Find A Portfolio/Ticker
Comparison Box
IIMDX: VOYA STRATEGIC ALLOCATION MODERATE PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/1995 |
| Last Dividend Date: | 07/11/2024 |
| 12-Mo. Yield | 2.74% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/16/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1995 |
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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 13.8 | -2.8 | 1.6 | 3.5 | 6.5 | 3.6 | 3.8 | 8.6 | 10.4 | -27.0 | 10.1 | 6.7 | 19.1 | -6.1 | 14.4 | 6.7 | -0.6 | 6.9 | 16.3 | 13.6 | -0.7 | 11.6 | 17.9 | -38.2 | 1.4 | 8.8 | 4.7 | 10.2 | 19.5 | -9.5 | -7.0 | -0.7 | 6.2 | 4.9 | 12.5 | 14.4 | 0.3 |
| Sharpe Ratio | NA | 1.25 | -0.39 | 0.0 | 0.19 | NA | NA | 0.18 | 1.76 | 0.61 | -1.45 | 0.99 | 0.28 | 2.44 | -0.78 | 3.25 | 0.74 | -0.06 | 0.89 | 2.13 | 1.56 | -0.05 | 0.92 | 0.89 | -1.44 | -0.14 | 0.7 | 0.36 | 1.19 | 1.87 | -0.72 | -0.88 | -0.32 | 0.36 | 0.14 | 1.21 | 1.92 | NA |
| Draw Down(%) | NA | 8.2 | 31.3 | 31.3 | 31.3 | NA | NA | 51.6 | 4.2 | 9.3 | 31.1 | 6.2 | 27.0 | 3.8 | 12.7 | 1.4 | 7.5 | 9.4 | 5.4 | 6.2 | 7.4 | 16.6 | 9.9 | 21.3 | 46.6 | 7.4 | 7.4 | 5.0 | 6.2 | 7.7 | 18.7 | 17.5 | 11.7 | 6.5 | 18.6 | 6.4 | 2.8 | 0.0 |
| Standard Deviation(%) | NA | 7.9 | 13.6 | 15.4 | 12.3 | NA | NA | 12.4 | 7.3 | 10.2 | 19.7 | 10.2 | 23.1 | 7.2 | 9.5 | 4.3 | 8.8 | 9.0 | 7.8 | 7.6 | 8.8 | 14.5 | 12.6 | 19.9 | 27.1 | 11.4 | 8.0 | 7.0 | 7.8 | 10.1 | 14.8 | 10.8 | 15.1 | 8.2 | 10.8 | 7.4 | 5.6 | 0.0 |
| Treynor Ratio | NA | 0.11 | -0.05 | 0.0 | 0.02 | NA | NA | 0.02 | 0.14 | 0.07 | -0.29 | 0.09 | 0.06 | 0.18 | -0.09 | 0.14 | 0.06 | -0.01 | 0.08 | 0.15 | 0.12 | -0.01 | 0.13 | 0.16 | -0.38 | -0.01 | 0.05 | 0.02 | 0.09 | 0.18 | -0.1 | -0.12 | -0.05 | 0.05 | 0.02 | 0.18 | 0.2 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | NA | NA | -0.01 | -0.01 | -0.01 | -0.05 | -0.01 | -0.03 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.08 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | -0.04 | 0.0 | 0.02 | NA |
| Beta | NA | 0.87 | 0.97 | 1.01 | 1.0 | NA | NA | 0.95 | 0.93 | 0.9 | 0.99 | 1.07 | 1.04 | 1.01 | 0.86 | 1.02 | 1.1 | 0.92 | 0.84 | 1.06 | 1.1 | 0.83 | 0.9 | 1.1 | 1.03 | 1.15 | 1.12 | 1.06 | 1.06 | 1.06 | 1.03 | 0.76 | 0.92 | 0.54 | 0.78 | 0.5 | 0.55 | NA |
| RSquared | NA | 0.91 | 0.71 | 0.79 | 0.8 | NA | NA | 0.77 | 0.93 | 0.7 | 0.67 | 0.8 | 0.87 | 0.97 | 0.79 | 0.91 | 0.95 | 0.79 | 0.51 | 0.91 | 0.84 | 0.61 | 0.57 | 0.84 | 0.81 | 0.86 | 0.88 | 0.96 | 0.91 | 0.98 | 0.93 | 0.78 | 0.76 | 0.57 | 0.72 | 0.48 | 0.6 | 0.0 |
| Yield(%) | N/A | 2.7 | 2.6 | 2.8 | 3.6 | 5.0 | 3.3 | N/A | 2.6 | 4.2 | 2.6 | 2.5 | 2.3 | 10.6 | 2.3 | 2.0 | 2.7 | 2.9 | 2.4 | 2.2 | 2.2 | 3.3 | 4.1 | 9.8 | 2.6 | 2.3 | 1.9 | 1.5 | 1.3 | 1.6 | 2.4 | 2.5 | 0.7 | 2.7 | 3.1 | 3.2 | 2.8 | 1.7 |
| Dividend Growth(%) | N/A | -34.2 | -42.3 | -29.7 | 28.7 | N/A | N/A | N/A | -34.2 | 14.8 | 13.7 | 12.8 | -76.9 | 327.1 | 25.4 | -21.6 | -10.5 | 27.3 | 20.0 | 13.6 | -36.2 | -13.1 | -56.2 | 127.1 | 10.8 | 32.4 | 32.0 | 25.6 | -7.9 | -39.7 | -11.7 | 267.0 | -74.9 | -11.0 | 6.5 | 27.7 | 57.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1995
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 07/16/2024.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) (100%)
Latest Articles Related to IIMDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
