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ISWAX: VOYA SOLUTION INCOME PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 10.1 0.01(0.10%) May 17
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (34%) |
Start Date: | 04/29/2005 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 3.75% |
Expenses | 1.08% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 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 | 2.1 | 8.1 | -0.3 | 3.7 | 3.7 | 5.3 | 4.1 | 10.1 | -14.9 | 6.2 | 11.6 | 12.9 | -3.3 | 9.1 | 4.3 | -0.3 | 5.5 | 6.7 | 9.6 | 0.3 | 8.6 | 19.1 | -18.0 | 4.6 | 7.0 | 3.4 |
Sharpe Ratio | NA | -0.05 | 0.46 | -0.35 | 0.23 | 0.37 | NA | 0.41 | 0.9 | -1.61 | 0.62 | 1.01 | 3.53 | -0.94 | 3.31 | 0.85 | -0.07 | 1.34 | 1.43 | 1.11 | 0.04 | 1.39 | 1.74 | -1.52 | 0.33 | 1.16 | 1.11 |
Draw Down(%) | NA | 3.1 | 6.6 | 23.1 | 23.1 | 23.1 | NA | 27.4 | 6.6 | 18.8 | 7.4 | 16.7 | 1.1 | 6.9 | 1.0 | 3.4 | 5.3 | 2.9 | 5.2 | 5.8 | 9.1 | 4.7 | 11.7 | 22.4 | 2.8 | 2.4 | 1.8 |
Standard Deviation(%) | NA | 5.8 | 6.3 | 9.1 | 8.8 | 6.9 | NA | 7.2 | 6.5 | 10.1 | 10.0 | 11.2 | 3.2 | 4.9 | 2.6 | 4.7 | 4.7 | 4.1 | 4.6 | 8.6 | 7.9 | 6.1 | 10.9 | 12.4 | 4.9 | 3.3 | 2.4 |
Treynor Ratio | NA | 0.0 | 0.03 | -0.03 | 0.02 | 0.03 | NA | 0.03 | 0.07 | -0.18 | 0.07 | 0.1 | 0.12 | -0.05 | 0.08 | 0.04 | 0.0 | 0.06 | 0.06 | 0.09 | 0.0 | 0.1 | 0.21 | -0.41 | 0.02 | 0.07 | 0.04 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.02 | -0.06 | -0.01 | 0.01 | 0.0 |
Beta | NA | 1.05 | 0.98 | 0.92 | 1.01 | 1.01 | NA | 0.87 | 0.87 | 0.91 | 0.9 | 1.14 | 0.96 | 1.0 | 1.02 | 1.08 | 0.97 | 0.96 | 1.14 | 1.06 | 1.17 | 0.85 | 0.9 | 0.46 | 0.7 | 0.57 | 0.64 |
RSquared | NA | 0.84 | 0.76 | 0.43 | 0.61 | 0.65 | NA | 0.49 | 0.57 | 0.62 | 0.14 | 0.96 | 0.91 | 0.77 | 0.79 | 0.93 | 0.79 | 0.55 | 0.91 | 0.2 | 0.79 | 0.54 | 0.48 | 0.18 | 0.44 | 0.48 | 0.75 |
Yield(%) | N/A | 0.0 | 3.8 | 7.1 | 6.3 | 4.9 | 5.5 | N/A | 3.9 | 12.5 | 6.6 | 2.5 | 5.0 | 4.6 | 2.4 | 2.1 | 6.1 | 2.4 | 3.2 | 4.7 | 4.0 | 3.3 | 6.2 | 3.2 | 0.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -77.1 | 101.1 | 79.4 | N/A | N/A | N/A | -77.5 | 90.5 | 180.0 | -45.5 | 0.0 | 103.7 | 17.4 | -67.6 | 163.0 | -22.9 | -28.6 | 14.0 | 26.5 | -40.4 | 54.1 | 362.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2005
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