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VYSGX: Voya Small Company Fund Class W (MUTUAL FUND)
Basic Info 14.45 0.07(0.49%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.39% |
Expenses | 1.92% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | -3.4 | 16.0 | -2.2 | 3.5 | 17.8 | -16.4 | 13.9 | 12.2 | 4.3 |
Sharpe Ratio | NA | -0.98 | 0.29 | -0.19 | 0.13 | 0.69 | -0.63 | 0.66 | 0.29 | 4.18 |
Draw Down(%) | NA | 7.2 | 17.0 | 29.0 | 43.2 | 17.2 | 26.8 | 11.0 | 43.2 | 2.2 |
Standard Deviation(%) | NA | 19.6 | 19.7 | 23.0 | 28.2 | 20.0 | 28.4 | 21.1 | 41.9 | 9.2 |
Treynor Ratio | NA | -0.16 | 0.05 | -0.04 | 0.03 | 0.11 | -0.18 | 0.11 | 0.11 | 0.34 |
Alpha | NA | -0.12 | -0.05 | -0.03 | -0.02 | -0.04 | 0.02 | -0.06 | -0.03 | -0.03 |
Beta | NA | 1.23 | 1.27 | 1.07 | 1.08 | 1.23 | 0.97 | 1.26 | 1.08 | 1.13 |
RSquared | NA | 0.56 | 0.61 | 0.69 | 0.75 | 0.7 | 0.73 | 0.67 | 0.83 | 0.76 |
Yield(%) | N/A | 0.0 | 0.3 | 6.6 | N/A | 0.3 | 0.3 | 22.9 | 0.1 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -20.0 | N/A | N/A | -20.0 | -98.7 | 18900.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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