Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XIGDX (Voya Global Equity Dividend and Premium Opportunity Fund) | 7.76% | 15.01% | 9.28% | 9.96% | 1.35% | 1.36% | NA | -1.80% |
Data as of 06/13/2025, AR inception is 10/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XIGDX (Voya Global Equity Dividend and Premium Opportunity Fund) | 10/31/2005 | 06/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 15.01 | 9.28 | 9.96 | 1.35 | 1.36 | NA | -1.80 | 7.76 | 10.61 | 5.36 | -2.30 | 18.31 | -5.54 | 5.17 | -13.21 | 7.66 | -3.11 | -12.97 | 1.81 | 15.29 | -0.15 | -12.21 | -7.06 | -0.42 | -35.86 | -7.64 | 10.04 | 0.38 |
| Sharpe Ratio | NA | 1.10 | 0.61 | 0.81 | -0.01 | NA | NA | -0.19 | 1.11 | 0.99 | 0.21 | -0.28 | 2.20 | -0.21 | 0.43 | -1.24 | 1.08 | -0.22 | -1.00 | 0.20 | 1.77 | -0.02 | -0.64 | -0.56 | -0.03 | -1.16 | -0.77 | 0.78 | -0.08 |
| Standard Deviation(%) | NA | 10.65 | 9.78 | 9.96 | 13.53 | NA | NA | 14.99 | 13.58 | 7.04 | 8.35 | 13.18 | 8.30 | 28.07 | 8.61 | 11.82 | 6.52 | 15.26 | 13.00 | 9.03 | 8.64 | 11.38 | 18.98 | 12.82 | 20.30 | 31.78 | 14.03 | 8.54 | 6.44 |
| Draw Down(%) | NA | 9.42 | 9.62 | 12.20 | 44.44 | NA | NA | 69.17 | 9.42 | 4.89 | 5.47 | 12.20 | 3.93 | 33.19 | 6.94 | 19.65 | 2.83 | 12.17 | 15.47 | 8.88 | 4.54 | 12.67 | 20.78 | 16.08 | 26.03 | 42.46 | 10.27 | 7.14 | 1.93 |
| Yield(%) | 0.00 | 10.31 | 8.69 | 8.85 | 3.79 | 3.49 | 1.51 | 1.59 | 4.27 | 9.81 | 8.03 | 7.23 | 7.96 | 6.89 | 0.66 | 6.50 | 1.98 | 0.00 | 0.00 | 9.94 | 10.00 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 10/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIGDX (Voya Global Equity Dividend and Premium Opportunity Fund) |
-19.94%
May 2007 - May 2010 |
-15.05%
May 2007 - May 2012 |
-7.16%
Dec 2006 - Dec 2016 |
-4.95%
Feb 2006 - Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIGDX (Voya Global Equity Dividend and Premium Opportunity Fund) |
11.52%
Mar 2020 - Mar 2023 |
11.96%
Mar 2020 - Mar 2025 |
1.47%
Mar 2015 - Mar 2025 |
1.39%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart