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ISESX: VOYA INDEX SOLUTION 2035 PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 11.5 0.06(0.52%) May 24
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (85%) |
Start Date: | 03/11/2008 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 8.18% |
Expenses | 0.46% |
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Performance Analytics (As of 05/24/2024)
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(%) | -0.3 | 5.9 | 18.4 | -1.0 | 5.9 | 5.8 | 8.5 | 5.7 | 16.7 | -26.0 | 14.1 | 14.2 | 22.3 | -7.1 | 18.4 | 7.8 | -1.6 | 6.2 | 21.6 | 15.2 | -3.7 | 12.2 | 28.3 | -29.5 |
Sharpe Ratio | NA | 1.33 | 1.59 | -0.24 | 0.25 | 0.34 | NA | 0.3 | 1.26 | -1.33 | 1.35 | 0.54 | 2.36 | -0.68 | 3.19 | 0.65 | -0.14 | 0.61 | 2.23 | 1.3 | -0.17 | 0.73 | 1.22 | -1.05 |
Draw Down(%) | NA | 4.6 | 9.7 | 32.0 | 32.0 | 32.0 | NA | 47.6 | 9.7 | 31.8 | 4.5 | 28.3 | 4.7 | 15.6 | 1.7 | 9.4 | 11.7 | 7.2 | 6.9 | 9.9 | 19.8 | 13.4 | 23.1 | 38.6 |
Standard Deviation(%) | NA | 8.8 | 9.1 | 14.3 | 16.6 | 13.9 | NA | 16.6 | 10.0 | 20.6 | 10.4 | 25.9 | 8.8 | 12.3 | 5.6 | 11.7 | 11.6 | 10.2 | 9.7 | 11.8 | 22.6 | 16.6 | 23.1 | 34.0 |
Treynor Ratio | NA | 0.12 | 0.16 | -0.04 | 0.04 | 0.05 | NA | 0.07 | 0.16 | -0.32 | 0.13 | 0.13 | 0.2 | -0.09 | 0.17 | 0.07 | -0.02 | 0.08 | 0.22 | 0.16 | -0.06 | 0.16 | 0.46 | -0.88 |
Alpha | NA | 0.0 | 0.01 | -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 | -0.01 | 0.01 | 0.04 | -0.1 |
Beta | NA | 1.01 | 0.89 | 0.89 | 1.0 | 0.99 | NA | 0.72 | 0.81 | 0.87 | 1.1 | 1.07 | 1.05 | 0.97 | 1.08 | 1.02 | 0.89 | 0.82 | 0.97 | 0.96 | 0.66 | 0.74 | 0.62 | 0.41 |
RSquared | NA | 0.88 | 0.71 | 0.56 | 0.79 | 0.81 | NA | 0.52 | 0.55 | 0.5 | 0.94 | 0.99 | 0.99 | 0.83 | 0.96 | 0.98 | 0.83 | 0.52 | 0.93 | 0.9 | 0.38 | 0.57 | 0.45 | 0.22 |
Yield(%) | N/A | 0.0 | 8.3 | 4.6 | 5.6 | 5.9 | 7.7 | N/A | 8.7 | 1.4 | 6.5 | 5.1 | 6.1 | 3.8 | 4.2 | 11.1 | 11.5 | 7.0 | 4.2 | 4.6 | 5.6 | 0.2 | 0.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 359.2 | 12.7 | -26.0 | N/A | N/A | N/A | 359.2 | -77.3 | 36.1 | -2.2 | 42.1 | 2.6 | -62.4 | -17.1 | 64.6 | 88.3 | 4.2 | -27.3 | 2704.8 | -41.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2008
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