Find A Portfolio/Ticker
Comparison Box
VYMYX: Voya Mid Cap Research Enhanced Index Fund Class W (MUTUAL FUND)
Basic Info 19.77 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 | 0.80% |
Expenses | 1.20% |
Sign up to get fund ranking change alerts |
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 | 5.4 | 20.1 | 4.6 | 10.3 | 16.9 | -14.3 | 27.5 | 8.2 | 4.2 |
Sharpe Ratio | NA | 0.5 | 0.82 | 0.07 | 0.29 | 0.72 | -0.58 | 1.54 | 0.19 | 4.25 |
Draw Down(%) | NA | 6.9 | 14.8 | 24.7 | 43.7 | 14.8 | 23.9 | 8.3 | 43.7 | 2.4 |
Standard Deviation(%) | NA | 14.3 | 16.1 | 20.9 | 26.6 | 17.8 | 27.2 | 17.9 | 41.2 | 8.9 |
Treynor Ratio | NA | 0.07 | 0.12 | 0.01 | 0.07 | 0.11 | -0.16 | 0.24 | 0.07 | 0.33 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.04 | 0.02 | 0.0 | -0.04 | -0.03 |
Beta | NA | 1.05 | 1.13 | 1.02 | 1.06 | 1.15 | 0.95 | 1.13 | 1.09 | 1.13 |
RSquared | NA | 0.76 | 0.73 | 0.76 | 0.82 | 0.77 | 0.77 | 0.76 | 0.87 | 0.82 |
Yield(%) | N/A | 0.0 | 1.1 | 6.5 | N/A | 1.1 | 5.4 | 16.6 | 0.9 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -83.5 | N/A | N/A | -83.5 | -63.3 | 1880.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |