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ISJSX: VOYA INDEX SOLUTION 2045 PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 12.65 0.01(0.08%) May 17
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (86%) |
Start Date: | 03/11/2008 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 9.44% |
Expenses | 0.46% |
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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(%) | 1.4 | 8.1 | 20.9 | 0.2 | 7.2 | 6.7 | 9.5 | 6.3 | 19.3 | -27.8 | 17.8 | 15.5 | 24.5 | -8.4 | 20.2 | 8.1 | -1.9 | 6.5 | 23.5 | 15.9 | -4.7 | 13.3 | 31.7 | -33.1 |
Sharpe Ratio | NA | 1.87 | 1.59 | -0.13 | 0.29 | 0.35 | NA | 0.29 | 1.29 | -1.21 | 1.49 | 0.51 | 2.25 | -0.7 | 3.21 | 0.62 | -0.15 | 0.58 | 2.19 | 1.21 | -0.2 | 0.7 | 1.2 | -1.01 |
Draw Down(%) | NA | 5.1 | 10.8 | 34.5 | 34.5 | 34.5 | NA | 52.5 | 10.8 | 34.5 | 5.1 | 31.6 | 5.6 | 17.8 | 1.9 | 10.3 | 12.9 | 7.9 | 7.5 | 11.2 | 21.8 | 15.2 | 26.2 | 43.0 |
Standard Deviation(%) | NA | 10.2 | 10.7 | 16.7 | 19.3 | 16.0 | NA | 18.9 | 11.7 | 24.2 | 11.9 | 30.0 | 10.3 | 14.0 | 6.1 | 12.8 | 12.8 | 11.1 | 10.7 | 13.2 | 24.0 | 19.0 | 26.4 | 39.5 |
Treynor Ratio | NA | 0.19 | 0.19 | -0.03 | 0.06 | 0.06 | NA | 0.07 | 0.19 | -0.36 | 0.2 | 0.15 | 0.39 | -0.12 | 0.19 | 0.08 | -0.02 | 0.08 | 0.23 | 0.15 | -0.06 | 0.16 | 0.45 | -0.98 |
Alpha | NA | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.06 | 0.01 | 0.0 | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.04 | -0.11 |
Beta | NA | 1.01 | 0.9 | 0.82 | 0.9 | 0.9 | NA | 0.75 | 0.8 | 0.82 | 0.9 | 1.02 | 0.59 | 0.83 | 1.04 | 0.99 | 0.89 | 0.82 | 1.02 | 1.03 | 0.76 | 0.84 | 0.71 | 0.41 |
RSquared | NA | 0.87 | 0.69 | 0.49 | 0.72 | 0.75 | NA | 0.51 | 0.54 | 0.45 | 0.73 | 0.97 | 0.65 | 0.76 | 0.97 | 0.98 | 0.83 | 0.52 | 0.93 | 0.89 | 0.47 | 0.57 | 0.45 | 0.17 |
Yield(%) | N/A | 0.0 | 9.4 | 4.7 | 5.8 | 6.1 | 8.3 | N/A | 10.1 | 1.1 | 6.2 | 5.2 | 6.6 | 3.8 | 4.5 | 10.7 | 11.9 | 6.6 | 4.1 | 3.8 | 4.6 | 0.2 | 0.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 572.5 | 15.2 | -20.5 | N/A | N/A | N/A | 575.0 | -81.0 | 29.2 | -7.1 | 52.2 | -2.1 | -58.4 | -22.6 | 80.2 | 88.4 | 22.9 | -25.5 | 2250.0 | -33.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2008
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