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IPPIX: VOYA MULTI-MANAGER LARGE CAP CORE PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/15/2005 |
Last Dividend Date: | 08/23/2018 |
12-Mo. Yield | 73.19% |
Expenses | 0.73% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/02/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 5.3 | 7.6 | 10.5 | 7.5 | 0.0 | 6.1 | 21.7 | 8.8 | -0.3 | 15.3 | 30.7 | 10.5 | -4.3 | 16.1 | 24.5 | -34.5 | 5.4 | 17.0 | -1.3 |
Sharpe Ratio | NA | 0.15 | 1.23 | 0.79 | 0.76 | 0.36 | 0.0 | 0.39 | 2.98 | 0.65 | -0.02 | 1.34 | 2.73 | 0.79 | -0.18 | 0.88 | 0.95 | -0.92 | 0.15 | 1.35 | -4.1 |
Draw Down(%) | NA | 10.6 | 10.6 | 14.4 | 24.2 | 53.4 | 0.0 | 10.6 | 3.4 | 10.6 | 12.0 | 8.3 | 5.7 | 11.4 | 22.5 | 16.2 | 27.3 | 44.0 | 9.5 | 7.6 | 1.4 |
Standard Deviation(%) | NA | 12.2 | 11.0 | 12.2 | 16.1 | 18.5 | NA | 12.3 | 7.1 | 13.3 | 15.7 | 11.4 | 11.2 | 13.4 | 24.1 | 18.1 | 25.7 | 38.5 | 15.9 | 10.2 | 7.3 |
Treynor Ratio | NA | 0.04 | 0.2 | 0.13 | 0.13 | 0.07 | NA | 0.1 | 0.21 | 0.09 | 0.0 | 0.16 | 0.31 | 0.1 | -0.04 | 0.16 | 0.26 | -0.38 | 0.02 | 0.14 | -0.36 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.46 | 0.68 | 0.75 | 0.91 | 0.92 | 0.0 | 0.49 | 1.02 | 0.99 | 0.79 | 0.98 | 1.0 | 1.03 | 1.01 | 0.99 | 0.93 | 0.94 | 0.99 | 0.98 | 0.84 |
RSquared | NA | 0.45 | 0.66 | 0.68 | 0.88 | 0.92 | 0.0 | 0.48 | 0.93 | 0.98 | 0.6 | 0.97 | 0.97 | 0.98 | 0.99 | 0.99 | 0.97 | 0.99 | 0.97 | 0.96 | 0.65 |
Yield(%) | N/A | 73.2 | 35.9 | 23.3 | 23.2 | N/A | 0.0 | 74.7 | 7.6 | 6.1 | 7.1 | 9.2 | 1.1 | 1.7 | 1.6 | 1.4 | 1.6 | 6.5 | 3.6 | 0.0 | 0.4 |
Dividend Growth(%) | N/A | 1008.1 | 468.4 | 2177.1 | N/A | N/A | -100.0 | 1008.1 | 32.3 | -22.1 | -17.5 | 936.2 | -27.8 | -1.1 | 35.8 | 4.7 | -84.8 | 79.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2006
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