Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPPRX (Voya Prime Rate Trust) | NA | 11.01% | 8.84% | 7.02% | 1.15% | 2.01% | NA | … | … |
Data as of 06/12/2025, Common starting date is 11/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPPRX (Voya Prime Rate Trust) | 11/16/2009 | 06/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 11.01 | 8.84 | 7.02 | 1.15 | 2.01 | NA | … | … | 2.62 | 6.01 | 18.27 | -5.77 | 5.17 | -15.96 | 9.11 | -1.34 | -0.63 | 5.47 | -5.84 | 2.33 | 8.39 | 7.43 | -5.25 | 5.73 | 2.76 |
| Sharpe Ratio | NA | 0.54 | 0.34 | 0.41 | -0.02 | NA | NA | … | … | 0.17 | 0.22 | 1.11 | -0.50 | 0.71 | -0.47 | 2.85 | -1.57 | -0.71 | 2.21 | -2.46 | 1.19 | 5.37 | 3.01 | -1.14 | 1.77 | 10.06 |
| Standard Deviation(%) | NA | 14.26 | 13.51 | 12.15 | 13.80 | NA | NA | … | … | 17.51 | 10.82 | 13.26 | 14.38 | 7.21 | 34.51 | 2.68 | 1.74 | 1.83 | 2.37 | 2.38 | 1.94 | 1.56 | 2.47 | 4.63 | 3.19 | 2.46 |
| Draw Down(%) | NA | 12.94 | 12.94 | 12.94 | 42.89 | NA | NA | … | … | 12.06 | 6.29 | 7.40 | 11.29 | 5.03 | 42.89 | 1.69 | 5.86 | 2.51 | 2.73 | 8.68 | 2.54 | 1.52 | 2.89 | 11.18 | 5.57 | 0.36 |
| Yield(%) | 0.00 | 1.19 | 9.12 | 13.37 | 5.94 | 5.12 | 3.98 | … | … | 0.00 | 6.61 | 15.76 | 17.07 | 4.09 | 1.66 | 5.92 | 5.24 | 1.95 | 0.00 | 0.00 | 5.81 | 6.48 | 1.34 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2025, Common starting date is 11/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPPRX (Voya Prime Rate Trust) |
-9.74%
Mar 2017 – Mar 2020 |
-6.54%
Mar 2015 – Mar 2020 |
-1.83%
Mar 2010 – Mar 2020 |
1.54%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPPRX (Voya Prime Rate Trust) |
10.31%
Mar 2020 – Mar 2023 |
9.15%
Mar 2020 – Mar 2025 |
2.40%
Dec 2009 – Dec 2019 |
2.02%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart