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IRMGX: VOYA RETIREMENT MODERATE GROWTH PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 11.61 0(0.0%) July 11
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 11/09/2009 |
| Last Dividend Date: | 07/15/2024 |
| 12-Mo. Yield | 2.18% |
| Expenses | 0.97% |
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Performance Analytics (As of 07/03/2025)
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(%) | 0.4 | 6.8 | 4.3 | 1.7 | 1.0 | 3.5 | 5.3 | 5.2 | 6.8 | 6.9 | -27.0 | 9.1 | 8.1 | 20.0 | -6.3 | 14.5 | 6.9 | -1.6 | 5.8 | 15.5 | 11.6 | -0.0 | 9.9 | 3.4 |
| Sharpe Ratio | NA | 0.72 | 0.14 | -0.09 | -0.07 | 0.15 | NA | 0.35 | 0.02 | 0.24 | -1.35 | 0.89 | 0.37 | 2.55 | -0.77 | 3.19 | 0.73 | -0.19 | 0.79 | 2.05 | 1.34 | 0.0 | 0.78 | 2.82 |
| Draw Down(%) | NA | 11.2 | 11.2 | 19.2 | 31.8 | 31.8 | NA | 31.8 | 8.8 | 13.4 | 31.7 | 5.9 | 23.4 | 3.7 | 13.1 | 1.3 | 7.1 | 9.5 | 5.3 | 6.3 | 7.2 | 13.7 | 9.7 | 1.7 |
| Standard Deviation(%) | NA | 14.0 | 12.8 | 14.4 | 13.7 | 12.7 | NA | 12.0 | 9.5 | 10.9 | 21.0 | 10.1 | 21.4 | 7.3 | 9.9 | 4.3 | 9.2 | 8.7 | 7.4 | 7.6 | 8.7 | 15.4 | 12.5 | 9.4 |
| Treynor Ratio | NA | 0.11 | 0.02 | -0.01 | -0.01 | 0.02 | NA | 0.04 | 0.0 | 0.03 | -0.29 | 0.1 | 0.08 | 0.18 | -0.09 | 0.13 | 0.06 | -0.02 | 0.07 | 0.15 | 0.11 | 0.0 | 0.11 | 0.27 |
| Alpha | NA | 0.01 | -0.02 | -0.03 | -0.03 | -0.02 | NA | -0.01 | -0.01 | -0.02 | -0.05 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.05 |
| Beta | NA | 0.95 | 0.91 | 0.92 | 0.95 | 0.97 | NA | 0.98 | 0.77 | 0.79 | 0.98 | 0.94 | 1.01 | 1.01 | 0.89 | 1.03 | 1.14 | 0.89 | 0.8 | 1.06 | 1.09 | 1.06 | 0.92 | 0.99 |
| RSquared | NA | 0.99 | 0.76 | 0.55 | 0.64 | 0.76 | NA | 0.76 | 0.56 | 0.48 | 0.59 | 0.62 | 0.95 | 0.97 | 0.79 | 0.91 | 0.94 | 0.78 | 0.52 | 0.92 | 0.85 | 0.87 | 0.6 | 0.61 |
| Yield(%) | N/A | 0.0 | 2.2 | 1.6 | 1.9 | 4.6 | 5.0 | N/A | 2.4 | 1.5 | 1.2 | 1.9 | 2.2 | 9.2 | 8.6 | 9.3 | 10.9 | 4.3 | 1.7 | 2.2 | 2.7 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 62.3 | -63.4 | -79.6 | N/A | N/A | N/A | 62.3 | -6.2 | -33.5 | -10.0 | -73.4 | -8.7 | -3.3 | -17.2 | 135.3 | 169.3 | -15.8 | -10.1 | 154.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2009
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