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VYGPX: Voya Global Multi-Asset Fund Class W (MUTUAL FUND)
Basic Info 11.27 0.03(0.27%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (17%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.29% |
Expenses | 1.90% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.8 | 0.2 | 9.5 | -0.9 | 1.6 | 10.2 | -25.4 | 25.3 | 13.5 | 1.3 |
Sharpe Ratio | NA | 0.51 | 1.0 | -0.14 | 0.16 | 0.59 | -1.32 | 1.77 | 0.54 | 1.39 |
Draw Down(%) | NA | 2.3 | 8.9 | 33.4 | 33.4 | 8.9 | 33.4 | 4.2 | 30.0 | 2.2 |
Standard Deviation(%) | NA | 7.4 | 8.3 | 15.4 | 17.5 | 10.2 | 20.4 | 14.3 | 24.5 | 7.2 |
Treynor Ratio | NA | 0.07 | 0.15 | -0.04 | 0.05 | 0.13 | -0.53 | 0.46 | 0.2 | 0.19 |
Alpha | NA | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | -0.07 | 0.04 | 0.0 | -0.04 |
Beta | NA | 0.52 | 0.53 | 0.51 | 0.6 | 0.48 | 0.5 | 0.55 | 0.67 | 0.53 |
RSquared | NA | 0.69 | 0.61 | 0.35 | 0.6 | 0.41 | 0.39 | 0.27 | 0.92 | 0.27 |
Yield(%) | N/A | 0.0 | 2.9 | 5.3 | N/A | 3.1 | 3.3 | 11.3 | 2.8 | 4.1 |
Dividend Growth(%) | N/A | -100.0 | -27.9 | N/A | N/A | -27.9 | -70.5 | 342.4 | -34.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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