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ISJBX: VOYA U.S. STOCK INDEX PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 19.33 0.11(0.57%) May 30
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (63%) |
Start Date: | 07/02/2007 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 11.35% |
Expenses | 0.80% |
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Performance Analytics (As of 05/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/12/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.3 | 10.2 | 25.9 | 8.8 | 14.8 | 11.0 | 11.9 | 8.2 | 25.7 | -18.8 | 28.4 | 17.9 | 30.8 | -4.8 | 21.2 | 11.3 | 0.9 | 2.0 | 26.7 | 10.4 | -4.7 | 13.0 | 25.4 | -40.6 | -2.6 |
Sharpe Ratio | NA | 2.47 | 2.31 | 0.4 | 0.61 | 0.56 | NA | 0.31 | 1.65 | -0.84 | 2.15 | 0.51 | 2.36 | -0.36 | 3.06 | 0.85 | 0.05 | 0.13 | 2.29 | 0.78 | -0.2 | 0.71 | 0.94 | -1.0 | -0.4 |
Draw Down(%) | NA | 5.4 | 10.1 | 24.8 | 33.8 | 33.8 | NA | 57.8 | 10.1 | 24.8 | 5.2 | 33.8 | 6.7 | 19.5 | 2.7 | 10.3 | 11.2 | 15.0 | 5.6 | 9.6 | 22.8 | 15.7 | 27.2 | 49.4 | 9.9 |
Standard Deviation(%) | NA | 11.3 | 11.5 | 17.3 | 21.4 | 18.1 | NA | 20.6 | 13.1 | 24.2 | 13.2 | 34.7 | 12.5 | 17.1 | 6.8 | 13.1 | 15.7 | 15.1 | 11.6 | 13.3 | 24.1 | 18.2 | 27.1 | 41.3 | 19.3 |
Treynor Ratio | NA | 0.28 | 0.27 | 0.07 | 0.13 | 0.1 | NA | 0.07 | 0.23 | -0.21 | 0.29 | 0.18 | 0.3 | -0.06 | 0.21 | 0.11 | 0.01 | 0.02 | 0.26 | 0.1 | -0.05 | 0.13 | 0.26 | -0.41 | -0.08 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 |
Beta | NA | 0.98 | 0.99 | 0.97 | 0.99 | 0.97 | NA | 0.99 | 0.96 | 0.96 | 0.97 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.79 | 0.96 | 1.01 | 1.0 | 1.0 | 1.0 | 0.99 | 1.01 | 0.99 |
RSquared | NA | 1.0 | 1.0 | 0.97 | 0.99 | 0.93 | NA | 0.96 | 0.94 | 0.97 | 0.97 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.6 | 0.56 | 0.94 | 0.94 | 0.96 | 0.99 | 1.0 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 11.1 | 9.7 | 10.6 | 8.6 | 10.7 | N/A | 12.3 | 9.2 | 11.9 | 5.6 | 8.3 | 7.0 | 6.9 | 8.0 | 10.2 | 1.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | -4.9 | 90.4 | 71.4 | N/A | N/A | N/A | -4.9 | -9.0 | 131.8 | -17.5 | 4.0 | 16.0 | -8.3 | -30.4 | 674.1 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/12/2008
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