Find A Portfolio/Ticker
Comparison Box
VYGJX: Voya Global Multi-Asset Fund Class A (MUTUAL FUND)
Basic Info 11.09 0(0.0%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.04% |
Expenses | 1.90% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.2 | 0.5 | 9.5 | -1.1 | 1.5 | 10.2 | -25.7 | 24.9 | 13.1 | 3.4 |
Sharpe Ratio | NA | 0.49 | 0.96 | -0.16 | 0.17 | 0.59 | -1.34 | 1.75 | 0.52 | 6.26 |
Draw Down(%) | NA | 2.3 | 9.0 | 33.4 | 33.4 | 9.0 | 33.4 | 4.2 | 30.1 | 1.2 |
Standard Deviation(%) | NA | 7.4 | 8.3 | 15.3 | 17.4 | 10.1 | 20.3 | 14.2 | 24.5 | 4.6 |
Treynor Ratio | NA | 0.07 | 0.15 | -0.05 | 0.05 | 0.13 | -0.54 | 0.45 | 0.19 | 0.49 |
Alpha | NA | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | -0.08 | 0.04 | -0.01 | 0.02 |
Beta | NA | 0.52 | 0.53 | 0.51 | 0.6 | 0.48 | 0.5 | 0.55 | 0.67 | 0.58 |
RSquared | NA | 0.7 | 0.6 | 0.35 | 0.6 | 0.41 | 0.39 | 0.27 | 0.92 | 0.81 |
Yield(%) | N/A | 0.0 | 2.8 | 5.2 | N/A | 3.0 | 3.1 | 11.2 | 2.7 | 6.1 |
Dividend Growth(%) | N/A | -100.0 | -27.5 | N/A | N/A | -27.5 | -72.0 | 361.3 | -56.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |