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IRCAX: VOYA RETIREMENT CONSERVATIVE PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 8.24 0(0.0%) July 10
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 11/09/2009 |
| Last Dividend Date: | 07/15/2024 |
| 12-Mo. Yield | 3.12% |
| Expenses | 0.87% |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/09/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 4.6 | 5.2 | 0.8 | -0.9 | 2.0 | 3.3 | 3.3 | 3.8 | 6.9 | -22.6 | 2.4 | 7.6 | 13.6 | -2.8 | 7.8 | 4.7 | -0.8 | 5.9 | 4.4 | 7.9 | 5.4 | 6.8 | 1.5 |
| Sharpe Ratio | NA | 0.98 | 0.41 | -0.27 | -0.36 | 0.09 | NA | 0.39 | -0.55 | 0.45 | -1.75 | 0.48 | 0.75 | 3.54 | -0.88 | 2.76 | 1.05 | -0.19 | 1.74 | 0.94 | 2.14 | 0.92 | 1.21 | 2.21 |
| Draw Down(%) | NA | 4.5 | 4.5 | 15.8 | 26.7 | 26.7 | NA | 26.7 | 2.8 | 6.4 | 25.9 | 3.2 | 11.9 | 1.1 | 6.0 | 1.3 | 2.4 | 5.1 | 2.2 | 5.3 | 2.2 | 4.1 | 3.5 | 0.8 |
| Standard Deviation(%) | NA | 6.4 | 5.8 | 8.9 | 8.0 | 6.8 | NA | 6.1 | 5.0 | 5.9 | 13.7 | 5.0 | 9.8 | 3.4 | 4.6 | 2.6 | 4.3 | 4.4 | 3.4 | 4.6 | 3.7 | 5.8 | 5.6 | 4.8 |
| Treynor Ratio | NA | 0.09 | 0.03 | -0.03 | -0.04 | 0.01 | NA | 0.03 | -0.04 | 0.05 | -0.29 | 0.03 | 0.11 | 0.14 | -0.05 | 0.09 | 0.05 | -0.01 | 0.08 | 0.05 | 0.09 | 0.06 | 0.09 | 0.14 |
| Alpha | NA | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.01 | 0.0 | -0.07 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | 0.02 |
| Beta | NA | 0.73 | 0.7 | 0.71 | 0.73 | 0.72 | NA | 0.74 | 0.68 | 0.57 | 0.84 | 0.74 | 0.65 | 0.89 | 0.77 | 0.84 | 0.87 | 0.71 | 0.71 | 0.92 | 0.89 | 0.9 | 0.72 | 0.76 |
| RSquared | NA | 0.87 | 0.71 | 0.4 | 0.45 | 0.56 | NA | 0.59 | 0.6 | 0.54 | 0.38 | 0.47 | 0.74 | 0.84 | 0.7 | 0.74 | 0.85 | 0.72 | 0.58 | 0.89 | 0.72 | 0.78 | 0.51 | 0.57 |
| Yield(%) | N/A | 0.0 | 3.1 | 2.3 | 2.0 | 3.2 | 3.7 | N/A | 3.2 | 2.0 | 2.0 | 2.2 | 1.9 | 4.8 | 4.6 | 3.7 | 3.8 | 5.1 | 6.9 | 4.4 | 4.5 | 2.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 66.2 | -25.3 | -50.6 | N/A | N/A | N/A | 66.2 | -21.8 | -9.4 | 22.4 | -57.6 | -4.4 | 30.4 | -2.1 | -30.4 | -25.7 | 53.7 | 1.9 | 71.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2009
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Top Rated Funds in Conservative Allocation
Best Mutual Funds
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- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) 0.07% (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) 0.10% (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) 0.16% (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.03% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.02% (82%)
- PCEF (Invesco CEF Income Composite ETF) 0.41% (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.19% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.27% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 0.47% (99%)
- FT (Franklin Universal Closed Fund) 0.78% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.08% (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) 0.45% (26%)
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