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IRMCX: VOYA RUSSELLTM MID CAP INDEX PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 10.49 0.02(0.19%) May 17
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (27%) |
Start Date: | 12/26/2008 |
Last Dividend Date: | 05/11/2023 |
12-Mo. Yield | 11.85% |
Expenses | 0.80% |
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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 | 15 Yr | Since 12/26/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -9.2 | -3.7 | 10.3 | 0.0 | 7.3 | 8.0 | 12.3 | 12.4 | 16.4 | -17.7 | 21.4 | 15.7 | 29.0 | -9.6 | 17.7 | 13.1 | -3.1 | 12.4 | 33.9 | 16.7 | -2.1 | 25.3 | 39.7 | 3.0 |
Sharpe Ratio | NA | 1.12 | 1.26 | 0.03 | 0.33 | 0.41 | NA | 0.62 | 0.77 | -0.74 | 1.39 | 0.41 | 2.13 | -0.68 | 2.15 | 0.87 | -0.2 | 1.01 | 2.73 | 1.18 | -0.08 | 1.2 | 1.25 | 22.86 |
Draw Down(%) | NA | 6.5 | 14.2 | 26.4 | 40.4 | 40.4 | NA | 40.4 | 14.2 | 24.6 | 8.0 | 40.4 | 6.8 | 21.4 | 3.7 | 12.7 | 12.6 | 9.5 | 7.0 | 10.9 | 24.5 | 16.4 | 28.2 | 2.3 |
Standard Deviation(%) | NA | 12.5 | 13.9 | 19.2 | 23.4 | 19.1 | NA | 20.2 | 15.9 | 25.8 | 15.3 | 37.5 | 12.9 | 16.0 | 8.0 | 14.9 | 15.2 | 12.3 | 12.4 | 14.2 | 26.8 | 21.0 | 31.7 | 46.1 |
Treynor Ratio | NA | 0.13 | 0.17 | 0.01 | 0.08 | 0.08 | NA | 0.13 | 0.12 | -0.2 | 0.21 | 0.15 | 0.27 | -0.11 | 0.17 | 0.13 | -0.04 | 0.13 | 0.34 | 0.18 | -0.02 | 0.26 | 0.41 | 8.17 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.89 |
Beta | NA | 1.04 | 1.05 | 1.0 | 1.01 | 0.99 | NA | 0.98 | 1.03 | 0.98 | 1.01 | 1.02 | 1.01 | 0.98 | 1.01 | 0.97 | 0.78 | 0.97 | 0.99 | 0.96 | 0.98 | 0.97 | 0.97 | 1.29 |
RSquared | NA | 0.99 | 0.97 | 0.96 | 0.98 | 0.95 | NA | 0.97 | 0.97 | 0.95 | 0.97 | 0.99 | 0.99 | 1.0 | 0.98 | 0.99 | 0.61 | 0.98 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 |
Yield(%) | N/A | 0.0 | 0.0 | 6.0 | 9.3 | 9.8 | 16.3 | N/A | 12.1 | 7.6 | 11.5 | 13.6 | 22.0 | 12.2 | 8.5 | 13.9 | 8.9 | 4.2 | 4.5 | 4.8 | 1.9 | 1.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -100.0 | -61.4 | -41.2 | N/A | N/A | N/A | 18.5 | -26.5 | -20.1 | -34.3 | 41.4 | 54.7 | -38.5 | 36.8 | 130.3 | 15.8 | 5.6 | 145.5 | 144.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2008
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Best ETFs
- MDY (SPDR® S&P MIDCAP 400 ETF Trust) 0.11% (100%)
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- EZM (WisdomTree U.S. MidCap Earnings Fund) 0.03% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX® Fund) 0.10% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.08% (95%)
- IWR (iShares Russell Mid-Cap ETF) 0.12% (94%)
- VXF (Vanguard Extended Market Index Fund ETF Shares) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 Index Fund ETF Shares) 0.11% (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) 0.07% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.21% (99%)
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