Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBPSX (VOYA BALANCED PORTFOLIO CLASS S) | NA | 13.83% | 3.30% | 6.94% | 5.92% | 7.99% | 5.10% | 5.29% |
Data as of 07/16/2024, AR inception is 06/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBPSX (VOYA BALANCED PORTFOLIO CLASS S) | 06/30/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 13.83 | 3.30 | 6.94 | 5.92 | 7.99 | 5.10 | 5.29 | 9.11 | 15.71 | -17.46 | 15.57 | 10.49 | 18.68 | -7.03 | 14.37 | 7.62 | -2.14 | 5.99 | 16.33 | 13.50 | -1.58 | 13.77 | 19.22 | -34.49 | 1.15 | 9.62 | 3.99 | 9.07 | 8.44 |
| Sharpe Ratio | NA | 1.29 | 0.06 | 0.37 | 0.40 | NA | NA | 0.34 | 1.91 | 1.28 | -1.16 | 1.73 | 0.44 | 1.67 | -0.86 | 3.12 | 0.84 | -0.22 | 0.79 | 1.98 | 1.46 | -0.11 | 1.15 | 1.13 | -1.40 | -0.18 | 0.92 | 0.26 | 1.14 | 2.06 |
| Standard Deviation(%) | NA | 8.07 | 11.76 | 14.27 | 11.91 | NA | NA | 12.27 | 7.32 | 9.06 | 16.36 | 9.01 | 22.97 | 10.32 | 9.69 | 4.42 | 8.86 | 9.98 | 7.60 | 8.22 | 9.28 | 14.74 | 11.88 | 16.91 | 25.22 | 10.16 | 6.96 | 6.92 | 7.13 | 8.08 |
| Draw Down(%) | NA | 8.44 | 22.32 | 27.45 | 27.45 | NA | NA | 46.83 | 4.19 | 8.44 | 22.28 | 3.79 | 27.45 | 7.26 | 13.57 | 1.52 | 7.35 | 10.33 | 5.60 | 6.20 | 7.98 | 14.45 | 9.08 | 19.20 | 42.61 | 6.25 | 5.62 | 4.71 | 5.63 | 4.42 |
| Yield(%) | 9.26 | 15.39 | 8.93 | 7.96 | 6.35 | 7.74 | 4.99 | 5.18 | 14.84 | 2.02 | 12.01 | 3.21 | 4.78 | 6.71 | 9.11 | 2.45 | 1.54 | 1.67 | 1.42 | 2.00 | 2.92 | 2.42 | 2.68 | 4.36 | 2.86 | 2.50 | 2.18 | 2.22 | 2.04 | 1.98 |
Data as of 07/16/2024, AR inception is 06/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBPSX (VOYA BALANCED PORTFOLIO CLASS S) |
-14.64%
Feb 2006 - Feb 2009 |
-6.84%
Feb 2004 - Feb 2009 |
2.23%
Feb 2006 - Feb 2016 |
3.04%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBPSX (VOYA BALANCED PORTFOLIO CLASS S) |
18.10%
Feb 2009 - Feb 2012 |
15.43%
Feb 2009 - Feb 2014 |
9.93%
Feb 2009 - Feb 2019 |
8.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart