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NSPIX: VOYA SMALLCAP OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/25/2005 |
| Last Dividend Date: | 12/16/2021 |
| 12-Mo. Yield | 13.80% |
| Expenses | 0.98% |
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Performance Analytics (As of 11/17/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/25/2005 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -27.6 | 1.1 | 1.5 | 8.0 | 6.8 | 7.9 | -25.0 | -11.3 | 26.4 | 25.4 | -16.1 | 18.3 | 12.7 | -1.2 | 5.2 | 37.9 | 15.3 | 0.7 | 33.8 | 31.8 | -34.5 | 9.8 | 12.9 | 17.2 |
| Sharpe Ratio | NA | -1.0 | 0.02 | 0.02 | 0.34 | NA | 0.3 | -1.0 | -0.4 | 0.64 | 1.4 | -0.85 | 1.59 | 0.67 | -0.07 | 0.34 | 2.87 | 0.93 | 0.02 | 1.55 | 1.04 | -0.87 | 0.39 | 0.58 | 1.08 |
| Draw Down(%) | NA | 32.5 | 40.7 | 42.2 | 42.2 | NA | 55.4 | 30.5 | 25.4 | 40.7 | 10.4 | 30.4 | 7.0 | 16.6 | 16.3 | 11.0 | 4.9 | 11.9 | 26.9 | 16.1 | 30.0 | 49.1 | 9.8 | 16.7 | 8.9 |
| Standard Deviation(%) | NA | 28.6 | 30.9 | 26.8 | 21.8 | NA | 23.5 | 29.2 | 28.1 | 40.6 | 17.2 | 20.5 | 11.1 | 18.5 | 17.3 | 15.2 | 13.2 | 16.5 | 31.2 | 21.8 | 30.5 | 40.8 | 17.2 | 16.6 | 15.0 |
| Treynor Ratio | NA | -0.38 | 0.01 | 0.01 | 0.08 | NA | 0.08 | -0.39 | -0.11 | 0.25 | 0.23 | -0.17 | 0.17 | 0.12 | -0.01 | 0.05 | 0.42 | 0.16 | 0.01 | 0.37 | 0.34 | -0.38 | 0.07 | 0.1 | 0.17 |
| Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | NA | 0.0 | -0.03 | -0.06 | -0.03 | -0.03 | -0.04 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.76 | 0.93 | 0.95 | 0.95 | NA | 0.94 | 0.75 | 1.06 | 1.05 | 1.06 | 1.04 | 1.05 | 1.04 | 0.87 | 0.95 | 0.9 | 0.95 | 0.96 | 0.9 | 0.92 | 0.94 | 0.91 | 0.97 | 0.98 |
| RSquared | NA | 0.75 | 0.88 | 0.89 | 0.89 | NA | 0.93 | 0.76 | 0.65 | 0.97 | 0.95 | 0.96 | 0.93 | 0.97 | 0.64 | 0.95 | 0.95 | 0.97 | 0.99 | 0.98 | 0.98 | 0.99 | 0.94 | 0.97 | 0.93 |
| Yield(%) | N/A | 13.8 | 6.6 | 7.5 | 9.0 | 7.7 | N/A | 0.0 | 15.2 | 0.0 | 0.0 | 13.5 | 9.7 | 2.9 | 7.7 | 6.9 | 6.6 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -32.9 | 81.2 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 51.6 | 278.6 | -66.0 | 9.1 | 32.7 | 326.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/25/2005
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