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IISSX: VOYA INDEX SOLUTION 2055 PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 17.15 0.11(0.65%) May 24
Asset Class: | Target Date 2051-2055 |
MyPlanIQ Rating: | (69%) |
Start Date: | 03/09/2010 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 8.33% |
Expenses | 0.77% |
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Performance Analytics (As of 05/24/2024)
Last 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 | 8.1 | 22.7 | 0.4 | 7.6 | 6.8 | 8.1 | 19.7 | -27.1 | 17.8 | 15.1 | 24.9 | -8.7 | 20.4 | 8.1 | -1.9 | 6.7 | 23.7 | 15.9 | -5.6 | 12.3 |
Sharpe Ratio | NA | 1.71 | 1.74 | -0.12 | 0.3 | 0.35 | 0.45 | 1.29 | -1.18 | 1.42 | 0.48 | 2.24 | -0.7 | 3.19 | 0.6 | -0.15 | 0.59 | 2.21 | 1.21 | -0.25 | 0.78 |
Draw Down(%) | NA | 5.2 | 11.2 | 34.0 | 34.0 | 34.0 | 34.0 | 11.2 | 33.9 | 5.3 | 32.6 | 5.8 | 18.1 | 1.9 | 10.4 | 13.2 | 8.0 | 7.5 | 11.2 | 22.5 | 14.8 |
Standard Deviation(%) | NA | 10.3 | 10.8 | 16.8 | 19.8 | 16.3 | 16.4 | 12.1 | 24.1 | 12.5 | 31.1 | 10.5 | 14.3 | 6.2 | 13.1 | 13.1 | 11.3 | 10.7 | 13.2 | 22.5 | 19.2 |
Treynor Ratio | NA | 0.22 | 0.24 | -0.03 | 0.07 | 0.07 | 0.09 | 0.23 | -0.42 | 0.2 | 0.17 | 0.28 | -0.13 | 0.23 | 0.08 | -0.03 | 0.1 | 0.26 | 0.17 | -0.07 | 0.19 |
Alpha | NA | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.07 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 | 0.01 |
Beta | NA | 0.8 | 0.78 | 0.7 | 0.81 | 0.81 | 0.81 | 0.67 | 0.67 | 0.88 | 0.88 | 0.83 | 0.74 | 0.88 | 0.97 | 0.74 | 0.7 | 0.92 | 0.96 | 0.78 | 0.79 |
RSquared | NA | 0.77 | 0.69 | 0.52 | 0.77 | 0.78 | 0.75 | 0.52 | 0.46 | 0.86 | 0.97 | 0.97 | 0.79 | 0.89 | 0.94 | 0.78 | 0.49 | 0.9 | 0.86 | 0.66 | 0.58 |
Yield(%) | N/A | 0.0 | 8.5 | 4.0 | 5.1 | 5.3 | N/A | 9.0 | 0.9 | 5.1 | 4.6 | 5.7 | 3.2 | 3.6 | 8.5 | 9.1 | 5.4 | 2.8 | 1.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 645.3 | 17.0 | -7.9 | N/A | N/A | 645.3 | -80.9 | 21.1 | -4.1 | 56.9 | 2.9 | -56.6 | -17.8 | 73.2 | 122.6 | 122.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/09/2010
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