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IRMPX: VOYA RETIREMENT MODERATE PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 10.48 0.01(0.10%) July 10
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 11/09/2009 |
| Last Dividend Date: | 07/15/2024 |
| 12-Mo. Yield | 2.81% |
| Expenses | 0.60% |
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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(%) | 0.2 | 5.9 | 5.4 | 0.9 | -0.3 | 2.5 | 4.2 | 4.1 | 4.8 | 6.3 | -25.2 | 5.2 | 8.3 | 17.1 | -5.1 | 11.8 | 5.8 | -1.6 | 5.3 | 10.0 | 10.2 | 2.2 | 8.2 | 2.5 |
| Sharpe Ratio | NA | 1.0 | 0.33 | -0.2 | -0.21 | 0.12 | NA | 0.35 | -0.29 | 0.27 | -1.56 | 0.65 | 0.49 | 2.82 | -0.86 | 3.31 | 0.79 | -0.24 | 0.98 | 1.62 | 1.57 | 0.2 | 0.86 | 2.48 |
| Draw Down(%) | NA | 6.7 | 6.7 | 17.7 | 30.1 | 30.1 | NA | 30.1 | 4.8 | 9.7 | 29.1 | 5.3 | 18.4 | 2.5 | 10.2 | 1.2 | 5.0 | 8.0 | 4.1 | 6.2 | 5.0 | 9.5 | 7.0 | 1.1 |
| Standard Deviation(%) | NA | 9.0 | 8.1 | 11.0 | 10.5 | 9.7 | NA | 9.1 | 6.4 | 7.7 | 17.1 | 8.0 | 16.3 | 5.6 | 7.5 | 3.4 | 7.0 | 6.7 | 5.4 | 6.1 | 6.5 | 11.2 | 9.5 | 7.5 |
| Treynor Ratio | NA | 0.09 | 0.03 | -0.03 | -0.02 | 0.01 | NA | 0.03 | -0.02 | 0.03 | -0.25 | 0.05 | 0.07 | 0.12 | -0.05 | 0.11 | 0.04 | -0.02 | 0.05 | 0.08 | 0.07 | 0.01 | 0.07 | 0.15 |
| Alpha | NA | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | NA | -0.01 | 0.0 | 0.0 | -0.07 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.05 | -0.01 | 0.03 |
| Beta | NA | 1.0 | 0.94 | 0.86 | 0.94 | 1.03 | NA | 1.09 | 0.8 | 0.63 | 1.07 | 1.1 | 1.1 | 1.3 | 1.2 | 1.02 | 1.37 | 1.01 | 1.08 | 1.2 | 1.49 | 1.67 | 1.18 | 1.23 |
| RSquared | NA | 0.82 | 0.65 | 0.38 | 0.43 | 0.57 | NA | 0.58 | 0.52 | 0.4 | 0.41 | 0.41 | 0.77 | 0.7 | 0.66 | 0.63 | 0.78 | 0.66 | 0.52 | 0.84 | 0.65 | 0.74 | 0.48 | 0.6 |
| Yield(%) | N/A | 0.0 | 2.8 | 1.9 | 1.9 | 4.1 | 4.4 | N/A | 3.0 | 1.7 | 1.5 | 2.0 | 2.1 | 6.9 | 6.1 | 7.6 | 7.0 | 8.1 | 3.0 | 2.8 | 3.3 | 1.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 79.9 | -48.1 | -72.8 | N/A | N/A | N/A | 79.9 | -15.9 | -22.5 | -2.0 | -65.8 | 0.6 | -16.0 | 7.5 | -21.5 | 176.2 | 12.8 | -9.1 | 137.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2009
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See Conservative Allocation Asset Class Trend Rankings |
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