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IRGPX: VOYA RETIREMENT GROWTH PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 12.93 0.03(0.23%) July 10
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 11/09/2009 |
| Last Dividend Date: | 07/15/2024 |
| 12-Mo. Yield | 1.98% |
| Expenses | 1.01% |
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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(%) | 0.6 | 7.8 | 5.5 | 2.9 | 1.9 | 3.9 | 5.9 | 5.7 | 7.8 | 8.4 | -28.6 | 10.7 | 8.7 | 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 | 0.67 | 0.13 | -0.02 | 0.0 | 0.16 | NA | 0.34 | 0.11 | 0.33 | -1.24 | 0.97 | 0.34 | 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 | 14.0 | 14.0 | 20.9 | 34.0 | 34.0 | NA | 34.0 | 11.0 | 15.1 | 34.0 | 6.4 | 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 | 17.5 | 15.8 | 16.9 | 15.8 | 14.8 | NA | 14.0 | 11.5 | 12.8 | 24.3 | 11.0 | 24.9 | 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 | 0.1 | 0.02 | 0.0 | 0.0 | 0.02 | NA | 0.04 | 0.01 | 0.04 | -0.26 | 0.1 | 0.07 | 0.17 | -0.09 | 0.14 | 0.05 | -0.02 | 0.06 | 0.15 | 0.1 | -0.01 | 0.1 | 0.27 |
| Alpha | NA | 0.01 | -0.02 | -0.03 | -0.03 | -0.02 | NA | -0.02 | -0.01 | -0.02 | -0.04 | -0.01 | -0.03 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.06 |
| Beta | NA | 1.18 | 1.14 | 1.12 | 1.13 | 1.14 | NA | 1.15 | 0.92 | 0.96 | 1.15 | 1.12 | 1.18 | 1.19 | 1.04 | 1.18 | 1.33 | 1.04 | 0.93 | 1.22 | 1.29 | 1.26 | 1.08 | 1.16 |
| RSquared | NA | 0.98 | 0.78 | 0.59 | 0.68 | 0.78 | NA | 0.78 | 0.56 | 0.51 | 0.61 | 0.74 | 0.96 | 0.96 | 0.8 | 0.9 | 0.93 | 0.77 | 0.51 | 0.91 | 0.84 | 0.87 | 0.6 | 0.61 |
| Yield(%) | N/A | 0.0 | 2.0 | 1.5 | 1.7 | 4.4 | 5.0 | N/A | 2.2 | 1.6 | 1.0 | 1.8 | 2.3 | 10.2 | 9.4 | 9.2 | 7.6 | 1.6 | 1.7 | 2.0 | 2.5 | 0.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 48.2 | -68.3 | -77.5 | N/A | N/A | N/A | 48.2 | 14.5 | -42.7 | -16.2 | -74.8 | -9.2 | 9.1 | 23.4 | 338.4 | 1.4 | -3.1 | -12.3 | 202.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2009
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