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ISNPX: VOYA SOLUTION 2050 PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 17.8 0(0.0%) July 11
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (30%) |
Start Date: | 10/04/2011 |
Last Dividend Date: | 08/02/2024 |
12-Mo. Yield | 1.00% |
Expenses | 1.46% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 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(%) | 0.7 | 10.1 | 12.7 | 5.2 | 4.6 | 5.1 | 7.8 | 14.6 | 16.6 | -36.2 | 15.1 | 9.5 | 24.1 | -10.8 | 21.1 | 6.4 | -0.4 | 6.9 | 22.7 | 14.8 | 10.4 |
Sharpe Ratio | NA | 0.82 | 0.62 | 0.12 | 0.13 | 0.19 | 0.4 | 0.74 | 1.01 | -1.23 | 1.19 | 0.29 | 2.12 | -0.83 | 3.23 | 0.47 | -0.03 | 0.62 | 2.18 | 1.17 | 1.87 |
Draw Down(%) | NA | 15.9 | 15.9 | 31.0 | 42.3 | 42.3 | 42.3 | 7.3 | 13.5 | 41.8 | 5.6 | 34.0 | 6.1 | 20.1 | 1.9 | 11.4 | 12.0 | 8.1 | 7.2 | 11.1 | 10.7 |
Standard Deviation(%) | NA | 20.1 | 16.5 | 19.6 | 18.5 | 18.0 | 16.8 | 10.8 | 12.4 | 30.6 | 12.7 | 31.9 | 10.7 | 14.6 | 6.4 | 13.1 | 12.6 | 11.2 | 10.4 | 12.7 | 27.1 |
Treynor Ratio | NA | 0.2 | 0.13 | 0.03 | 0.03 | 0.04 | 0.08 | 0.11 | 0.14 | -0.46 | 0.16 | 0.11 | 0.27 | -0.16 | 0.23 | 0.06 | -0.01 | 0.1 | 0.26 | 0.16 | 0.75 |
Alpha | NA | 0.02 | 0.0 | -0.03 | -0.03 | -0.02 | -0.02 | -0.02 | -0.02 | -0.11 | -0.04 | -0.02 | -0.01 | -0.03 | 0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.04 |
Beta | NA | 0.81 | 0.79 | 0.8 | 0.84 | 0.83 | 0.83 | 0.76 | 0.87 | 0.82 | 0.92 | 0.85 | 0.84 | 0.76 | 0.9 | 0.97 | 0.72 | 0.69 | 0.89 | 0.91 | 0.68 |
RSquared | NA | 0.96 | 0.9 | 0.54 | 0.66 | 0.75 | 0.74 | 0.8 | 0.85 | 0.47 | 0.9 | 0.86 | 0.97 | 0.79 | 0.89 | 0.95 | 0.78 | 0.49 | 0.89 | 0.82 | 0.45 |
Yield(%) | N/A | 0.0 | 1.0 | 2.4 | 2.1 | 3.5 | N/A | 1.1 | 3.3 | 3.0 | 1.2 | 1.4 | 9.2 | 5.7 | 2.2 | 1.1 | 7.2 | 0.9 | 8.5 | 4.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -61.6 | -33.7 | -58.3 | N/A | N/A | -61.6 | -33.8 | 188.8 | -5.7 | -83.1 | 35.3 | 210.9 | 105.1 | -85.6 | 757.9 | -88.3 | 139.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2011
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