Find A Portfolio/Ticker
Comparison Box
VYSDX: Voya Small Company Fund Class R (MUTUAL FUND)
Basic Info 10.7 0.1(0.93%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/30/2022 |
12-Mo. Yield | 0.14% |
Expenses | 1.92% |
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(%) | 2.2 | -4.0 | 14.0 | -2.7 | 2.8 | 17.2 | -16.8 | 13.2 | 12.0 | 4.4 |
Sharpe Ratio | NA | -0.98 | 0.27 | -0.21 | 0.11 | 0.65 | -0.64 | 0.62 | 0.28 | 4.31 |
Draw Down(%) | NA | 7.2 | 17.1 | 29.4 | 43.2 | 17.4 | 27.1 | 11.1 | 43.2 | 2.2 |
Standard Deviation(%) | NA | 19.8 | 19.8 | 23.1 | 28.2 | 20.0 | 28.4 | 21.2 | 41.8 | 9.1 |
Treynor Ratio | NA | -0.16 | 0.04 | -0.05 | 0.03 | 0.11 | -0.19 | 0.11 | 0.11 | 0.35 |
Alpha | NA | -0.12 | -0.05 | -0.03 | -0.03 | -0.05 | 0.02 | -0.06 | -0.03 | -0.02 |
Beta | NA | 1.24 | 1.28 | 1.07 | 1.08 | 1.24 | 0.97 | 1.25 | 1.08 | 1.11 |
RSquared | NA | 0.56 | 0.62 | 0.69 | 0.75 | 0.7 | 0.73 | 0.66 | 0.83 | 0.75 |
Yield(%) | N/A | 0.0 | 0.0 | 8.1 | N/A | 0.0 | 0.1 | 28.5 | 0.0 | 0.5 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -99.7 | N/A | -100.0 | 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 |