Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTRJX (VOYA TARGET RETIREMENT 2040 FUND CLASS A) | 10.74% | 25.48% | 17.90% | 9.01% | 10.86% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTRJX (VOYA TARGET RETIREMENT 2040 FUND CLASS A) | 12/22/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 25.48 | 17.90 | 9.01 | 10.86 | NA | NA | … | … | 10.74 | 18.89 | 13.02 | 19.15 | -18.57 | 17.22 | 16.73 | 23.43 | -8.68 | 19.93 | 7.19 | 0.28 |
| Sharpe Ratio | NA | 2.21 | 1.25 | 0.47 | 0.62 | NA | NA | … | … | 1.94 | 1.15 | 0.91 | 1.43 | -1.02 | 1.48 | 0.58 | 2.30 | -0.79 | 3.22 | 0.57 | 1.01 |
| Standard Deviation(%) | NA | 10.58 | 12.05 | 13.73 | 14.80 | NA | NA | … | … | 13.12 | 14.00 | 10.37 | 10.91 | 19.60 | 11.61 | 28.52 | 9.55 | 12.76 | 6.01 | 12.21 | 12.26 |
| Draw Down(%) | NA | 8.42 | 13.80 | 25.46 | 31.32 | NA | NA | … | … | 8.42 | 13.80 | 6.34 | 10.29 | 25.46 | 4.74 | 31.32 | 5.10 | 17.36 | 1.92 | 10.39 | 1.39 |
| Yield(%) | 0.00 | 13.26 | 6.96 | 7.12 | 7.68 | 5.25 | 3.94 | … | … | 0.00 | 13.94 | 2.24 | 1.92 | 4.41 | 17.45 | 3.98 | 4.78 | 4.81 | 6.43 | 1.93 | 0.47 |
Data as of 06/03/2026, Common starting date is 12/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTRJX (VOYA TARGET RETIREMENT 2040 FUND CLASS A) |
0.99%
Mar 2017 – Mar 2020 |
4.06%
Sep 2017 – Sep 2022 |
9.82%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTRJX (VOYA TARGET RETIREMENT 2040 FUND CLASS A) |
19.09%
Dec 2018 – Dec 2021 |
13.48%
Oct 2016 – Oct 2021 |
11.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart