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IIMOX: VOYA MIDCAP OPPORTUNITIES PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 5.39 0.05(0.94%) May 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (86%) |
Start Date: | 06/03/2008 |
Last Dividend Date: | 07/01/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.06% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/04/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 5.9 | 26.2 | 2.3 | 11.6 | 11.1 | 14.2 | 10.6 | 23.5 | -22.6 | 12.1 | 41.3 | 29.5 | -7.4 | 25.1 | 7.3 | 0.6 | 8.5 | 32.0 | 14.2 | -0.5 | 30.1 | 41.7 | -36.3 |
Sharpe Ratio | NA | 0.89 | 1.52 | -0.06 | 0.39 | 0.49 | NA | 0.44 | 1.23 | -0.74 | 0.58 | 1.15 | 1.98 | -0.48 | 3.0 | 0.48 | 0.03 | 0.63 | 2.52 | 0.92 | -0.02 | 1.45 | 1.47 | -1.12 |
Draw Down(%) | NA | 8.2 | 12.8 | 38.6 | 38.6 | 38.6 | NA | 48.6 | 12.8 | 33.7 | 12.0 | 35.2 | 7.2 | 22.1 | 3.8 | 13.1 | 12.1 | 9.7 | 6.3 | 11.0 | 23.8 | 13.7 | 20.7 | 48.5 |
Standard Deviation(%) | NA | 14.6 | 14.3 | 23.0 | 25.3 | 20.6 | NA | 22.6 | 15.8 | 32.6 | 20.7 | 35.5 | 14.2 | 18.1 | 8.2 | 14.8 | 15.9 | 13.5 | 12.7 | 15.5 | 27.6 | 20.7 | 28.3 | 48.7 |
Treynor Ratio | NA | 0.14 | 0.24 | -0.01 | 0.1 | 0.1 | NA | 0.11 | 0.22 | -0.25 | 0.11 | 0.41 | 0.28 | -0.09 | 0.27 | 0.08 | 0.01 | 0.09 | 0.34 | 0.15 | -0.01 | 0.32 | 0.45 | -0.66 |
Alpha | NA | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | NA | 0.01 | 0.01 | 0.03 | -0.04 | 0.02 | -0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.04 |
Beta | NA | 0.95 | 0.91 | 0.96 | 0.98 | 0.97 | NA | 0.93 | 0.89 | 0.97 | 1.11 | 0.99 | 0.99 | 0.98 | 0.93 | 0.9 | 0.79 | 0.97 | 0.93 | 0.94 | 0.96 | 0.93 | 0.93 | 0.83 |
RSquared | NA | 0.87 | 0.87 | 0.91 | 0.94 | 0.92 | NA | 0.94 | 0.9 | 0.92 | 0.96 | 0.98 | 0.94 | 0.97 | 0.87 | 0.95 | 0.6 | 0.95 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.96 |
Yield(%) | N/A | 0.0 | 0.0 | 19.6 | 19.1 | 13.9 | 22.4 | N/A | 0.0 | 49.9 | 14.4 | 5.8 | 14.2 | 10.0 | 6.4 | 11.4 | 14.9 | 16.1 | 2.7 | 3.2 | 0.0 | 0.7 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | 189.2 | 64.6 | N/A | N/A | N/A | -100.0 | 240.5 | 219.5 | -52.0 | 17.1 | 84.8 | -45.1 | -36.3 | -14.4 | 633.3 | -5.3 | N/A | -100.0 | 200.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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