0.4 | 2.4 | 4.5 | 4.0 | 4.0 | 5.5 | N/A | 6.0 | 5.4 | 2.6 | 2.0 | 8.2 | 4.5 | 2.3 | 2.6 | 0.5 | 2.9 | 3.6 | 4.1 | 3.1 | 3.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -93.9 | -61.8 | 14.5 | 31.1 | N/A | N/A | N/A | 0.0 | 144.4 | 22.7 | -72.2 | 58.0 | 138.1 | -8.7 | 360.0 | -80.8 | -13.3 | -3.2 | 24.0 | 0.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/25/2008
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