Find A Portfolio/Ticker
Comparison Box
IRLNX: VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 75.92 0.69(0.92%) June 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (22%) |
Start Date: | 08/11/2009 |
Last Dividend Date: | 05/08/2025 |
12-Mo. Yield | 11.03% |
Expenses | 0.43% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/20/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/11/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.3 | 3.7 | 14.0 | 22.0 | 14.1 | 14.6 | 15.1 | 14.8 | 29.6 | 38.9 | -36.4 | 30.0 | 31.8 | 35.6 | -1.0 | 31.3 | 6.6 | 7.6 | 11.6 | 30.0 | 13.2 | 3.0 | 12.1 | 14.5 |
Sharpe Ratio | NA | -0.11 | 0.25 | 0.82 | 0.49 | 0.58 | NA | 0.7 | 1.25 | 2.05 | -1.18 | 1.76 | 0.86 | 2.36 | -0.11 | 4.02 | 0.49 | 0.46 | 0.97 | 2.71 | 1.04 | 0.13 | 0.73 | 3.14 |
Draw Down(%) | NA | 22.9 | 23.3 | 23.3 | 39.0 | 39.0 | NA | 39.0 | 13.8 | 9.3 | 38.8 | 8.8 | 30.5 | 8.6 | 22.2 | 2.5 | 10.2 | 11.6 | 6.8 | 6.2 | 10.3 | 16.1 | 15.7 | 4.0 |
Standard Deviation(%) | NA | 30.5 | 25.4 | 22.1 | 23.1 | 21.8 | NA | 19.6 | 18.5 | 17.1 | 32.1 | 17.0 | 36.5 | 14.5 | 20.3 | 7.7 | 13.0 | 16.4 | 12.0 | 11.1 | 12.8 | 21.9 | 16.4 | 13.1 |
Treynor Ratio | NA | -0.04 | 0.07 | 0.21 | 0.14 | 0.15 | NA | 0.16 | 0.27 | 0.42 | -0.48 | 0.54 | 0.32 | 0.52 | -0.02 | 0.37 | 0.07 | 0.1 | 0.14 | 0.34 | 0.16 | 0.04 | 0.14 | 0.55 |
Alpha | NA | -0.03 | -0.01 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.02 | 0.0 | -0.02 | 0.11 | -0.05 | 0.02 | -0.01 | 0.02 | 0.03 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.04 |
Beta | NA | 0.93 | 0.94 | 0.88 | 0.83 | 0.86 | NA | 0.85 | 0.84 | 0.83 | 0.8 | 0.55 | 0.98 | 0.66 | 0.95 | 0.84 | 0.86 | 0.77 | 0.84 | 0.88 | 0.84 | 0.81 | 0.84 | 0.75 |
RSquared | NA | 0.98 | 0.97 | 0.93 | 0.88 | 0.87 | NA | 0.89 | 0.88 | 0.85 | 0.85 | 0.58 | 0.94 | 0.7 | 0.97 | 0.9 | 0.94 | 0.57 | 0.92 | 0.91 | 0.92 | 0.96 | 0.96 | 0.95 |
Yield(%) | N/A | 10.1 | 11.0 | 6.0 | 4.3 | 5.6 | 8.0 | N/A | 0.5 | 0.6 | 0.3 | 0.6 | 0.7 | 6.3 | 4.5 | 1.3 | 1.3 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 2660.5 | 2660.5 | 930.9 | 99.2 | N/A | N/A | N/A | 6.0 | 13.7 | -23.7 | 14.4 | -86.6 | 30.8 | 363.2 | 4.5 | 14.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.99% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.27% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.91% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 1.15% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.80% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.95% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.83% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.02% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.06% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.17% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 1.00% (99%)
- VUG (Vanguard Growth ETF) 0.79% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.93% (99%)
- QQQQ (PowerShares QQQ) 0.94% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.95% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.40% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.88% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.85% (96%)
- PWB (Invesco Large Cap Growth ETF) 1.03% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.66% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.15% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.51% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.11% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.15% (97%)
- GAM (General American Investors Closed Fund) 0.34% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.66% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.60% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.10% (22%)