Find A Portfolio/Ticker
Comparison Box
ISDIX: VOYA INDEX SOLUTION 2025 PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 10.37 0.01(0.10%) April 18
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (86%) |
Start Date: | 03/11/2008 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 5.61% |
Expenses | 0.44% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/11/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.0 | 0.3 | 8.3 | -2.8 | 3.5 | 4.7 | 7.4 | 4.9 | 13.4 | -23.4 | 10.8 | 13.1 | 18.8 | -4.9 | 14.8 | 7.2 | -1.3 | 6.2 | 17.2 | 13.3 | -1.6 | 11.1 | 24.8 | -25.5 |
Sharpe Ratio | NA | 0.33 | 0.87 | -0.37 | 0.17 | 0.36 | NA | 0.32 | 1.16 | -1.52 | 1.41 | 0.66 | 2.7 | -0.71 | 3.33 | 0.77 | -0.14 | 0.76 | 2.14 | 1.41 | -0.09 | 0.78 | 1.21 | -1.12 |
Draw Down(%) | NA | 2.2 | 7.8 | 28.3 | 28.3 | 28.3 | NA | 42.6 | 7.8 | 28.1 | 3.4 | 22.2 | 3.0 | 11.2 | 1.4 | 7.1 | 9.4 | 5.6 | 6.3 | 7.8 | 15.9 | 11.5 | 21.5 | 34.4 |
Standard Deviation(%) | NA | 6.9 | 7.4 | 11.3 | 12.8 | 10.6 | NA | 13.3 | 7.9 | 16.4 | 7.7 | 19.4 | 6.4 | 8.8 | 4.3 | 9.0 | 8.9 | 8.1 | 8.0 | 9.5 | 17.1 | 14.2 | 20.4 | 27.9 |
Treynor Ratio | NA | 0.02 | 0.08 | -0.05 | 0.07 | 0.11 | NA | 0.1 | 0.12 | -0.31 | 0.11 | 0.24 | 3.1 | -0.3 | 0.14 | 0.07 | -0.02 | 0.08 | 0.18 | 0.14 | -0.02 | 0.14 | 0.37 | -0.98 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | NA | 0.01 | 0.0 | -0.05 | 0.0 | 0.02 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.09 |
Beta | NA | 0.94 | 0.86 | 0.83 | 0.3 | 0.34 | NA | 0.44 | 0.79 | 0.8 | 0.99 | 0.53 | 0.06 | 0.21 | 1.02 | 0.98 | 0.85 | 0.79 | 0.97 | 0.96 | 0.92 | 0.8 | 0.67 | 0.32 |
RSquared | NA | 0.83 | 0.69 | 0.53 | 0.26 | 0.3 | NA | 0.33 | 0.58 | 0.46 | 0.91 | 0.51 | 0.1 | 0.25 | 0.94 | 0.98 | 0.83 | 0.51 | 0.93 | 0.9 | 0.86 | 0.6 | 0.48 | 0.15 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2008
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 Target Date 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) (99%)
- VTTVX (Vanguard Target Retirement 2025) (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) (87%)