Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XIGRX (Voya Clarion Global Re Incm Fd) | 4.09% | 5.47% | -0.02% | 2.70% | -0.49% | 2.08% | -2.49% | -0.83% |
Data as of 06/13/2025, AR inception is 05/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XIGRX (Voya Clarion Global Re Incm Fd) | 05/17/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 5.47 | -0.02 | 2.70 | -0.49 | 2.08 | -2.49 | -0.83 | 4.09 | -7.57 | 12.30 | -34.01 | 37.92 | -0.97 | 19.97 | -14.12 | 4.80 | -4.31 | -10.65 | 18.78 | 0.86 | 17.03 | -5.13 | 14.25 | 33.39 | -65.23 | -28.90 | 32.15 | -1.20 | 42.60 |
| Sharpe Ratio | NA | 0.11 | -0.14 | 0.03 | -0.09 | NA | NA | -0.09 | 0.28 | -0.75 | 0.33 | -1.27 | 2.81 | -0.03 | 2.22 | -1.47 | 0.53 | -0.31 | -0.80 | 2.50 | 0.07 | 1.80 | -0.26 | 0.87 | 1.02 | -1.24 | -1.24 | 1.96 | -0.24 | 5.26 |
| Standard Deviation(%) | NA | 19.82 | 23.67 | 21.64 | 20.84 | NA | NA | 22.34 | 22.51 | 18.78 | 24.66 | 27.99 | 13.48 | 40.22 | 8.34 | 10.52 | 7.88 | 14.64 | 13.39 | 7.50 | 11.17 | 9.52 | 19.53 | 16.32 | 32.71 | 53.34 | 25.86 | 14.78 | 14.18 | 14.25 |
| Draw Down(%) | NA | 26.89 | 38.38 | 47.59 | 48.54 | NA | NA | 86.04 | 16.39 | 19.33 | 34.13 | 42.48 | 8.40 | 47.95 | 4.14 | 16.55 | 5.09 | 16.80 | 20.13 | 7.75 | 16.98 | 7.71 | 20.58 | 12.82 | 42.90 | 76.30 | 37.97 | 9.88 | 12.49 | 5.17 |
| Yield(%) | 0.00 | 13.28 | 9.93 | 9.27 | 4.25 | 4.63 | 1.54 | 2.04 | 5.93 | 11.58 | 11.36 | 6.74 | 7.58 | 6.44 | 2.55 | 2.07 | 0.86 | 0.00 | 0.44 | 6.00 | 5.63 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 05/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIGRX (Voya Clarion Global Re Incm Fd) |
-40.67%
Mar 2006 - Mar 2009 |
-19.35%
Nov 2006 - Nov 2011 |
-8.70%
Nov 2006 - Nov 2016 |
-5.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIGRX (Voya Clarion Global Re Incm Fd) |
29.29%
Feb 2009 - Feb 2012 |
20.27%
Feb 2009 - Feb 2014 |
9.28%
Mar 2009 - Mar 2019 |
6.10%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart