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ISWIX: VOYA SOLUTION INCOME PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 11.15 0(0.0%) July 10
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 04/29/2005 |
| Last Dividend Date: | 08/02/2024 |
| 12-Mo. Yield | 2.99% |
| Expenses | 1.08% |
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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 | 15 Yr | 20 Yr | Since 04/29/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 6.0 | 8.6 | 2.9 | 1.4 | 3.2 | 4.3 | 3.9 | 4.0 | 6.5 | 9.8 | -23.7 | 2.9 | 11.9 | 13.4 | -2.8 | 9.7 | 4.8 | 0.2 | 6.1 | 7.2 | 10.1 | 0.8 | 9.1 | 19.7 | -17.6 | 5.2 | 7.6 | 3.9 |
| Sharpe Ratio | NA | 1.18 | 0.85 | -0.03 | -0.07 | 0.24 | NA | NA | 0.39 | -0.02 | 0.83 | -1.78 | 0.5 | 1.03 | 3.63 | -0.85 | 3.61 | 0.96 | 0.04 | 1.49 | 1.54 | 1.16 | 0.1 | 1.46 | 1.77 | -1.5 | 0.44 | 1.34 | 1.38 |
| Draw Down(%) | NA | 5.5 | 5.5 | 19.0 | 28.8 | 28.8 | NA | NA | 28.8 | 3.1 | 7.4 | 27.0 | 4.7 | 16.7 | 1.1 | 6.5 | 0.9 | 3.3 | 5.1 | 2.9 | 5.1 | 5.9 | 8.8 | 4.7 | 11.7 | 22.2 | 2.7 | 2.4 | 1.7 |
| Standard Deviation(%) | NA | 7.8 | 6.7 | 9.5 | 8.5 | 7.4 | NA | NA | 7.3 | 5.5 | 6.8 | 14.1 | 5.7 | 11.3 | 3.3 | 4.8 | 2.5 | 4.8 | 4.7 | 4.1 | 4.7 | 8.7 | 8.0 | 6.2 | 11.1 | 12.3 | 4.9 | 3.2 | 2.5 |
| Treynor Ratio | NA | 0.08 | 0.05 | 0.0 | -0.01 | 0.02 | NA | NA | 0.03 | 0.0 | 0.05 | -0.25 | 0.09 | 0.1 | 0.12 | -0.04 | 0.09 | 0.04 | 0.0 | 0.06 | 0.06 | 0.09 | 0.01 | 0.11 | 0.21 | -0.4 | 0.03 | 0.08 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | 0.0 | -0.05 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.02 | -0.06 | -0.01 | 0.01 | 0.01 |
| Beta | NA | 1.17 | 1.12 | 1.06 | 1.06 | 1.07 | NA | NA | 0.91 | 0.67 | 1.1 | 1.0 | 0.33 | 1.12 | 0.98 | 0.99 | 1.0 | 1.09 | 0.98 | 0.97 | 1.15 | 1.07 | 1.18 | 0.86 | 0.92 | 0.46 | 0.69 | 0.56 | 0.67 |
| RSquared | NA | 0.92 | 0.91 | 0.53 | 0.59 | 0.7 | NA | NA | 0.52 | 0.57 | 0.88 | 0.4 | 0.18 | 0.93 | 0.91 | 0.77 | 0.79 | 0.94 | 0.79 | 0.57 | 0.91 | 0.2 | 0.79 | 0.54 | 0.48 | 0.18 | 0.43 | 0.47 | 0.78 |
| Yield(%) | N/A | 0.0 | 3.0 | 3.3 | 3.1 | 3.8 | 4.2 | 3.8 | N/A | 3.1 | 3.4 | 3.8 | 3.2 | 2.7 | 5.5 | 5.1 | 3.0 | 2.4 | 6.5 | 2.9 | 3.6 | 5.2 | 4.4 | 3.7 | 6.7 | 3.4 | 0.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -4.5 | -15.8 | -28.1 | 37.9 | N/A | N/A | N/A | -4.5 | -33.7 | 20.6 | 25.5 | -46.5 | -1.0 | 83.2 | 25.1 | -65.1 | 130.6 | -17.4 | -25.8 | 13.4 | 26.0 | -37.9 | 56.2 | 361.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2005
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