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VYMRX: Voya Mid Cap Research Enhanced Index Fund Class C (MUTUAL FUND)
Basic Info 16.59 0.03(0.18%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.14% |
Expenses | 1.20% |
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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(%) | -3.9 | 2.6 | 15.8 | 2.6 | 8.7 | 16.0 | -14.9 | 26.4 | 7.6 | 4.1 |
Sharpe Ratio | NA | 1.07 | 1.01 | 0.08 | 0.28 | 0.67 | -0.61 | 1.48 | 0.18 | 4.1 |
Draw Down(%) | NA | 4.8 | 14.9 | 25.3 | 43.7 | 14.9 | 24.3 | 8.3 | 43.7 | 2.4 |
Standard Deviation(%) | NA | 14.5 | 16.1 | 20.6 | 26.6 | 17.7 | 26.7 | 17.8 | 41.2 | 8.8 |
Treynor Ratio | NA | 0.14 | 0.14 | 0.02 | 0.07 | 0.1 | -0.17 | 0.24 | 0.07 | 0.33 |
Alpha | NA | -0.03 | -0.03 | -0.01 | -0.01 | -0.04 | 0.02 | -0.01 | -0.05 | -0.03 |
Beta | NA | 1.08 | 1.14 | 1.01 | 1.06 | 1.14 | 0.95 | 1.12 | 1.09 | 1.11 |
RSquared | NA | 0.78 | 0.74 | 0.77 | 0.82 | 0.76 | 0.78 | 0.74 | 0.87 | 0.8 |
Yield(%) | N/A | 0.0 | 0.4 | 6.7 | N/A | 0.4 | 5.5 | 17.8 | 0.1 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | -93.8 | N/A | N/A | -93.8 | -65.7 | 28200.0 | -75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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