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IISNX: VOYA INDEX SOLUTION 2055 PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 17.46 0(0.0%) May 23
Asset Class: | Target Date 2051-2055 |
MyPlanIQ Rating: | (85%) |
Start Date: | 03/09/2010 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 8.44% |
Expenses | 0.77% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/09/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 8.2 | 20.7 | 0.9 | 7.8 | 7.1 | 8.4 | 20.0 | -26.8 | 18.1 | 15.4 | 25.2 | -8.5 | 20.8 | 8.3 | -1.7 | 7.0 | 23.9 | 16.2 | -5.3 | 12.5 |
Sharpe Ratio | NA | 1.9 | 1.62 | -0.08 | 0.31 | 0.37 | 0.46 | 1.32 | -1.18 | 1.43 | 0.49 | 2.26 | -0.69 | 3.23 | 0.62 | -0.13 | 0.62 | 2.22 | 1.24 | -0.22 | 0.8 |
Draw Down(%) | NA | 5.3 | 11.1 | 33.8 | 33.8 | 33.8 | 33.8 | 11.1 | 33.7 | 5.3 | 32.6 | 5.8 | 18.0 | 2.0 | 10.4 | 13.1 | 8.0 | 7.5 | 11.2 | 22.3 | 14.7 |
Standard Deviation(%) | NA | 10.5 | 11.0 | 16.9 | 19.8 | 16.3 | 16.6 | 12.1 | 24.1 | 12.7 | 31.0 | 10.6 | 14.3 | 6.3 | 13.1 | 13.1 | 11.2 | 10.8 | 13.2 | 24.2 | 19.2 |
Treynor Ratio | NA | 0.25 | 0.23 | -0.02 | 0.08 | 0.08 | 0.09 | 0.24 | -0.43 | 0.21 | 0.17 | 0.29 | -0.13 | 0.23 | 0.08 | -0.02 | 0.1 | 0.26 | 0.17 | -0.06 | 0.19 |
Alpha | NA | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | 0.01 | -0.07 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 | 0.02 |
Beta | NA | 0.8 | 0.78 | 0.69 | 0.8 | 0.8 | 0.83 | 0.66 | 0.66 | 0.85 | 0.88 | 0.83 | 0.74 | 0.88 | 0.97 | 0.75 | 0.69 | 0.92 | 0.96 | 0.95 | 0.79 |
RSquared | NA | 0.77 | 0.67 | 0.5 | 0.76 | 0.77 | 0.77 | 0.51 | 0.46 | 0.79 | 0.97 | 0.97 | 0.8 | 0.89 | 0.94 | 0.78 | 0.48 | 0.9 | 0.86 | 0.85 | 0.57 |
Yield(%) | N/A | 0.0 | 8.4 | 4.2 | 5.4 | 5.5 | N/A | 9.1 | 1.2 | 5.3 | 4.7 | 5.9 | 3.4 | 3.8 | 8.7 | 9.2 | 5.5 | 2.9 | 1.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 438.1 | 18.0 | -6.2 | N/A | N/A | 438.1 | -73.8 | 20.2 | -3.8 | 52.4 | 4.7 | -55.6 | -16.8 | 71.8 | 118.0 | 121.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/09/2010
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