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VYMVX: Voya Mid Cap Research Enhanced Index Fund Class R (MUTUAL FUND)
Basic Info 18.35 0.01(0.05%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.37% |
Expenses | 1.20% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.4 | 5.3 | 19.6 | 4.1 | 9.7 | 16.4 | -14.7 | 26.8 | 7.7 | 4.2 |
Sharpe Ratio | NA | 0.46 | 0.79 | 0.05 | 0.27 | 0.69 | -0.61 | 1.5 | 0.18 | 4.18 |
Draw Down(%) | NA | 7.0 | 14.9 | 25.1 | 43.7 | 14.9 | 24.2 | 8.2 | 43.7 | 2.4 |
Standard Deviation(%) | NA | 14.2 | 16.1 | 20.6 | 26.5 | 17.7 | 26.7 | 17.9 | 41.2 | 8.9 |
Treynor Ratio | NA | 0.06 | 0.11 | 0.01 | 0.07 | 0.11 | -0.17 | 0.24 | 0.07 | 0.33 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.04 | 0.02 | -0.01 | -0.05 | -0.03 |
Beta | NA | 1.04 | 1.13 | 1.02 | 1.06 | 1.14 | 0.96 | 1.14 | 1.09 | 1.11 |
RSquared | NA | 0.76 | 0.73 | 0.78 | 0.83 | 0.76 | 0.8 | 0.77 | 0.87 | 0.79 |
Yield(%) | N/A | 0.0 | 0.6 | 6.4 | N/A | 0.7 | 5.4 | 17.0 | 0.4 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -90.1 | N/A | N/A | -90.1 | -64.8 | 4000.0 | -58.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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