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IPMIX: VOYA INDEX PLUS MIDCAP PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 20.52 0.16(0.79%) May 03
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (71%) |
Start Date: | 12/29/1997 |
Last Dividend Date: | 05/11/2023 |
12-Mo. Yield | 0.96% |
Expenses | 0.85% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/12/2006 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 6.4 | 23.8 | 4.5 | 9.3 | 8.7 | 12.3 | 8.0 | 7.9 | 17.5 | -14.0 | 27.6 | 8.2 | 26.6 | -14.3 | 13.7 | 18.1 | -1.7 | 9.6 | 34.5 | 17.7 | -1.2 | 22.1 | 31.7 | -37.3 | 5.5 | 1.7 | 3.4 | 16.6 | 32.4 | -12.1 | -7.5 | 18.3 | 2.1 | 18.7 | 2.8 |
Sharpe Ratio | NA | 1.13 | 1.25 | 0.11 | 0.3 | 0.36 | NA | NA | 0.27 | 0.75 | -0.59 | 1.54 | 0.19 | 1.68 | -0.95 | 1.32 | 1.13 | -0.11 | 0.71 | 2.62 | 1.17 | -0.04 | 1.05 | 0.99 | -0.88 | 0.15 | -0.1 | 0.09 | 1.17 | 2.0 | -0.55 | -0.47 | 0.22 | -0.05 | 0.72 | 273.12 |
Draw Down(%) | NA | 6.9 | 14.6 | 24.3 | 43.8 | 43.8 | NA | NA | 57.5 | 14.6 | 23.5 | 8.3 | 43.8 | 9.4 | 24.1 | 6.1 | 12.1 | 12.2 | 10.6 | 6.5 | 11.5 | 26.0 | 18.4 | 28.2 | 53.2 | 13.2 | 15.7 | 9.6 | 10.1 | 13.0 | 29.9 | 27.1 | 34.2 | 15.5 | 24.7 | 0.0 |
Standard Deviation(%) | NA | 14.3 | 16.0 | 20.5 | 25.8 | 20.9 | NA | NA | 24.7 | 17.7 | 26.4 | 17.9 | 42.2 | 15.0 | 16.5 | 9.9 | 15.9 | 15.6 | 13.4 | 13.2 | 15.2 | 28.6 | 20.9 | 32.0 | 43.3 | 16.4 | 15.5 | 14.0 | 13.4 | 15.9 | 23.9 | 21.2 | 63.5 | 20.3 | 21.4 | 10.9 |
Treynor Ratio | NA | 0.14 | 0.17 | 0.02 | 0.07 | 0.07 | NA | NA | 0.07 | 0.12 | -0.16 | 0.25 | 0.07 | 0.23 | -0.16 | 0.11 | 0.18 | -0.02 | 0.09 | 0.34 | 0.18 | -0.01 | 0.23 | 0.32 | -0.4 | 0.03 | -0.01 | 0.01 | 0.15 | 0.33 | -0.14 | -0.11 | 0.18 | -0.01 | 0.16 | 0.0 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.02 | 0.0 | -0.04 | -0.02 | -0.02 | -0.03 | 0.02 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | -0.02 | 0.02 | 0.0 | -0.05 | -0.04 | -0.01 | 0.0 | 0.01 | -0.02 | 0.11 | -0.02 | 0.03 | NA |
Beta | NA | 1.14 | 1.16 | 1.02 | 1.08 | 1.05 | NA | NA | 0.98 | 1.11 | 0.97 | 1.1 | 1.12 | 1.12 | 0.98 | 1.18 | 1.02 | 0.79 | 1.03 | 1.03 | 1.0 | 1.05 | 0.96 | 0.97 | 0.96 | 0.96 | 1.08 | 0.97 | 1.04 | 0.97 | 0.95 | 0.87 | 0.8 | 0.92 | 0.96 | NA |
RSquared | NA | 0.92 | 0.91 | 0.89 | 0.92 | 0.9 | NA | NA | 0.69 | 0.91 | 0.9 | 0.83 | 0.95 | 0.91 | 0.94 | 0.88 | 0.95 | 0.59 | 0.93 | 0.95 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.94 | 0.76 | 0.72 | 0.96 | 0.98 | 1.0 | 0.88 | 0.12 | 0.62 | 0.76 | 0.0 |
Yield(%) | N/A | 0.0 | 5.2 | 8.3 | 8.3 | 8.4 | 13.5 | 7.9 | N/A | 5.2 | 19.2 | 1.5 | 1.3 | 12.4 | 12.4 | 7.9 | 11.2 | 14.7 | 5.1 | 1.3 | 1.0 | 0.8 | 1.3 | 1.9 | 12.4 | 8.4 | 0.6 | 0.4 | 0.4 | 0.5 | 0.4 | 0.2 | 0.0 | 0.5 | 0.7 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -82.1 | 18.7 | -17.9 | N/A | N/A | N/A | N/A | -82.1 | 1576.7 | 20.0 | -88.3 | -25.2 | 63.4 | -23.2 | -36.8 | 203.4 | 417.4 | 53.3 | 15.4 | -23.5 | -10.5 | -91.5 | 40.0 | 1233.3 | 50.0 | 14.3 | 16.7 | 20.0 | 66.7 | N/A | -100.0 | -14.3 | 600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/2006
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