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VYGKX: Voya Global Multi-Asset Fund Class C (MUTUAL FUND)
Basic Info 11.79 0(0.0%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.18% |
Expenses | 1.90% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 4.2 | 16.7 | 0.4 | 4.4 | 10.4 | -26.0 | 22.4 | 12.3 | 3.2 |
Sharpe Ratio | NA | 1.93 | 1.58 | -0.13 | 0.16 | 0.64 | -1.41 | 1.68 | 0.49 | 5.89 |
Draw Down(%) | NA | 2.0 | 9.1 | 32.9 | 32.9 | 9.1 | 32.9 | 4.3 | 30.1 | 1.2 |
Standard Deviation(%) | NA | 7.4 | 8.2 | 14.6 | 17.1 | 9.7 | 19.5 | 13.3 | 24.4 | 4.7 |
Treynor Ratio | NA | 0.28 | 0.25 | -0.04 | 0.05 | 0.13 | -0.55 | 0.4 | 0.18 | 0.46 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.02 | -0.01 | -0.08 | 0.03 | -0.01 | 0.01 |
Beta | NA | 0.52 | 0.53 | 0.51 | 0.59 | 0.48 | 0.5 | 0.55 | 0.66 | 0.59 |
RSquared | NA | 0.67 | 0.59 | 0.39 | 0.63 | 0.44 | 0.42 | 0.31 | 0.92 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/2019
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