Find A Portfolio/Ticker
Comparison Box
IISNX: VOYA INDEX SOLUTION 2055 PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 20.51 0.05(0.24%) July 10
Asset Class: | Target Date 2051-2055 |
MyPlanIQ Rating: | (85%) |
Start Date: | 03/09/2010 |
Last Dividend Date: | 08/02/2024 |
12-Mo. Yield | 0.18% |
Expenses | 0.77% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/09/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 10.7 | 14.6 | 9.3 | 6.8 | 6.7 | 8.5 | 8.0 | 15.4 | 12.8 | -27.0 | 14.2 | 11.6 | 25.2 | -8.5 | 20.8 | 8.3 | -1.7 | 7.0 | 23.9 | 16.2 | -5.3 | 12.5 |
Sharpe Ratio | NA | 0.94 | 0.69 | 0.36 | 0.3 | 0.31 | NA | 0.42 | 0.79 | 0.62 | -1.22 | 1.06 | 0.36 | 2.26 | -0.69 | 3.23 | 0.62 | -0.13 | 0.62 | 2.22 | 1.24 | -0.22 | 0.8 |
Draw Down(%) | NA | 15.8 | 15.8 | 22.4 | 33.8 | 33.8 | NA | 33.8 | 7.5 | 16.7 | 33.8 | 5.8 | 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 | 20.4 | 16.9 | 16.7 | 16.6 | 16.9 | NA | 16.6 | 11.1 | 13.8 | 23.4 | 13.4 | 31.2 | 10.6 | 14.3 | 6.3 | 13.1 | 13.1 | 11.2 | 10.8 | 13.2 | 24.2 | 19.2 |
Treynor Ratio | NA | 0.23 | 0.15 | 0.07 | 0.06 | 0.06 | NA | 0.08 | 0.11 | 0.1 | -0.34 | 0.16 | 0.13 | 0.29 | -0.13 | 0.23 | 0.08 | -0.02 | 0.1 | 0.26 | 0.17 | -0.06 | 0.19 |
Alpha | NA | 0.03 | 0.01 | -0.02 | -0.03 | -0.02 | NA | -0.01 | -0.02 | -0.03 | -0.06 | -0.03 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 | 0.02 |
Beta | NA | 0.83 | 0.8 | 0.82 | 0.84 | 0.83 | NA | 0.85 | 0.78 | 0.88 | 0.83 | 0.88 | 0.84 | 0.83 | 0.74 | 0.88 | 0.97 | 0.75 | 0.69 | 0.92 | 0.96 | 0.95 | 0.79 |
RSquared | NA | 0.95 | 0.89 | 0.74 | 0.78 | 0.83 | NA | 0.8 | 0.79 | 0.71 | 0.75 | 0.74 | 0.88 | 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 | 0.2 | 1.2 | 1.4 | 3.6 | 4.8 | N/A | 0.2 | 2.1 | 1.2 | 1.6 | 1.5 | 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 | -89.0 | -57.2 | -74.4 | N/A | N/A | N/A | -89.0 | 22.4 | -15.2 | 15.1 | -69.0 | 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
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 Target Date 2051-2055 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051-2055
Best Mutual Funds
- IISNX (VOYA INDEX SOLUTION 2055 PORTFOLIO CLASS I) 0.24% (85%)
- IISPX (VOYA SOLUTION 2055 PORTFOLIO CLASS I) 0.14% (15%)