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ISWSX: VOYA SOLUTION INCOME PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 11.05 0.01(0.09%) July 31
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (89%) |
Start Date: | 04/29/2005 |
Last Dividend Date: | 08/02/2024 |
12-Mo. Yield | 2.73% |
Expenses | 1.08% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? TryLast 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(%) | -0.2 | 6.0 | 7.9 | 1.9 | 0.7 | 2.9 | 3.9 | 3.7 | 3.7 | 6.2 | 9.5 | -23.9 | 2.6 | 11.7 | 13.1 | -3.1 | 9.3 | 4.5 | 0.1 | 5.8 | 7.0 | 9.8 | 0.6 | 8.9 | 19.4 | -17.8 | 4.9 | 7.3 | 3.7 |
Sharpe Ratio | NA | 1.2 | 0.93 | -0.12 | -0.15 | 0.2 | NA | NA | 0.35 | -0.07 | 0.78 | -1.81 | 0.46 | 1.01 | 3.49 | -0.9 | 3.45 | 0.9 | 0.01 | 1.41 | 1.48 | 1.13 | 0.08 | 1.4 | 1.75 | -1.52 | 0.4 | 1.23 | 1.25 |
Draw Down(%) | NA | 5.4 | 5.4 | 19.1 | 29.1 | 29.1 | NA | NA | 29.1 | 3.0 | 7.4 | 27.2 | 4.7 | 16.7 | 1.1 | 6.7 | 0.9 | 3.4 | 5.2 | 2.9 | 5.1 | 5.8 | 8.9 | 4.6 | 11.7 | 22.3 | 2.8 | 2.3 | 1.8 |
Standard Deviation(%) | NA | 7.4 | 6.5 | 9.4 | 8.4 | 7.4 | NA | NA | 7.3 | 5.4 | 6.8 | 14.1 | 5.6 | 11.3 | 3.4 | 4.9 | 2.5 | 4.8 | 4.7 | 4.1 | 4.7 | 8.7 | 8.0 | 6.3 | 11.0 | 12.3 | 4.9 | 3.3 | 2.5 |
Treynor Ratio | NA | 0.08 | 0.05 | -0.01 | -0.01 | 0.01 | NA | NA | 0.03 | -0.01 | 0.05 | -0.26 | 0.08 | 0.1 | 0.12 | -0.04 | 0.09 | 0.04 | 0.0 | 0.06 | 0.06 | 0.09 | 0.01 | 0.1 | 0.21 | -0.41 | 0.03 | 0.07 | 0.05 |
Alpha | NA | 0.0 | 0.0 | -0.02 | -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 | 0.0 | -0.02 | 0.0 | 0.02 | -0.06 | -0.01 | 0.01 | 0.01 |
Beta | NA | 1.14 | 1.09 | 1.05 | 1.05 | 1.07 | NA | NA | 0.91 | 0.66 | 1.1 | 0.99 | 0.33 | 1.12 | 1.0 | 0.99 | 1.01 | 1.08 | 0.97 | 0.97 | 1.15 | 1.08 | 1.16 | 0.86 | 0.91 | 0.46 | 0.68 | 0.57 | 0.67 |
RSquared | NA | 0.91 | 0.91 | 0.52 | 0.59 | 0.7 | NA | NA | 0.52 | 0.58 | 0.88 | 0.4 | 0.17 | 0.93 | 0.92 | 0.77 | 0.79 | 0.93 | 0.79 | 0.57 | 0.9 | 0.2 | 0.77 | 0.53 | 0.48 | 0.18 | 0.42 | 0.47 | 0.76 |
Yield(%) | N/A | 0.0 | 2.7 | 3.0 | 2.8 | 3.5 | 3.8 | 3.5 | N/A | 2.8 | 3.2 | 3.6 | 3.0 | 2.4 | 5.2 | 4.8 | 2.7 | 2.3 | 6.3 | 2.7 | 3.4 | 4.9 | 4.1 | 3.5 | 6.4 | 3.2 | 0.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -5.0 | -16.7 | -29.8 | 36.7 | N/A | N/A | N/A | -5.0 | -34.9 | 19.1 | 32.5 | -49.3 | -1.2 | 93.0 | 19.4 | -66.0 | 145.5 | -19.6 | -27.1 | 13.4 | 26.3 | -39.0 | 57.9 | 374.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2005
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