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ISEIX: VOYA INDEX SOLUTION 2035 PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 11.25 0.04(0.35%) April 25
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (86%) |
Start Date: | 03/11/2008 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 8.26% |
Expenses | 0.46% |
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Performance Analytics (As of 04/19/2024)
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(%) | 0.8 | 1.9 | 13.8 | -2.0 | 4.8 | 5.7 | 8.7 | 5.8 | 17.0 | -25.6 | 14.4 | 14.4 | 22.5 | -6.9 | 18.7 | 8.2 | -1.5 | 6.6 | 21.9 | 15.5 | -3.6 | 12.4 | 28.5 | -29.3 |
Sharpe Ratio | NA | -0.18 | 0.76 | -0.31 | 0.18 | 0.33 | NA | 0.3 | 1.28 | -1.33 | 1.38 | 0.55 | 2.36 | -0.66 | 3.23 | 0.68 | -0.13 | 0.64 | 2.27 | 1.33 | -0.16 | 0.74 | 1.23 | -1.04 |
Draw Down(%) | NA | 4.6 | 9.6 | 31.7 | 31.7 | 31.7 | NA | 47.6 | 9.6 | 31.5 | 4.5 | 28.2 | 4.8 | 15.4 | 1.7 | 9.4 | 11.6 | 7.0 | 6.9 | 9.9 | 19.7 | 13.3 | 23.2 | 38.7 |
Standard Deviation(%) | NA | 8.7 | 9.3 | 14.2 | 16.6 | 13.9 | NA | 16.6 | 10.0 | 20.4 | 10.4 | 25.9 | 9.0 | 12.4 | 5.6 | 11.7 | 11.6 | 10.2 | 9.6 | 11.8 | 22.6 | 16.6 | 23.1 | 34.0 |
Treynor Ratio | NA | -0.02 | 0.08 | -0.05 | 0.03 | 0.05 | NA | 0.07 | 0.16 | -0.31 | 0.13 | 0.13 | 0.2 | -0.08 | 0.17 | 0.08 | -0.02 | 0.08 | 0.23 | 0.16 | -0.06 | 0.17 | 0.46 | -0.87 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.05 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | -0.09 |
Beta | NA | 1.0 | 0.88 | 0.89 | 1.0 | 0.99 | NA | 0.72 | 0.81 | 0.87 | 1.09 | 1.07 | 1.06 | 0.98 | 1.08 | 1.02 | 0.9 | 0.81 | 0.97 | 0.96 | 0.65 | 0.74 | 0.62 | 0.41 |
RSquared | NA | 0.84 | 0.68 | 0.57 | 0.8 | 0.81 | NA | 0.52 | 0.56 | 0.51 | 0.92 | 0.99 | 0.99 | 0.83 | 0.96 | 0.98 | 0.83 | 0.52 | 0.93 | 0.9 | 0.38 | 0.56 | 0.45 | 0.22 |
Yield(%) | N/A | 0.0 | 8.4 | 4.7 | 5.6 | 6.2 | 8.6 | N/A | 8.8 | 1.6 | 6.7 | 5.3 | 6.3 | 4.0 | 4.5 | 11.3 | 11.7 | 7.2 | 4.3 | 4.8 | 5.8 | 0.2 | 0.6 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 291.3 | 13.0 | -24.8 | N/A | N/A | N/A | 291.3 | -73.6 | 35.9 | -3.0 | 40.4 | 2.2 | -61.0 | -16.3 | 62.1 | 89.1 | 2.2 | -26.2 | 2950.0 | -50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2008
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