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ISKIX: VOYA INDEX SOLUTION INCOME PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 9.69 0.07(0.73%) May 03
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (66%) |
Start Date: | 03/11/2008 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 4.13% |
Expenses | 0.18% |
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Performance Analytics (As of 05/03/2024)
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 | 1.0 | 7.6 | -2.8 | 2.1 | 2.9 | 4.7 | 3.9 | 10.8 | -20.9 | 6.1 | 11.3 | 13.2 | -4.5 | 9.4 | 5.2 | -0.9 | 6.3 | 8.0 | 8.8 | 3.2 | 7.2 | 13.1 | -8.5 |
Sharpe Ratio | NA | -0.1 | 0.63 | -0.58 | 0.06 | 0.28 | NA | 0.47 | 1.03 | -1.76 | 1.3 | 1.08 | 3.45 | -1.11 | 3.23 | 1.01 | -0.19 | 1.45 | 1.66 | 1.97 | 0.45 | 1.33 | 1.67 | -1.03 |
Draw Down(%) | NA | 3.2 | 6.2 | 24.9 | 24.9 | 24.9 | NA | 24.9 | 6.2 | 24.7 | 2.5 | 12.6 | 1.2 | 7.9 | 1.1 | 3.0 | 5.8 | 2.8 | 4.9 | 3.3 | 5.6 | 3.6 | 8.9 | 16.4 |
Standard Deviation(%) | NA | 5.8 | 6.1 | 8.6 | 8.4 | 6.7 | NA | 6.7 | 6.4 | 12.7 | 4.7 | 10.2 | 3.4 | 5.2 | 2.7 | 5.0 | 5.0 | 4.3 | 4.8 | 4.5 | 7.0 | 5.4 | 7.8 | 10.8 |
Treynor Ratio | NA | -0.01 | 0.04 | -0.06 | 0.01 | 0.02 | NA | 0.04 | 0.08 | -0.26 | 0.07 | 0.1 | 0.12 | -0.06 | 0.08 | 0.04 | -0.01 | 0.06 | 0.07 | 0.08 | 0.03 | 0.09 | 0.2 | -0.31 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.0 | -0.05 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.03 |
Beta | NA | 1.01 | 0.94 | 0.86 | 0.95 | 0.97 | NA | 0.82 | 0.85 | 0.85 | 0.87 | 1.05 | 1.02 | 1.01 | 1.09 | 1.13 | 1.04 | 1.0 | 1.19 | 1.11 | 1.07 | 0.76 | 0.67 | 0.37 |
RSquared | NA | 0.83 | 0.75 | 0.43 | 0.62 | 0.65 | NA | 0.54 | 0.58 | 0.35 | 0.62 | 0.98 | 0.92 | 0.69 | 0.81 | 0.93 | 0.79 | 0.53 | 0.92 | 0.82 | 0.84 | 0.56 | 0.51 | 0.17 |
Yield(%) | N/A | 0.0 | 4.2 | 3.4 | 3.9 | 4.1 | 4.9 | N/A | 4.3 | 2.8 | 4.3 | 4.0 | 3.9 | 2.2 | 2.6 | 3.3 | 8.4 | 7.7 | 6.7 | 6.4 | 5.6 | 2.1 | 0.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 18.2 | 15.1 | -19.9 | N/A | N/A | N/A | 18.2 | -34.0 | 13.6 | 12.8 | 69.6 | -11.5 | -18.8 | -64.8 | 8.3 | 15.1 | 7.4 | 11.5 | 177.3 | 450.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2008
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