Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IAGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS A) | NA | -4.69% | -0.14% | 4.91% | 5.44% | 3.64% | NA | 5.39% |
Data as of 09/23/2020, AR inception is 11/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS A) | 11/17/2003 | 09/23/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | -4.69 | -0.14 | 4.91 | 5.44 | 3.64 | NA | 5.39 | -9.69 | 20.80 | -12.07 | 17.40 | 8.83 | -4.80 | 1.19 | 22.68 | 14.20 | -3.56 | 7.99 | 22.88 | -39.02 | 2.25 | 24.89 | 6.54 | 21.55 | 8.56 |
| Sharpe Ratio | NA | -0.17 | -0.06 | 0.24 | 0.30 | NA | NA | 0.23 | -0.38 | 1.93 | -1.00 | 2.40 | 0.52 | -0.31 | 0.11 | 1.96 | 0.96 | -0.15 | 0.47 | 0.88 | -0.99 | -0.05 | 2.26 | 0.55 | 2.20 | 15.46 |
| Standard Deviation(%) | NA | 30.01 | 19.81 | 17.59 | 16.70 | NA | NA | 18.60 | 34.93 | 10.07 | 13.35 | 7.03 | 16.54 | 15.64 | 10.44 | 11.54 | 14.91 | 23.26 | 16.73 | 25.94 | 40.14 | 16.20 | 9.62 | 7.98 | 9.35 | 6.39 |
| Draw Down(%) | NA | 35.13 | 35.13 | 35.13 | 35.13 | NA | NA | 59.91 | 35.13 | 5.95 | 20.91 | 2.80 | 11.81 | 14.53 | 10.53 | 7.45 | 13.11 | 19.06 | 15.36 | 31.18 | 49.41 | 10.93 | 9.22 | 6.23 | 8.21 | 0.68 |
| Yield(%) | 0.00 | 2.24 | 3.44 | 3.53 | 3.47 | 3.80 | 3.99 | 4.99 | 1.11 | 3.17 | 5.60 | 2.30 | 2.55 | 2.00 | 2.89 | 2.12 | 2.19 | 2.47 | 1.90 | 2.57 | 4.39 | 10.98 | 8.45 | 3.83 | 3.71 | 2.14 |
Data as of 09/23/2020, AR inception is 11/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS A) |
-16.92%
Feb 2006 - Feb 2009 |
-6.13%
May 2007 - May 2012 |
1.52%
Nov 2006 - Nov 2016 |
2.80%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS A) |
21.26%
Feb 2009 - Feb 2012 |
18.45%
Feb 2009 - Feb 2014 |
10.56%
Feb 2009 - Feb 2019 |
5.47%
Apr 2004 - Apr 2019 |
Annualized Rolling Returns Comparison Chart