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IIVGX: VOYA GROWTH AND INCOME PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 21.84 0.05(0.23%) July 11
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 03/13/1980 |
| Last Dividend Date: | 05/08/2025 |
| 12-Mo. Yield | 14.90% |
| Expenses | 0.67% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/13/1980 |
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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 6.1 | 12.9 | 10.2 | 0.1 | 4.0 | 7.5 | 5.6 | 7.7 | 7.5 | 16.5 | -26.7 | -21.3 | 6.5 | 28.7 | -4.5 | 20.4 | 9.8 | -1.3 | 10.7 | 30.7 | 15.8 | -0.3 | 14.1 | 28.5 | -37.6 | 7.4 | 14.2 | 8.1 | 8.4 | 26.1 | -25.0 | -18.4 | -20.9 | -2.7 | -4.3 | 5.4 | 13.9 | 32.3 | -1.0 | 6.7 | 6.7 | 26.4 | 3.3 | 29.2 | 15.2 | 7.7 | 19.4 | 31.8 | 8.6 | 22.4 | 28.5 | 1.9 | 48.4 |
| Sharpe Ratio | NA | 0.42 | 0.6 | 0.38 | -0.07 | 0.1 | NA | NA | 0.24 | 0.05 | 0.78 | -1.03 | -0.44 | 0.17 | 2.37 | -0.35 | 2.97 | 0.73 | -0.09 | 0.94 | 2.65 | 1.17 | -0.01 | 0.77 | 1.02 | -0.99 | 0.28 | 1.03 | 0.57 | 0.59 | 1.49 | -1.1 | -1.08 | -1.04 | -0.27 | -0.29 | 0.09 | 0.74 | 4.01 | -0.49 | 0.67 | 0.44 | 1.25 | -0.15 | 2.34 | 0.61 | 0.11 | 1.06 | 2.15 | 0.1 | 1.26 | 0.94 | -0.52 | 2.53 |
| Draw Down(%) | NA | 19.2 | 19.2 | 21.1 | 55.0 | 55.0 | NA | NA | 68.1 | 15.4 | 8.4 | 28.2 | 37.6 | 35.0 | 5.6 | 17.6 | 2.4 | 10.3 | 13.3 | 8.5 | 5.3 | 10.8 | 20.7 | 15.7 | 24.8 | 48.0 | 11.0 | 10.1 | 6.2 | 10.3 | 13.5 | 31.5 | 28.7 | 29.4 | 17.1 | 25.9 | 20.1 | 9.8 | 2.5 | 7.0 | 3.9 | 5.7 | 9.9 | 15.0 | 5.6 | 7.2 | 28.5 | 8.2 | 7.3 | 11.6 | 6.9 | 12.6 | 12.4 | 9.9 |
| Standard Deviation(%) | NA | 23.5 | 19.1 | 19.4 | 28.4 | 24.3 | NA | NA | 20.0 | 18.0 | 15.7 | 27.4 | 49.0 | 36.1 | 11.5 | 16.5 | 6.7 | 13.1 | 15.5 | 11.4 | 11.6 | 13.5 | 24.0 | 18.3 | 27.9 | 38.8 | 15.9 | 10.7 | 10.5 | 12.7 | 17.0 | 23.8 | 19.5 | 24.1 | 22.2 | 25.8 | 21.9 | 13.9 | 7.1 | 8.0 | 7.0 | 9.8 | 18.1 | 13.2 | 10.0 | 17.2 | 34.2 | 14.4 | 12.4 | 17.8 | 12.9 | 22.4 | 15.5 | 22.1 |
| Treynor Ratio | NA | 0.1 | 0.12 | 0.08 | -0.02 | 0.03 | NA | NA | 0.05 | 0.01 | 0.13 | -0.29 | -0.21 | 0.06 | 0.3 | -0.06 | 0.21 | 0.1 | -0.02 | 0.11 | 0.3 | 0.15 | 0.0 | 0.14 | 0.28 | -0.41 | 0.04 | 0.11 | 0.06 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | -0.03 | -0.05 | -0.03 | NA | NA | 0.02 | -0.05 | -0.03 | -0.04 | -0.15 | -0.05 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.95 | 0.94 | 0.97 | 0.96 | 0.96 | NA | NA | 0.98 | 0.93 | 0.95 | 0.97 | 1.02 | 1.01 | 0.9 | 0.96 | 0.96 | 0.98 | 0.78 | 0.98 | 1.03 | 1.04 | 1.01 | 1.0 | 1.01 | 0.95 | 0.99 | 1.03 | 1.0 | 1.12 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.79 | 0.45 | 0.63 | NA | NA | 0.43 | 0.46 | 0.66 | 0.79 | 0.11 | 0.94 | 0.97 | 0.98 | 0.93 | 0.98 | 0.6 | 0.98 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.97 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.5 | 14.7 | 6.9 | 3.6 | 6.5 | 9.3 | 7.0 | N/A | 16.6 | 1.4 | 1.0 | 1.2 | 1.4 | 13.7 | 11.1 | 14.7 | 10.6 | 6.9 | 14.3 | 1.6 | 2.1 | 1.3 | 1.1 | 0.0 | 1.3 | 1.5 | 1.3 | 1.1 | 2.5 | 0.0 | 0.8 | 0.6 | 0.5 | 1.1 | 1.2 | 1.8 | 2.5 | 21.1 | 15.2 | 7.8 | 4.5 | 4.9 | 5.1 | 13.1 | 7.3 | 18.8 | 9.8 | 9.9 | 11.0 | 5.9 | 10.1 | 10.0 | 18.5 |
| Dividend Growth(%) | N/A | -90.5 | 590.8 | 24.2 | -70.0 | 193.5 | 174.4 | -12.7 | N/A | 1315.8 | -2.1 | -35.1 | -11.6 | -88.0 | 3.2 | -20.6 | 40.7 | 40.1 | -53.3 | 1051.2 | -13.7 | 57.3 | 27.4 | N/A | -100.0 | -9.1 | 28.8 | 26.3 | -51.7 | N/A | -100.0 | 14.3 | -14.1 | -52.3 | -14.9 | -30.4 | -21.1 | -86.7 | 17.2 | 91.0 | 77.3 | 11.6 | -6.2 | -54.6 | 87.5 | -65.8 | 113.5 | 18.9 | -14.1 | 119.2 | -33.2 | -8.1 | -33.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/1980
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