Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWEDX (VOYA LARGE CAP VALUE FUND CLASS W) | 8.99% | 19.31% | 17.41% | 6.59% | 8.94% | 9.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWEDX (VOYA LARGE CAP VALUE FUND CLASS W) | 06/04/2009 | 06/04/2026 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 19.31 | 17.41 | 6.59 | 8.94 | 9.36 | NA | … | … | 8.99 | 12.84 | 16.80 | 13.58 | -8.84 | 11.31 | -1.01 | 24.88 | -7.84 | 13.53 | 13.53 | -4.75 | 9.96 | 30.55 | 14.43 | 3.04 | 19.90 | 18.13 |
| Sharpe Ratio | NA | 1.37 | 1.10 | 0.24 | 0.40 | NA | NA | … | … | 1.37 | 0.64 | 1.25 | 0.77 | -0.47 | 0.57 | -0.03 | 2.23 | -0.62 | 1.89 | 0.99 | -0.31 | 0.89 | 2.67 | 1.14 | 0.14 | 1.11 | 1.69 |
| Standard Deviation(%) | NA | 11.50 | 12.92 | 16.48 | 18.42 | NA | NA | … | … | 13.42 | 15.64 | 10.55 | 13.00 | 21.97 | 19.67 | 38.29 | 10.51 | 14.99 | 6.85 | 13.46 | 15.57 | 11.21 | 11.44 | 12.72 | 22.23 | 17.85 | 19.67 |
| Draw Down(%) | NA | 9.99 | 15.02 | 25.04 | 39.32 | NA | NA | … | … | 9.99 | 15.02 | 7.56 | 9.64 | 17.99 | 16.36 | 39.32 | 5.38 | 18.43 | 3.19 | 10.73 | 14.62 | 8.10 | 5.20 | 10.08 | 18.42 | 14.66 | 9.24 |
| Yield(%) | 0.00 | 7.00 | 10.59 | 5.69 | 7.01 | 8.11 | 8.75 | … | … | 0.00 | 7.52 | 13.79 | 10.03 | 1.26 | 1.10 | 1.54 | 10.37 | 9.19 | 10.67 | 2.22 | 7.29 | 9.15 | 11.00 | 5.14 | 3.96 | 1.92 | 1.05 |
Data as of 06/04/2026, Common starting date is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWEDX (VOYA LARGE CAP VALUE FUND CLASS W) |
-3.08%
Mar 2017 – Mar 2020 |
0.57%
Mar 2015 – Mar 2020 |
5.16%
Oct 2013 – Oct 2023 |
8.23%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWEDX (VOYA LARGE CAP VALUE FUND CLASS W) |
21.41%
Sep 2011 – Sep 2014 |
17.29%
Jul 2009 – Jul 2014 |
11.96%
Jul 2009 – Jul 2019 |
10.09%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart