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ISCFX: VOYA INVESTMENT GRADE CREDIT FUND CLASS SMA (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/28/2007 |
Last Dividend Date: | 04/03/2023 |
12-Mo. Yield | 97.27% |
Expenses | 0.63% |
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Performance Analytics (As of 04/10/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/06/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.3 | 1.8 | 4.0 | 4.3 | NA | � | 4.1 | -13.3 | 1.2 | 12.8 | 16.1 | -2.5 | 7.8 | 7.7 | 0.2 | 8.6 | 1.4 | 8.1 | 5.5 | 6.7 | 16.9 | -2.0 | 6.3 |
Sharpe Ratio | NA | -0.16 | 0.12 | 0.4 | 0.6 | NA | 0.84 | 1.33 | -1.51 | 0.21 | 1.3 | 3.3 | -1.04 | 1.98 | 1.8 | 0.03 | 2.31 | 0.3 | 2.86 | 1.26 | 1.51 | 3.02 | -0.43 | 2.29 |
Draw Down(%) | NA | 10.3 | 18.9 | 18.9 | 18.9 | NA | 18.9 | 4.5 | 18.9 | 5.3 | 16.6 | 2.8 | 4.3 | 2.1 | 3.8 | 4.4 | 2.0 | 5.6 | 1.4 | 3.2 | 4.3 | 3.8 | 11.4 | 1.8 |
Standard Deviation(%) | NA | 9.6 | 7.4 | 7.3 | 6.0 | NA | 5.6 | 8.3 | 9.8 | 5.5 | 9.6 | 4.4 | 3.7 | 3.6 | 4.1 | 5.1 | 3.7 | 4.7 | 2.8 | 4.4 | 4.4 | 5.6 | 6.8 | 4.4 |
Treynor Ratio | NA | -0.01 | 0.01 | 0.02 | 0.03 | NA | 0.05 | 0.12 | -0.14 | 0.01 | 0.07 | 0.12 | -0.03 | 0.06 | 0.08 | 0.0 | 0.08 | 0.01 | 0.1 | 0.07 | 0.08 | 0.23 | -0.04 | 0.13 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.01 | NA | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 |
Beta | NA | 1.0 | 1.08 | 1.19 | 1.16 | NA | 0.97 | 0.93 | 1.04 | 1.27 | 1.73 | 1.2 | 1.16 | 1.17 | 0.91 | 1.11 | 1.07 | 1.17 | 0.85 | 0.84 | 0.8 | 0.74 | 0.7 | 0.79 |
RSquared | NA | 0.84 | 0.82 | 0.8 | 0.79 | NA | 0.76 | 0.89 | 0.86 | 0.79 | 0.87 | 0.8 | 0.69 | 0.81 | 0.65 | 0.83 | 0.74 | 0.89 | 0.85 | 0.87 | 0.88 | 0.84 | 0.63 | 0.93 |
Yield(%) | N/A | 97.3 | 32.7 | 22.8 | 13.6 | 11.3 | N/A | 103.1 | 3.1 | 4.1 | 8.3 | 6.9 | 4.4 | 5.6 | 4.1 | 4.6 | 5.9 | 3.7 | 4.3 | 4.9 | 6.9 | 7.8 | 6.3 | 2.7 |
Dividend Growth(%) | N/A | 2015.7 | 502.1 | 378.0 | N/A | N/A | N/A | 2623.5 | -29.2 | -48.4 | 31.0 | 47.9 | -20.0 | 39.5 | -14.0 | -19.4 | 55.0 | -9.1 | -12.0 | -29.6 | -2.7 | 10.6 | 144.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2007
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