Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VOYA (Voya Financial, Inc.) | 14.76% | 31.92% | 8.90% | 7.35% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOYA (Voya Financial, Inc.) | 01/17/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.82 | 31.92 | 8.90 | 7.35 | NA | NA | NA | … | … | 14.76 | 11.05 | -3.44 | 20.69 | -6.06 | 14.00 | -2.45 | 52.84 | -24.86 |
| Sharpe Ratio | NA | 0.82 | 0.17 | 0.13 | NA | NA | NA | … | … | 0.78 | 0.25 | -0.28 | 0.65 | -0.23 | 0.58 | -0.06 | 2.29 | -0.99 |
| Standard Deviation(%) | NA | 27.53 | 28.04 | 29.03 | NA | NA | NA | … | … | 31.76 | 32.98 | 25.47 | 26.52 | 32.25 | 24.22 | 47.96 | 22.46 | 27.48 |
| Draw Down(%) | NA | 16.52 | 34.55 | 34.55 | NA | NA | NA | … | … | 16.52 | 27.83 | 20.99 | 17.88 | 23.29 | 14.91 | 52.15 | 16.01 | 32.76 |
| Yield(%) | 0.00 | 2.83 | 2.49 | 2.10 | 1.53 | 1.02 | 0.76 | … | … | 1.24 | 2.65 | 2.32 | 1.95 | 1.24 | 1.20 | 0.98 | 0.80 | 0.07 |
Data as of 06/04/2026, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOYA (Voya Financial, Inc.) |
-1.25%
Feb 2023 – Feb 2026 |
3.36%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOYA (Voya Financial, Inc.) |
22.22%
Mar 2020 – Mar 2023 |
14.02%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart