Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACLGX (VOYA CAPITAL ALLOCATION FUND CLASS C) | NA | 7.98% | 6.76% | 3.97% | 5.77% | 3.87% | 3.36% | 3.46% |
Data as of 11/29/2019, AR inception is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACLGX (VOYA CAPITAL ALLOCATION FUND CLASS C) | 12/28/1998 | 11/29/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.98 | 6.76 | 3.97 | 5.77 | 3.87 | 3.36 | 3.46 | 13.64 | -9.31 | 16.54 | 5.53 | -2.88 | 0.08 | 14.71 | 11.81 | -3.42 | 10.48 | 13.35 | -20.62 | 4.40 | 7.08 | 2.56 | 6.76 | 12.09 | -6.07 | -3.75 | 2.72 | 2.90 | -0.72 |
| Sharpe Ratio | NA | 0.72 | 0.70 | 0.35 | 0.58 | NA | NA | 0.23 | 1.67 | -1.00 | 3.38 | 0.55 | -0.32 | 0.01 | 1.84 | 1.22 | -0.25 | 1.11 | 0.90 | -1.43 | 0.24 | 0.75 | 0.08 | 1.00 | 1.79 | -0.72 | -0.81 | -0.14 | -0.05 | -2.58 |
| Standard Deviation(%) | NA | 9.12 | 8.13 | 8.76 | 9.38 | NA | NA | 9.19 | 8.08 | 10.60 | 4.73 | 9.56 | 9.09 | 8.36 | 7.98 | 9.69 | 13.80 | 9.40 | 14.68 | 15.02 | 5.79 | 5.09 | 4.77 | 5.81 | 6.37 | 10.02 | 7.61 | 9.60 | 6.43 | 18.90 |
| Draw Down(%) | NA | 9.36 | 16.72 | 16.72 | 16.72 | NA | NA | 36.73 | 4.03 | 16.72 | 1.54 | 7.52 | 10.88 | 7.12 | 7.24 | 7.67 | 14.85 | 6.64 | 19.53 | 28.47 | 3.84 | 4.51 | 3.32 | 5.54 | 4.60 | 12.63 | 11.67 | 7.53 | 4.75 | 1.59 |
| Yield(%) | 0.00 | 3.43 | 2.28 | 1.86 | 2.28 | 2.78 | 2.52 | 2.62 | 0.00 | 3.25 | 2.03 | 1.09 | 0.75 | 2.00 | 1.67 | 2.31 | 2.06 | 1.70 | 2.53 | 5.22 | 8.98 | 4.96 | 4.65 | 0.82 | 0.37 | 0.44 | 2.80 | 2.51 | 2.07 | 1.82 |
Data as of 11/29/2019, AR inception is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLGX (VOYA CAPITAL ALLOCATION FUND CLASS C) |
-9.65%
Feb 2006 - Feb 2009 |
-4.38%
Feb 2004 - Feb 2009 |
-1.08%
Feb 1999 - Feb 2009 |
2.40%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLGX (VOYA CAPITAL ALLOCATION FUND CLASS C) |
15.51%
Feb 2009 - Feb 2012 |
12.93%
Feb 2009 - Feb 2014 |
7.88%
Feb 2009 - Feb 2019 |
5.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart