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ISDSX: VOYA INDEX SOLUTION 2025 PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 10.64 0(0.0%) May 17
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (85%) |
Start Date: | 03/11/2008 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 5.47% |
Expenses | 0.44% |
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Performance Analytics (As of 05/17/2024)
Last 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(%) | 1.0 | 4.3 | 12.8 | -1.6 | 4.2 | 4.6 | 7.2 | 4.8 | 13.2 | -23.8 | 10.5 | 12.8 | 18.4 | -5.2 | 14.6 | 6.9 | -1.5 | 5.9 | 16.8 | 13.1 | -2.0 | 11.0 | 24.6 | -25.7 |
Sharpe Ratio | NA | 1.14 | 1.2 | -0.35 | 0.2 | 0.34 | NA | 0.31 | 1.14 | -1.54 | 1.37 | 0.65 | 2.67 | -0.73 | 3.28 | 0.74 | -0.17 | 0.73 | 2.09 | 1.4 | -0.12 | 0.77 | 1.21 | -1.12 |
Draw Down(%) | NA | 3.9 | 7.9 | 28.5 | 28.5 | 28.5 | NA | 42.7 | 7.9 | 28.3 | 3.4 | 22.2 | 3.0 | 11.5 | 1.3 | 7.1 | 9.5 | 5.7 | 6.3 | 7.8 | 15.9 | 11.6 | 21.5 | 34.4 |
Standard Deviation(%) | NA | 7.1 | 7.5 | 11.3 | 12.8 | 10.6 | NA | 13.3 | 7.9 | 16.4 | 7.7 | 19.4 | 6.4 | 8.8 | 4.3 | 9.1 | 9.0 | 8.1 | 8.0 | 9.4 | 17.0 | 14.2 | 20.3 | 27.9 |
Treynor Ratio | NA | 0.08 | 0.1 | -0.05 | 0.09 | 0.11 | NA | 0.09 | 0.11 | -0.31 | 0.11 | 0.24 | 3.26 | -0.3 | 0.14 | 0.07 | -0.02 | 0.07 | 0.17 | 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 | -0.01 | 0.0 | 0.03 | -0.1 |
Beta | NA | 0.96 | 0.87 | 0.83 | 0.3 | 0.34 | NA | 0.44 | 0.79 | 0.81 | 0.97 | 0.53 | 0.05 | 0.21 | 1.02 | 0.98 | 0.85 | 0.79 | 0.97 | 0.95 | 0.92 | 0.8 | 0.66 | 0.32 |
RSquared | NA | 0.87 | 0.72 | 0.53 | 0.25 | 0.3 | NA | 0.33 | 0.58 | 0.46 | 0.86 | 0.51 | 0.09 | 0.25 | 0.94 | 0.98 | 0.83 | 0.51 | 0.93 | 0.9 | 0.86 | 0.6 | 0.48 | 0.15 |
Yield(%) | N/A | 0.0 | 5.5 | 4.1 | 4.9 | 5.3 | 6.7 | N/A | 5.8 | 1.9 | 6.6 | 4.6 | 5.7 | 3.7 | 3.8 | 9.6 | 10.1 | 6.7 | 4.5 | 4.2 | 6.1 | 0.4 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 132.3 | 3.6 | -27.6 | N/A | N/A | N/A | 129.2 | -70.0 | 50.9 | -8.6 | 41.5 | 7.9 | -61.2 | -16.2 | 50.0 | 62.5 | 20.0 | -37.5 | 1500.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2008
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