Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLAX (VOYA CAPITAL ALLOCATION FUND CLASS A) | -0.25% | 10.41% | 8.41% | 0.94% | 1.54% | 2.53% | 2.77% | … | … |
Data as of 06/03/2026, Common starting date is 12/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLAX (VOYA CAPITAL ALLOCATION FUND CLASS A) | 12/29/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 10.41 | 8.41 | 0.94 | 1.54 | 2.53 | 2.77 | … | … | -0.25 | 13.61 | 4.11 | 12.07 | -20.80 | -11.82 | -8.62 | 17.40 | 6.33 | -2.21 | 0.26 | 16.19 | 12.90 | -3.08 | 10.76 | 14.03 | -18.91 | 5.18 | 7.96 | 3.32 | 7.58 | 12.93 | -5.37 | -3.01 | 3.55 | 7.04 | 3.91 | -13.06 |
| Sharpe Ratio | NA | 1.42 | 0.74 | -0.16 | 0.00 | NA | NA | … | … | -0.21 | 1.50 | 0.06 | 0.82 | -1.81 | -0.35 | -0.94 | 3.54 | 0.65 | -0.25 | 0.03 | 1.99 | 1.34 | -0.22 | 1.12 | 0.93 | -1.27 | 0.35 | 0.89 | 0.22 | 1.14 | 1.90 | -0.65 | -0.74 | -0.07 | 0.66 | 0.06 | -0.62 |
| Standard Deviation(%) | NA | 5.97 | 8.34 | 8.93 | 9.83 | NA | NA | … | … | 6.91 | 7.19 | 7.52 | 10.39 | 12.34 | 17.23 | 10.65 | 4.75 | 9.40 | 9.12 | 8.59 | 8.13 | 9.64 | 13.84 | 9.51 | 15.06 | 15.64 | 5.84 | 5.14 | 4.75 | 5.77 | 6.42 | 9.99 | 7.54 | 9.53 | 5.54 | 7.75 | 165.99 |
| Draw Down(%) | NA | 4.66 | 11.36 | 27.27 | 34.97 | NA | NA | … | … | 4.66 | 6.73 | 4.00 | 12.26 | 25.93 | 13.33 | 16.22 | 1.47 | 7.38 | 10.65 | 6.87 | 7.27 | 7.60 | 14.69 | 6.55 | 20.11 | 27.97 | 3.77 | 4.54 | 3.26 | 5.38 | 4.52 | 12.55 | 11.49 | 7.91 | 4.75 | 13.13 | 13.40 |
| Yield(%) | 0.00 | 4.79 | 5.08 | 3.65 | 2.86 | 2.97 | 3.25 | … | … | 1.66 | 5.06 | 4.78 | 5.31 | 3.08 | 2.41 | 4.22 | 3.06 | 1.96 | 1.54 | 2.77 | 2.41 | 3.20 | 2.86 | 2.53 | 3.39 | 5.92 | 9.29 | 5.52 | 5.35 | 1.98 | 1.20 | 1.39 | 3.65 | 3.34 | 6.13 | 3.15 | 3.83 |
Data as of 06/03/2026, Common starting date is 12/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLAX (VOYA CAPITAL ALLOCATION FUND CLASS A) |
-11.35%
Sep 2019 – Sep 2022 |
-5.19%
Oct 2018 – Oct 2023 |
0.05%
Feb 1999 – Feb 2009 |
0.79%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLAX (VOYA CAPITAL ALLOCATION FUND CLASS A) |
16.35%
Feb 2009 – Feb 2012 |
13.77%
Feb 2009 – Feb 2014 |
8.69%
Feb 2009 – Feb 2019 |
5.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart