Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XIRRX (Voya Natural Resources Equity Income Fund) NA -17.38% -16.20% -16.22% -11.64% -10.30% NA
Data as of 01/07/2022, Common starting date is 10/31/2006
More Performance Analytics Comparison
Name Start Date End Date
XIRRX (Voya Natural Resources Equity Income Fund) 10/31/2006 01/07/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.00 -17.38 -16.20 -16.22 -11.64 -10.30 NA 0.00 -11.11 -33.28 4.12 -26.72 -8.55 12.42 -31.02 -10.31 10.36 -7.79 -13.96 -8.89 1.31 -18.29 0.72 2.05
Sharpe Ratio NA -0.50 -0.48 -0.59 -0.50 NA NA NA -0.32 -0.70 0.18 -1.40 -0.71 0.54 -1.33 -0.59 0.99 -0.74 -1.04 -0.86 0.08 -1.21 -0.19 0.84
Standard Deviation(%) NA 34.64 35.21 29.34 24.26 NA NA NA 34.97 47.91 14.86 20.10 12.99 22.50 23.34 17.48 10.39 10.75 13.43 10.47 15.18 15.80 13.03 11.52
Draw Down(%) NA 28.18 56.98 67.82 80.30 NA NA NA 28.18 53.35 17.88 32.02 18.32 15.25 33.44 29.52 5.60 13.91 18.96 16.24 9.45 22.64 9.45 2.92
Yield(%) 0.00 0.28 0.70 1.47 2.44 1.10 0.82 0.00 0.29 0.78 1.19 5.48 0.94 0.00 0.00 11.02 9.20 2.18 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/07/2022, Common starting date is 10/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XIRRX (Voya Natural Resources Equity Income Fund) -25.57%
Mar 2017 – Mar 2020
-20.92%
Mar 2015 – Mar 2020
-14.08%
Mar 2010 – Mar 2020
-10.51%
Nov 2006 – Nov 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XIRRX (Voya Natural Resources Equity Income Fund) 1.75%
Aug 2011 – Aug 2014
-0.95%
Jun 2009 – Jun 2014
-7.00%
Sep 2008 – Sep 2018
-10.44%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return