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VYSZX: Voya Small Company Fund Class C (MUTUAL FUND)
Basic Info 6.56 0.07(1.06%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (16%) |
Start Date: | 11/13/2019 |
Last Dividend Date: | 12/30/2022 |
12-Mo. Yield | 0.00% |
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(%) | 2.2 | -4.2 | 13.3 | -3.3 | 2.2 | 16.7 | -17.2 | 12.4 | 11.0 | 4.2 |
Sharpe Ratio | NA | -1.02 | 0.23 | -0.24 | 0.09 | 0.62 | -0.64 | 0.59 | 0.26 | 4.05 |
Draw Down(%) | NA | 7.2 | 17.3 | 29.9 | 43.4 | 17.8 | 27.4 | 11.5 | 43.4 | 2.2 |
Standard Deviation(%) | NA | 19.6 | 19.7 | 23.3 | 28.4 | 20.1 | 28.9 | 21.1 | 42.0 | 9.1 |
Treynor Ratio | NA | -0.16 | 0.04 | -0.05 | 0.02 | 0.1 | -0.19 | 0.1 | 0.1 | 0.33 |
Alpha | NA | -0.12 | -0.06 | -0.03 | -0.03 | -0.05 | 0.02 | -0.06 | -0.03 | -0.03 |
Beta | NA | 1.23 | 1.27 | 1.08 | 1.09 | 1.24 | 0.99 | 1.26 | 1.08 | 1.11 |
RSquared | NA | 0.56 | 0.61 | 0.69 | 0.75 | 0.7 | 0.73 | 0.67 | 0.82 | 0.75 |
Yield(%) | N/A | 0.0 | 0.0 | 11.2 | N/A | 0.0 | 0.0 | 39.5 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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