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VYSYX: Voya Small Company Fund Class A (MUTUAL FUND)
Basic Info 10.84 0.02(0.18%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.26% |
Expenses | 1.92% |
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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(%) | 3.1 | -3.0 | 12.5 | -1.5 | 3.3 | 17.5 | -16.5 | 13.6 | 11.9 | 4.3 |
Sharpe Ratio | NA | -0.97 | 0.28 | -0.2 | 0.12 | 0.67 | -0.62 | 0.64 | 0.28 | 4.13 |
Draw Down(%) | NA | 7.2 | 17.1 | 29.3 | 43.3 | 17.3 | 27.0 | 11.1 | 43.3 | 2.2 |
Standard Deviation(%) | NA | 19.7 | 19.7 | 23.3 | 28.4 | 20.0 | 29.0 | 21.2 | 41.9 | 9.3 |
Treynor Ratio | NA | -0.15 | 0.04 | -0.04 | 0.03 | 0.11 | -0.18 | 0.11 | 0.11 | 0.34 |
Alpha | NA | -0.12 | -0.05 | -0.03 | -0.03 | -0.04 | 0.02 | -0.06 | -0.03 | -0.03 |
Beta | NA | 1.24 | 1.27 | 1.08 | 1.08 | 1.23 | 0.98 | 1.27 | 1.08 | 1.12 |
RSquared | NA | 0.56 | 0.61 | 0.68 | 0.75 | 0.7 | 0.71 | 0.68 | 0.83 | 0.74 |
Yield(%) | N/A | 0.0 | 0.3 | 8.2 | N/A | 0.3 | 0.3 | 28.5 | 0.0 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | N/A | N/A | 0.0 | -99.2 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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