Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/16/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IIMDX (VOYA STRATEGIC ALLOCATION MODERATE PORTFOLIO CLASS I) | NA | 13.46% | -2.78% | 1.62% | 3.49% | 6.47% | 3.55% | 3.89% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIMDX (VOYA STRATEGIC ALLOCATION MODERATE PORTFOLIO CLASS I) | 12/28/1995 | 07/16/2024 |
The return data shown below all have the same latest date: 07/16/2024.
AR inception is since 12/28/1995.
AR inception is since 12/28/1995.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 13.46 | -2.78 | 1.62 | 3.49 | 6.47 | 3.55 | 3.89 | 8.56 | 10.36 | -26.95 | 10.12 | 6.69 | 19.07 | -6.05 | 14.41 | 6.71 | -0.56 | 6.95 | 16.31 | 13.60 | -0.67 | 11.59 | 17.86 | -38.22 | 1.40 | 8.78 | 4.70 | 10.23 | 19.47 | -9.53 | -6.99 | -0.74 | 6.21 | 4.89 | 12.51 | 14.42 | 0.28 |
| Sharpe Ratio | NA | 1.25 | -0.39 | 0.00 | 0.19 | NA | NA | 0.18 | 1.76 | 0.61 | -1.45 | 0.99 | 0.28 | 2.44 | -0.78 | 3.25 | 0.74 | -0.06 | 0.89 | 2.13 | 1.56 | -0.05 | 0.92 | 0.89 | -1.44 | -0.14 | 0.70 | 0.36 | 1.19 | 1.87 | -0.72 | -0.88 | -0.32 | 0.36 | 0.14 | 1.21 | 1.92 | NA |
| Standard Deviation(%) | NA | 7.93 | 13.62 | 15.41 | 12.31 | NA | NA | 12.44 | 7.33 | 10.15 | 19.66 | 10.18 | 23.15 | 7.24 | 9.51 | 4.26 | 8.83 | 9.00 | 7.80 | 7.65 | 8.75 | 14.46 | 12.57 | 19.89 | 27.09 | 11.36 | 7.95 | 7.05 | 7.78 | 10.06 | 14.76 | 10.79 | 15.07 | 8.19 | 10.84 | 7.40 | 5.65 | 0.00 |
| Draw Down(%) | NA | 8.20 | 31.28 | 31.28 | 31.28 | NA | NA | 51.59 | 4.18 | 9.29 | 31.07 | 6.15 | 27.01 | 3.78 | 12.67 | 1.35 | 7.48 | 9.42 | 5.40 | 6.24 | 7.42 | 16.59 | 9.86 | 21.27 | 46.64 | 7.42 | 7.44 | 5.01 | 6.16 | 7.69 | 18.72 | 17.46 | 11.68 | 6.55 | 18.64 | 6.39 | 2.76 | 0.00 |
| Yield(%) | 0.67 | 2.74 | 2.64 | 2.80 | 3.61 | 5.04 | 3.28 | 3.63 | 2.64 | 4.22 | 2.60 | 2.48 | 2.26 | 10.57 | 2.26 | 2.02 | 2.72 | 2.91 | 2.39 | 2.23 | 2.22 | 3.32 | 4.12 | 9.85 | 2.65 | 2.35 | 1.87 | 1.49 | 1.29 | 1.61 | 2.41 | 2.50 | 0.66 | 2.72 | 3.11 | 3.23 | 2.79 | 1.74 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIMDX (VOYA STRATEGIC ALLOCATION MODERATE PORTFOLIO CLASS I) |
-17.29%
Feb 2006 - Feb 2009 |
-8.25%
Feb 2004 - Feb 2009 |
-3.11%
Feb 1999 - Feb 2009 |
1.30%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIMDX (VOYA STRATEGIC ALLOCATION MODERATE PORTFOLIO CLASS I) |
18.18%
Feb 2009 - Feb 2012 |
15.66%
Feb 2009 - Feb 2014 |
10.26%
Feb 2009 - Feb 2019 |
7.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart