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IRGPX: VOYA RETIREMENT GROWTH PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 12.19 0.01(0.08%) May 17
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (34%) |
Start Date: | 11/09/2009 |
Last Dividend Date: | 07/13/2023 |
12-Mo. Yield | 9.85% |
Expenses | 1.01% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/09/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 7.2 | 19.1 | 4.5 | 8.8 | 7.1 | 8.0 | 17.5 | -16.4 | 15.5 | 13.6 | 21.5 | -7.5 | 16.6 | 7.4 | -2.0 | 5.6 | 18.4 | 13.0 | -1.4 | 10.7 | 4.0 |
Sharpe Ratio | NA | 1.49 | 1.49 | 0.11 | 0.43 | 0.45 | 0.55 | 1.28 | -0.93 | 1.55 | 0.55 | 2.33 | -0.77 | 3.22 | 0.67 | -0.2 | 0.64 | 2.1 | 1.26 | -0.08 | 0.72 | 2.84 |
Draw Down(%) | NA | 4.5 | 9.3 | 23.1 | 26.8 | 26.8 | 26.8 | 9.3 | 23.1 | 4.3 | 26.8 | 4.4 | 15.3 | 1.6 | 8.4 | 10.9 | 6.3 | 6.8 | 8.7 | 16.6 | 11.6 | 1.9 |
Standard Deviation(%) | NA | 8.9 | 9.3 | 13.7 | 15.8 | 13.0 | 13.1 | 10.4 | 19.3 | 10.0 | 24.3 | 8.7 | 11.4 | 5.0 | 10.8 | 10.2 | 8.7 | 8.7 | 10.3 | 18.4 | 14.7 | 11.0 |
Treynor Ratio | NA | 0.13 | 0.15 | 0.02 | 0.06 | 0.05 | 0.06 | 0.17 | -0.18 | 0.14 | 0.11 | 0.17 | -0.08 | 0.14 | 0.05 | -0.02 | 0.06 | 0.15 | 0.1 | -0.01 | 0.1 | 0.27 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.06 |
Beta | NA | 0.99 | 0.93 | 0.97 | 1.08 | 1.09 | 1.11 | 0.8 | 0.98 | 1.1 | 1.17 | 1.19 | 1.03 | 1.18 | 1.33 | 1.04 | 0.93 | 1.22 | 1.32 | 1.26 | 1.08 | 1.16 |
RSquared | NA | 0.84 | 0.71 | 0.67 | 0.83 | 0.83 | 0.81 | 0.49 | 0.68 | 0.86 | 0.99 | 0.96 | 0.8 | 0.9 | 0.93 | 0.77 | 0.51 | 0.91 | 0.87 | 0.87 | 0.6 | 0.61 |
Yield(%) | N/A | 0.0 | 9.8 | 8.7 | 9.1 | 7.3 | N/A | 10.5 | 12.5 | 6.4 | 6.4 | 10.2 | 9.4 | 9.2 | 7.6 | 1.6 | 1.7 | 2.0 | 2.5 | 0.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -40.8 | 14.8 | 49.0 | N/A | N/A | -41.0 | 116.1 | 3.6 | -30.0 | -9.1 | 9.1 | 23.5 | 345.5 | 0.0 | -4.3 | -11.5 | 188.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2009
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