Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS B) | NA | 16.12% | 1.89% | 7.80% | 0.79% | NA | NA | … | … |
Data as of 05/09/2017, Common starting date is 11/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS B) | 11/17/2003 | 05/09/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.12 | 1.89 | 7.80 | 0.79 | NA | NA | … | … | 6.66 | 7.98 | -5.48 | 0.36 | 21.86 | 13.37 | -4.32 | 7.38 | 22.03 | -39.62 | 1.60 | 24.20 | 4.51 | 20.67 | 8.51 |
| Sharpe Ratio | NA | 1.15 | 0.12 | 0.56 | 0.02 | NA | NA | … | … | 2.46 | 0.47 | -0.35 | 0.03 | 1.88 | 0.90 | -0.19 | 0.44 | 0.85 | -1.01 | -0.09 | 2.18 | 0.29 | 0.91 | 15.46 |
| Standard Deviation(%) | NA | 13.81 | 14.44 | 13.83 | 20.99 | NA | NA | … | … | 8.04 | 16.59 | 15.58 | 10.36 | 11.61 | 14.90 | 23.22 | 16.69 | 25.84 | 40.03 | 16.23 | 9.64 | 8.01 | 21.62 | 6.34 |
| Draw Down(%) | NA | 9.72 | 22.39 | 22.39 | 60.37 | NA | NA | … | … | 2.54 | 11.88 | 14.67 | 10.74 | 7.55 | 13.23 | 19.26 | 15.41 | 31.25 | 49.84 | 11.01 | 9.37 | 6.62 | 15.18 | 0.68 |
| Yield(%) | 0.00 | 1.68 | 1.35 | 1.80 | 2.08 | 3.43 | 2.57 | … | … | 0.40 | 1.74 | 1.08 | 2.03 | 1.26 | 1.38 | 1.72 | 1.33 | 1.81 | 3.57 | 10.24 | 7.89 | 1.95 | 2.93 | 2.18 |
Data as of 05/09/2017, Common starting date is 11/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS B) |
-17.51%
Feb 2006 – Feb 2009 |
-6.82%
May 2007 – May 2012 |
0.78%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS B) |
20.39%
Feb 2009 – Feb 2012 |
17.59%
Feb 2009 – Feb 2014 |
5.58%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
