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IRGVX: VOYA RUSSELL MID CAP GROWTH INDEX PORTFOLIO CLASS S2 (MUTUAL FUND)
Basic Info 40.3 0.24(0.60%) May 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (25%) |
Start Date: | 07/20/2009 |
Last Dividend Date: | 05/11/2023 |
12-Mo. Yield | 0.07% |
Expenses | 0.65% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/20/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 4.1 | 23.1 | 0.5 | 8.8 | 10.0 | 12.7 | 24.8 | -27.1 | 11.7 | 34.1 | 33.9 | -5.5 | 24.2 | 6.6 | -1.0 | 10.9 | 33.8 | 15.1 | -2.6 | 24.3 | 20.9 |
Sharpe Ratio | NA | 0.6 | 1.28 | -0.07 | 0.28 | 0.43 | 0.59 | 1.24 | -0.87 | 0.6 | 0.94 | 2.19 | -0.37 | 2.8 | 0.43 | -0.06 | 0.81 | 2.67 | 1.01 | -0.09 | 1.18 | 2.83 |
Draw Down(%) | NA | 7.4 | 14.6 | 38.8 | 38.8 | 38.8 | 38.8 | 14.6 | 34.5 | 13.4 | 35.8 | 7.3 | 22.6 | 3.3 | 13.8 | 13.0 | 10.2 | 6.6 | 11.4 | 25.2 | 17.2 | 7.7 |
Standard Deviation(%) | NA | 14.6 | 15.0 | 23.3 | 25.5 | 20.8 | 20.3 | 16.7 | 32.9 | 19.4 | 35.8 | 14.8 | 18.7 | 8.4 | 15.1 | 15.6 | 13.5 | 12.6 | 15.0 | 27.5 | 20.5 | 18.2 |
Treynor Ratio | NA | 0.09 | 0.19 | -0.02 | 0.07 | 0.09 | 0.12 | 0.21 | -0.29 | 0.11 | 0.34 | 0.31 | -0.07 | 0.24 | 0.07 | -0.01 | 0.11 | 0.36 | 0.16 | -0.03 | 0.26 | 0.55 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
Beta | NA | 0.98 | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | 0.97 | 0.99 | 1.05 | 1.01 | 1.05 | 1.02 | 1.01 | 0.95 | 0.78 | 0.98 | 0.94 | 0.92 | 0.97 | 0.92 | 0.95 |
RSquared | NA | 0.96 | 0.95 | 0.95 | 0.97 | 0.95 | 0.96 | 0.96 | 0.94 | 0.97 | 0.99 | 0.98 | 0.99 | 0.96 | 0.98 | 0.62 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 0.1 | 3.9 | 6.1 | 6.3 | N/A | 0.1 | 7.9 | 3.7 | 6.5 | 11.8 | 11.2 | 0.6 | 0.5 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -99.2 | -44.5 | 156.6 | N/A | N/A | -99.2 | 134.8 | -31.8 | -31.8 | -12.4 | 2094.4 | 50.0 | -7.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2009
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