Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS O) | NA | 17.26% | 6.21% | 4.63% | 6.34% | NA | NA | 3.90% |
Data as of 12/31/2019, AR inception is 03/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS O) | 03/06/2006 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.26 | 6.21 | 4.63 | 6.34 | NA | NA | 3.90 | 17.26 | -12.14 | 17.36 | 8.86 | -4.73 | 1.09 | 22.73 | 14.24 | -3.65 | 8.02 | 24.40 | -39.01 | 2.30 | 14.49 |
| Sharpe Ratio | NA | 1.60 | 0.52 | 0.30 | 0.41 | NA | NA | 0.16 | 1.60 | -1.01 | 2.39 | 0.52 | -0.31 | 0.10 | 1.96 | 0.96 | -0.16 | 0.48 | 0.94 | -0.99 | -0.04 | 1.49 |
| Standard Deviation(%) | NA | 9.93 | 10.44 | 12.97 | 14.57 | NA | NA | 18.55 | 9.93 | 13.34 | 7.03 | 16.53 | 15.52 | 10.45 | 11.60 | 14.96 | 23.23 | 16.66 | 25.97 | 40.16 | 16.16 | 9.71 |
| Draw Down(%) | NA | 5.87 | 20.97 | 20.97 | 21.45 | NA | NA | 59.92 | 5.87 | 20.97 | 2.74 | 11.83 | 14.49 | 10.55 | 7.54 | 13.05 | 19.00 | 15.30 | 31.21 | 49.42 | 10.93 | 9.22 |
| Yield(%) | 0.00 | 2.77 | 3.66 | 3.10 | 3.37 | 3.13 | 2.35 | 3.61 | 2.74 | 5.30 | 2.32 | 2.56 | 2.01 | 2.87 | 2.12 | 2.20 | 2.48 | 1.92 | 3.77 | 4.44 | 11.04 | 5.23 |
Data as of 12/31/2019, AR inception is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS O) |
-14.28%
Apr 2006 - Apr 2009 |
-5.91%
May 2007 - May 2012 |
1.63%
Nov 2006 - Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDGEX (VOYA GLOBAL EQUITY DIVIDEND FUND CLASS O) |
21.76%
Feb 2009 - Feb 2012 |
18.73%
Feb 2009 - Feb 2014 |
10.68%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart