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ISNFX: VOYA SOLUTION 2030 PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 15.35 0.01(0.07%) July 10
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 10/04/2011 |
| Last Dividend Date: | 08/02/2024 |
| 12-Mo. Yield | 1.59% |
| Expenses | 0.72% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/04/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 7.4 | 10.5 | 3.8 | 2.7 | 4.2 | 5.7 | 9.9 | 13.4 | -31.0 | 11.2 | 9.2 | 20.1 | -7.5 | 17.1 | 6.2 | -0.0 | 5.8 | 8.9 | 9.6 | 9.3 |
| Sharpe Ratio | NA | 0.89 | 0.67 | 0.03 | 0.06 | 0.2 | 0.36 | 0.43 | 1.01 | -1.44 | 1.24 | 0.37 | 2.41 | -0.8 | 3.25 | 0.57 | -0.01 | 0.64 | 0.73 | 0.83 | 1.93 |
| Draw Down(%) | NA | 10.1 | 10.1 | 25.9 | 35.9 | 35.9 | 35.9 | 4.1 | 10.3 | 35.6 | 3.9 | 27.7 | 4.0 | 15.0 | 1.5 | 9.1 | 9.7 | 7.0 | 11.0 | 9.0 | 9.3 |
| Standard Deviation(%) | NA | 12.8 | 10.7 | 14.3 | 13.4 | 13.3 | 13.0 | 7.8 | 9.1 | 22.6 | 9.0 | 23.9 | 7.8 | 11.0 | 5.1 | 10.5 | 10.1 | 9.1 | 12.2 | 11.6 | 23.0 |
| Treynor Ratio | NA | 0.11 | 0.07 | 0.01 | 0.01 | 0.03 | 0.05 | 0.04 | 0.09 | -0.34 | 0.11 | 0.08 | 0.18 | -0.09 | 0.15 | 0.06 | 0.0 | 0.07 | 0.09 | 0.11 | 0.67 |
| Alpha | NA | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.07 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.04 | -0.01 | 0.06 |
| Beta | NA | 1.03 | 0.97 | 0.97 | 0.99 | 1.01 | 0.97 | 0.92 | 1.02 | 0.97 | 1.03 | 1.08 | 1.03 | 0.96 | 1.08 | 1.01 | 0.86 | 0.81 | 0.98 | 0.88 | 0.66 |
| RSquared | NA | 0.98 | 0.91 | 0.53 | 0.64 | 0.79 | 0.73 | 0.85 | 0.92 | 0.46 | 0.89 | 0.96 | 0.99 | 0.81 | 0.95 | 0.98 | 0.83 | 0.52 | 0.51 | 0.63 | 0.43 |
| Yield(%) | N/A | 0.0 | 1.6 | 2.6 | 2.2 | 3.6 | N/A | 1.7 | 2.8 | 3.4 | 1.6 | 1.5 | 8.6 | 6.7 | 2.6 | 0.8 | 5.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -32.1 | -30.6 | -52.2 | N/A | N/A | -32.1 | -45.9 | 130.2 | 15.7 | -80.7 | 10.7 | 198.1 | 245.2 | -86.1 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2011
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See Target Date 2026-2030 Asset Class Trend Rankings |
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