Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATLAX (VOYA CAPITAL ALLOCATION FUND CLASS A) | 5.23% | 6.17% | 5.56% | -0.48% | 0.55% | 3.08% | 2.50% | 2.33% |
Data as of 07/18/2025, AR inception is 12/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLAX (VOYA CAPITAL ALLOCATION FUND CLASS A) | 12/29/1997 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.12 | 6.17 | 5.56 | -0.48 | 0.55 | 3.08 | 2.50 | 2.33 | 5.23 | 3.69 | 11.59 | -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 | 0.39 | 0.22 | -0.44 | -0.09 | NA | NA | 0.08 | 0.78 | -0.39 | 0.71 | -1.80 | -0.35 | -0.94 | 3.55 | 0.65 | -0.25 | 0.03 | 1.99 | 1.34 | -0.22 | 1.12 | 0.93 | -1.26 | 0.38 | 0.92 | 0.24 | 1.15 | 1.91 | -0.65 | -0.72 | -0.06 | 0.69 | 0.08 | -0.62 |
| Standard Deviation(%) | NA | 7.68 | 9.92 | 11.47 | 10.14 | NA | NA | 10.00 | 8.73 | 7.52 | 10.37 | 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 | 6.73 | 14.95 | 34.62 | 34.97 | NA | NA | 35.78 | 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 | 4.35 | 4.61 | 2.91 | 2.51 | 3.22 | 3.22 | 2.91 | 2.03 | 4.78 | 4.92 | 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 07/18/2025, AR inception 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 |
-5.27%
Oct 2018 - Oct 2023 |
0.05%
Feb 1999 - Feb 2009 |
0.76%
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