Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IEDIX (VOYA LARGE CAP VALUE FUND CLASS I) | 6.39% | 14.28% | 9.13% | 8.95% | 6.35% | 9.51% | NA | 7.89% |
Data as of 07/02/2025, AR inception is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEDIX (VOYA LARGE CAP VALUE FUND CLASS I) | 02/12/2008 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 14.28 | 9.13 | 8.95 | 6.35 | 9.51 | NA | 7.89 | 6.39 | 4.46 | 4.73 | -8.78 | 11.38 | -0.82 | 24.97 | -7.88 | 13.59 | 13.68 | -4.56 | 10.06 | 30.57 | 14.46 | 3.30 | 18.95 | 24.42 | -22.34 |
| Sharpe Ratio | NA | 0.67 | 0.31 | 0.42 | 0.25 | NA | NA | 0.34 | 0.50 | -0.14 | 0.03 | -0.46 | 0.58 | -0.03 | 2.25 | -0.62 | 1.91 | 1.00 | -0.30 | 0.90 | 2.64 | 1.15 | 0.15 | 1.07 | 0.89 | -0.65 |
| Standard Deviation(%) | NA | 16.03 | 16.40 | 18.05 | 19.01 | NA | NA | 20.08 | 19.87 | 15.47 | 15.19 | 21.99 | 19.66 | 38.38 | 10.45 | 15.00 | 6.81 | 13.53 | 15.49 | 11.14 | 11.55 | 12.66 | 22.21 | 17.71 | 27.34 | 39.15 |
| Draw Down(%) | NA | 15.05 | 15.05 | 25.03 | 39.28 | NA | NA | 44.04 | 15.05 | 17.03 | 9.60 | 18.03 | 16.28 | 39.28 | 5.45 | 18.38 | 3.24 | 10.79 | 14.63 | 8.13 | 5.26 | 9.97 | 18.37 | 14.63 | 25.54 | 39.63 |
| Yield(%) | 0.00 | 12.46 | 5.64 | 4.49 | 5.50 | 8.80 | 6.08 | 7.16 | 0.31 | 13.85 | 1.60 | 1.31 | 1.20 | 1.62 | 10.55 | 9.26 | 10.73 | 2.31 | 7.45 | 9.24 | 11.06 | 5.19 | 4.01 | 1.93 | 1.33 | 1.18 |
Data as of 07/02/2025, AR inception is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEDIX (VOYA LARGE CAP VALUE FUND CLASS I) |
-3.01%
Mar 2017 - Mar 2020 |
0.63%
Mar 2015 - Mar 2020 |
5.12%
Dec 2013 - Dec 2023 |
6.74%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEDIX (VOYA LARGE CAP VALUE FUND CLASS I) |
25.71%
Feb 2009 - Feb 2012 |
22.71%
Feb 2009 - Feb 2014 |
14.23%
Feb 2009 - Feb 2019 |
11.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart