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ISQAX: VOYA SOLUTION 2035 PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 9.68 0.09(0.94%) May 03
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (60%) |
Start Date: | 04/29/2005 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 6.52% |
Expenses | 1.23% |
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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 04/29/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 3.5 | 14.9 | 1.6 | 6.6 | 6.3 | 8.7 | 5.7 | 17.0 | -18.3 | 13.7 | 14.2 | 21.5 | -9.9 | 19.2 | 6.0 | -0.8 | 5.7 | 19.7 | 14.9 | -4.9 | 13.5 | 29.9 | -39.4 | 5.0 | 14.0 | 10.5 |
Sharpe Ratio | NA | 0.79 | 1.18 | -0.05 | 0.31 | 0.38 | NA | 0.29 | 1.29 | -1.05 | 1.32 | 0.53 | 2.24 | -0.91 | 3.35 | 0.49 | -0.07 | 0.56 | 2.09 | 1.19 | -0.23 | 0.76 | 1.12 | -1.33 | 0.15 | 1.07 | 1.79 |
Draw Down(%) | NA | 4.5 | 9.6 | 24.9 | 30.6 | 30.6 | NA | 53.7 | 9.6 | 24.5 | 4.6 | 30.6 | 4.9 | 18.1 | 1.7 | 10.2 | 11.4 | 7.4 | 6.8 | 10.1 | 21.0 | 13.5 | 25.1 | 42.7 | 9.2 | 8.6 | 4.6 |
Standard Deviation(%) | NA | 8.9 | 9.3 | 13.4 | 16.4 | 13.7 | NA | 16.1 | 10.0 | 18.7 | 10.3 | 26.4 | 9.0 | 12.3 | 5.6 | 11.8 | 11.4 | 10.2 | 9.4 | 12.6 | 21.4 | 17.5 | 26.6 | 30.3 | 13.8 | 10.1 | 7.6 |
Treynor Ratio | NA | 0.07 | 0.13 | -0.01 | 0.05 | 0.05 | NA | 0.06 | 0.16 | -0.21 | 0.14 | 0.13 | 0.19 | -0.12 | 0.17 | 0.06 | -0.01 | 0.07 | 0.21 | 0.16 | -0.05 | 0.17 | 0.4 | -1.15 | 0.03 | 0.14 | 0.13 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.03 | -0.13 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.99 | 0.88 | 0.89 | 1.01 | 1.0 | NA | 0.75 | 0.81 | 0.92 | 0.95 | 1.1 | 1.06 | 0.97 | 1.07 | 1.03 | 0.88 | 0.82 | 0.94 | 0.95 | 0.93 | 0.81 | 0.75 | 0.35 | 0.63 | 0.74 | 1.03 |
RSquared | NA | 0.87 | 0.68 | 0.64 | 0.84 | 0.84 | NA | 0.56 | 0.56 | 0.67 | 0.7 | 1.0 | 0.99 | 0.82 | 0.95 | 0.98 | 0.83 | 0.52 | 0.92 | 0.76 | 0.86 | 0.6 | 0.5 | 0.18 | 0.44 | 0.48 | 0.95 |
Yield(%) | N/A | 0.0 | 6.7 | 9.3 | 9.6 | 8.0 | 9.7 | N/A | 7.1 | 17.2 | 6.6 | 8.0 | 11.0 | 4.0 | 4.4 | 10.9 | 14.6 | 10.6 | 1.7 | 2.0 | 1.3 | 1.1 | 0.1 | 3.7 | 0.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -73.3 | 40.4 | 3.0 | N/A | N/A | N/A | -73.3 | 181.2 | -14.9 | -19.0 | 132.0 | 6.4 | -61.2 | -37.3 | 31.3 | 600.0 | 0.0 | 40.0 | 36.4 | 1000.0 | -98.0 | 444.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2005
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