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VYGTX: Voya Global Diversified Payment Fund Class R (MUTUAL FUND)
Basic Info 6.84 0.04(0.59%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 09/04/2019 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 6.70% |
Expenses | 1.91% |
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Performance Analytics (As of 03/27/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 3.8 | 17.2 | 1.4 | 2.7 | 14.0 | -23.3 | 17.9 | 10.7 | 3.2 |
Sharpe Ratio | NA | 1.95 | 1.7 | -0.06 | 0.2 | 1.14 | -1.5 | 1.68 | 0.47 | 1.82 |
Draw Down(%) | NA | 2.1 | 8.4 | 28.6 | 28.6 | 8.4 | 28.6 | 4.0 | 28.5 | 2.6 |
Standard Deviation(%) | NA | 6.9 | 7.9 | 12.3 | 14.6 | 8.7 | 16.6 | 10.7 | 22.1 | 4.9 |
Treynor Ratio | NA | 0.28 | 0.27 | -0.02 | 0.06 | 0.21 | -0.56 | 0.37 | 0.17 | 0.2 |
Alpha | NA | -0.02 | 0.0 | -0.02 | -0.02 | 0.0 | -0.07 | 0.02 | -0.01 | -0.02 |
Beta | NA | 0.48 | 0.5 | 0.46 | 0.54 | 0.47 | 0.44 | 0.49 | 0.6 | 0.46 |
RSquared | NA | 0.63 | 0.57 | 0.44 | 0.67 | 0.55 | 0.45 | 0.39 | 0.91 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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