Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRSOX (VOYA TARGET RETIREMENT 2040 FUND CLASS I) | 10.89% | 25.83% | 18.23% | 9.32% | 11.16% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRSOX (VOYA TARGET RETIREMENT 2040 FUND CLASS I) | 12/26/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 25.83 | 18.23 | 9.32 | 11.16 | NA | NA | … | … | 10.89 | 19.10 | 13.38 | 19.61 | -18.43 | 17.65 | 16.93 | 23.68 | -8.35 | 20.17 | 7.46 | -1.08 | 1.20 | 22.33 | 0.61 |
| Sharpe Ratio | NA | 2.25 | 1.28 | 0.49 | 0.64 | NA | NA | … | … | 1.97 | 1.16 | 0.94 | 1.46 | -1.02 | 1.53 | 0.58 | 2.33 | -0.77 | 3.26 | 0.59 | -0.09 | 0.10 | 2.19 | 11.94 |
| Standard Deviation(%) | NA | 10.58 | 12.07 | 13.76 | 14.78 | NA | NA | … | … | 13.12 | 14.00 | 10.41 | 11.04 | 19.62 | 11.52 | 28.41 | 9.52 | 12.72 | 6.02 | 12.22 | 12.12 | 12.29 | 10.19 | 5.55 |
| Draw Down(%) | NA | 8.38 | 13.84 | 25.24 | 31.25 | NA | NA | … | … | 8.38 | 13.84 | 6.37 | 10.21 | 25.24 | 4.71 | 31.25 | 5.08 | 17.16 | 1.91 | 10.38 | 12.02 | 9.38 | 7.31 | 0.00 |
| Yield(%) | 0.00 | 13.69 | 7.40 | 7.40 | 8.01 | 6.93 | 5.20 | … | … | 0.00 | 14.40 | 2.52 | 2.49 | 4.60 | 17.68 | 4.15 | 4.93 | 5.02 | 6.60 | 2.12 | 0.41 | 13.47 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSOX (VOYA TARGET RETIREMENT 2040 FUND CLASS I) |
1.23%
Mar 2017 – Mar 2020 |
2.54%
Mar 2015 – Mar 2020 |
5.90%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSOX (VOYA TARGET RETIREMENT 2040 FUND CLASS I) |
19.38%
Dec 2018 – Dec 2021 |
13.78%
Oct 2016 – Oct 2021 |
11.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart