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IIBAX: VOYA INTERMEDIATE BOND FUND CLASS A (MUTUAL FUND)
Basic Info 8.76 0.02(0.23%) July 02
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (40%) |
Start Date: | 12/30/1998 |
Last Dividend Date: | 04/30/2025 |
12-Mo. Yield | 3.61% |
Expenses | 0.35% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1998 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 3.1 | 5.6 | 3.2 | -0.7 | 1.8 | 2.7 | 2.9 | 3.8 | 1.8 | 6.5 | -14.6 | -1.3 | 6.1 | 9.6 | -0.6 | 4.5 | 3.8 | 0.3 | 6.5 | -0.7 | 7.0 | 7.7 | 9.3 | 12.8 | -10.0 | 5.8 | 3.8 | 2.8 | 2.7 | 5.2 | 10.6 | 14.3 | 10.4 | -2.3 | 0.2 |
Sharpe Ratio | NA | 0.39 | 0.12 | -0.06 | -0.5 | 0.05 | NA | NA | 0.51 | -0.88 | 0.32 | -2.19 | -0.4 | 0.94 | 2.29 | -0.7 | 1.36 | 1.14 | 0.07 | 2.44 | -0.24 | 2.34 | 1.89 | 1.4 | 2.36 | -1.47 | 0.71 | 0.17 | 0.2 | 0.46 | 1.06 | 2.2 | 1.98 | 1.64 | -1.24 | NA |
Draw Down(%) | NA | 2.8 | 4.6 | 10.0 | 20.5 | 20.5 | NA | NA | 20.5 | 4.1 | 7.2 | 18.4 | 3.4 | 11.3 | 2.2 | 3.0 | 1.4 | 3.7 | 2.8 | 1.2 | 5.3 | 1.7 | 1.9 | 3.7 | 5.4 | 14.6 | 2.2 | 2.0 | 2.5 | 4.4 | 5.1 | 2.3 | 3.7 | 2.6 | 5.4 | 0.0 |
Standard Deviation(%) | NA | 5.5 | 5.3 | 6.5 | 5.8 | 5.0 | NA | NA | 4.7 | 5.5 | 7.2 | 7.4 | 3.4 | 6.2 | 3.6 | 2.7 | 2.8 | 3.2 | 3.6 | 2.6 | 3.2 | 3.0 | 4.1 | 6.6 | 5.4 | 7.4 | 3.9 | 3.1 | 3.0 | 4.0 | 4.2 | 4.3 | 6.2 | 3.8 | 4.5 | 0.0 |
Treynor Ratio | NA | 0.02 | 0.01 | 0.0 | -0.03 | 0.0 | NA | NA | 0.03 | -0.05 | 0.02 | -0.19 | -0.02 | 0.07 | 0.08 | -0.02 | 0.04 | 0.05 | 0.0 | 0.08 | -0.01 | 0.1 | 0.1 | 0.13 | 0.18 | -0.19 | 0.04 | 0.01 | 0.01 | 0.02 | 0.06 | 0.13 | 0.17 | 0.09 | -0.08 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.01 | -0.01 | NA |
Beta | NA | 0.9 | 0.92 | 0.9 | 0.89 | 0.9 | NA | NA | 0.79 | 0.96 | 0.92 | 0.84 | 0.74 | 0.85 | 1.01 | 0.89 | 0.94 | 0.77 | 0.79 | 0.81 | 0.8 | 0.72 | 0.75 | 0.69 | 0.71 | 0.58 | 0.77 | 0.81 | 0.75 | 0.76 | 0.79 | 0.76 | 0.71 | 0.7 | 0.71 | NA |
RSquared | NA | 0.92 | 0.91 | 0.94 | 0.91 | 0.89 | NA | NA | 0.73 | 0.93 | 0.95 | 0.94 | 0.79 | 0.62 | 0.88 | 0.75 | 0.85 | 0.78 | 0.87 | 0.86 | 0.86 | 0.55 | 0.82 | 0.3 | 0.84 | 0.37 | 0.85 | 0.9 | 0.89 | 0.83 | 0.91 | 0.86 | 0.5 | 0.77 | 0.68 | 0.0 |
Yield(%) | N/A | 1.3 | 3.3 | 3.3 | 2.6 | 2.9 | 3.2 | 3.5 | N/A | 4.0 | 3.6 | 2.1 | 2.4 | 3.2 | 3.4 | 2.8 | 2.9 | 3.0 | 2.4 | 2.9 | 2.8 | 3.1 | 4.5 | 5.0 | 6.7 | 6.8 | 4.8 | 4.7 | 4.1 | 3.3 | 4.5 | 5.6 | 11.9 | 5.5 | 4.0 | 0.2 |
Dividend Growth(%) | N/A | -67.0 | -19.4 | 5.2 | -5.7 | -33.5 | N/A | N/A | N/A | 11.2 | 44.2 | -15.6 | -22.6 | -0.7 | 16.7 | -2.0 | -1.9 | 23.7 | -15.7 | -0.3 | -4.3 | -30.2 | -4.4 | -21.1 | -18.6 | 42.6 | 0.6 | 14.8 | 23.5 | -27.0 | -15.0 | -52.8 | 129.3 | 28.0 | 2005.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1998
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