Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBPIX (VOYA BALANCED PORTFOLIO CLASS I) | NA | 14.06% | 3.54% | 7.20% | 6.18% | 8.26% | 5.36% | 5.53% |
Data as of 07/16/2024, AR inception is 12/26/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBPIX (VOYA BALANCED PORTFOLIO CLASS I) | 12/26/1989 | 07/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 14.06 | 3.54 | 7.20 | 6.18 | 8.26 | 5.36 | 5.53 | 9.28 | 15.92 | -17.23 | 15.85 | 10.76 | 18.98 | -6.81 | 14.74 | 7.82 | -1.85 | 6.22 | 16.70 | 13.65 | -1.32 | 14.12 | 19.25 | -34.29 | 1.33 | 10.00 | 4.25 | 9.41 | 18.88 | -10.32 | -7.72 | -11.27 | 1.55 | 0.65 | 13.43 | 15.21 | 27.18 | -0.35 | 9.88 | 6.43 | 18.32 | 5.74 | 0.67 |
| Sharpe Ratio | NA | 1.32 | 0.09 | 0.39 | 0.42 | NA | NA | 0.29 | 1.95 | 1.31 | -1.14 | 1.76 | 0.46 | 1.70 | -0.85 | 3.19 | 0.86 | -0.19 | 0.81 | 2.02 | 1.48 | -0.09 | 1.18 | 1.13 | -1.39 | -0.16 | 0.96 | 0.30 | 1.19 | 1.87 | -0.81 | -0.81 | -0.93 | -0.13 | -0.14 | 0.76 | 1.43 | 4.30 | -0.51 | 1.86 | 0.15 | 2.28 | 0.08 | 78.21 |
| Standard Deviation(%) | NA | 8.05 | 11.73 | 14.28 | 11.92 | NA | NA | 12.61 | 7.37 | 9.01 | 16.33 | 9.02 | 23.01 | 10.36 | 9.64 | 4.44 | 8.89 | 10.02 | 7.69 | 8.27 | 9.26 | 14.75 | 11.91 | 16.94 | 25.23 | 10.20 | 7.01 | 6.92 | 7.14 | 9.75 | 14.10 | 12.61 | 16.46 | 12.93 | 18.97 | 12.92 | 8.10 | 5.43 | 6.50 | 4.19 | 26.38 | 6.35 | 6.20 | 0.89 |
| Draw Down(%) | NA | 8.41 | 22.13 | 27.47 | 27.47 | NA | NA | 46.78 | 4.17 | 8.41 | 22.09 | 3.77 | 27.47 | 7.28 | 13.38 | 1.45 | 7.30 | 10.20 | 5.57 | 6.25 | 7.98 | 14.30 | 9.01 | 19.36 | 42.45 | 6.15 | 5.60 | 4.70 | 5.55 | 7.13 | 18.53 | 19.52 | 16.57 | 11.34 | 23.32 | 8.00 | 6.08 | 1.82 | 5.89 | 1.68 | 18.26 | 2.88 | 7.18 | 0.00 |
| Yield(%) | 9.35 | 15.75 | 9.18 | 8.23 | 6.62 | 8.15 | 5.29 | 5.97 | 15.17 | 2.35 | 12.22 | 3.43 | 5.01 | 6.97 | 9.34 | 2.71 | 1.83 | 1.93 | 1.67 | 2.27 | 3.21 | 2.67 | 2.88 | 4.66 | 3.11 | 2.69 | 2.41 | 2.40 | 2.07 | 2.16 | 0.98 | 2.11 | 2.98 | 2.56 | 2.43 | 7.34 | 9.90 | 8.20 | 4.08 | 3.73 | 4.42 | 5.19 | 6.08 | 2.06 |
Data as of 07/16/2024, AR inception is 12/26/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBPIX (VOYA BALANCED PORTFOLIO CLASS I) |
-14.42%
Feb 2006 - Feb 2009 |
-7.27%
Mar 1998 - Mar 2003 |
-4.17%
Feb 1999 - Feb 2009 |
0.48%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBPIX (VOYA BALANCED PORTFOLIO CLASS I) |
19.72%
Mar 1995 - Mar 1998 |
15.68%
Feb 2009 - Feb 2014 |
10.19%
Feb 2009 - Feb 2019 |
9.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart