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ISWIX: VOYA SOLUTION INCOME PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 10.18 0.05(0.49%) April 26
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (52%) |
Start Date: | 04/29/2005 |
Last Dividend Date: | 08/03/2023 |
12-Mo. Yield | 4.19% |
Expenses | 1.08% |
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Performance Analytics (As of 04/26/2024)
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(%) | 0.8 | -0.2 | 6.2 | -0.7 | 3.7 | 4.1 | 5.8 | 4.5 | 10.6 | -14.4 | 6.8 | 12.2 | 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 | -0.74 | 0.39 | -0.32 | 0.24 | 0.43 | NA | 0.47 | 0.99 | -1.56 | 0.64 | 1.06 | 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 | 3.1 | 6.5 | 22.9 | 22.9 | 22.9 | NA | 27.1 | 6.5 | 18.5 | 7.6 | 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 | 5.8 | 6.3 | 9.3 | 9.0 | 7.0 | NA | 7.3 | 6.5 | 10.2 | 10.5 | 11.2 | 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 | -0.04 | 0.02 | -0.03 | 0.02 | 0.03 | NA | 0.04 | 0.07 | -0.17 | 0.07 | 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 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 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 | 1.04 | 0.98 | 0.93 | 1.02 | 1.02 | NA | 0.88 | 0.87 | 0.92 | 1.0 | 1.15 | 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 | 0.81 | 0.76 | 0.43 | 0.61 | 0.64 | NA | 0.49 | 0.58 | 0.63 | 0.16 | 0.96 | 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 | 4.2 | 7.4 | 6.6 | 5.4 | 6.2 | N/A | 4.4 | 12.7 | 6.9 | 3.0 | 5.5 | 5.1 | 3.0 | 2.4 | 6.6 | 3.0 | 3.7 | 5.2 | 4.3 | 3.6 | 6.7 | 3.4 | 0.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -74.9 | 86.9 | 68.9 | N/A | N/A | N/A | -74.9 | 85.6 | 150.0 | -41.9 | 0.0 | 82.4 | 25.9 | -65.4 | 129.4 | -17.1 | -25.5 | 14.6 | 26.3 | -38.7 | 55.0 | 344.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2005
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