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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IDSIX (VOYA CAPITAL ALLOCATION FUND CLASS O) NA 8.54% 7.44% 4.68% 6.52% NA NA 4.86%
Data as of 11/29/2019, AR inception is 03/06/2006
More Performance Analytics Comparison
Name Start Date End Date
IDSIX (VOYA CAPITAL ALLOCATION FUND CLASS O) 03/06/2006 11/29/2019
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 8.54 7.44 4.68 6.52 NA NA 4.86 14.18 -8.77 17.42 6.28 -2.10 2.10 14.14 12.73 -2.95 10.68 14.10 -19.43 5.19 6.70
Sharpe Ratio NA 0.77 0.77 0.43 0.65 NA NA 0.38 1.75 -0.95 3.52 0.64 -0.23 0.25 1.81 1.32 -0.21 1.10 0.93 -1.31 0.37 0.92
Standard Deviation(%) NA 9.16 8.18 8.77 9.44 NA NA 10.12 8.06 10.68 4.78 9.44 9.14 8.24 7.79 9.69 14.07 9.62 15.14 15.47 5.81 5.21
Draw Down(%) NA 9.37 16.40 16.40 16.40 NA NA 36.26 3.93 16.40 1.56 7.52 10.61 6.81 7.21 7.53 14.64 6.46 20.18 28.05 3.69 4.54
Yield(%) 0.00 4.26 3.21 2.70 3.27 3.11 2.34 3.59 0.00 4.06 3.09 2.00 1.57 2.79 2.43 3.24 2.90 2.54 3.42 5.97 9.43 5.76
Data as of 11/29/2019, 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
IDSIX (VOYA CAPITAL ALLOCATION FUND CLASS O) -6.54%
Apr 2006 - Apr 2009
0.42%
May 2007 - May 2012
3.48%
Nov 2006 - Nov 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IDSIX (VOYA CAPITAL ALLOCATION FUND CLASS O) 16.40%
Feb 2009 - Feb 2012
13.79%
Feb 2009 - Feb 2014
8.68%
Feb 2009 - Feb 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart