IBRAX | VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV

Basic Info 8.73 0.01(0.11%)
May 17

VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV started on 05/17/2007

VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV is classified as asset class Inflation-Protected Bond

VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV expense ratio is 0.83%

VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV rating is

(23%)

VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) Dividend Info

VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) dividend growth in the last 12 months is -10.78%

The trailing 12-month yield of VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV is 3.26%. its dividend history:

Date	Dividend
04/30/2024	0.0481
03/28/2024	0.0352
02/29/2024	0.0073
01/31/2024	0.0058
12/29/2023	0.0078
11/30/2023	0.0448
10/31/2023	0.012
09/29/2023	0.018
08/31/2023	0.0238
07/31/2023	0.0235
06/30/2023	0.0361
05/31/2023	0.0288
04/28/2023	0.0395
03/31/2023	0.036
12/30/2022	0.0256
11/30/2022	0.0121
10/31/2022	0.0001
09/30/2022	0.0063
08/31/2022	0.0702
07/29/2022	0.0506
06/30/2022	0.0288
05/31/2022	0.0572
04/29/2022	0.042
03/31/2022	0.0342
02/28/2022	0.0122
01/31/2022	0.0313
12/31/2021	0.0374
11/30/2021	0.0101
10/29/2021	0.0047
09/30/2021	0.0175
08/31/2021	0.0394
07/30/2021	0.031
06/30/2021	0.0377
05/28/2021	0.0263
04/30/2021	0.025
03/31/2021	0.003
11/30/2020	0.005
10/30/2020	0.013
09/30/2020	0.022
08/31/2020	0.023
07/31/2020	0.001
06/30/2020	0.027
04/30/2020	0.016
03/31/2020	0.023
01/31/2020	0.008
12/31/2019	0.013
11/29/2019	0.006
10/31/2019	0.002
09/30/2019	0.008
08/30/2019	0.004
07/31/2019	0.017
06/28/2019	0.028
05/31/2019	0.033
04/30/2019	0.007
01/31/2019	0.059
12/31/2018	0.0127
11/30/2018	0.0077
10/31/2018	0.0054
09/28/2018	0.0138
07/31/2018	0.021
06/29/2018	0.025
05/31/2018	0.007
04/30/2018	0.024
03/29/2018	0.022
02/28/2018	0.012
06/01/2017	0.018
05/01/2017	0.039
02/01/2017	0.011
03/02/2015	0.048
02/02/2015	0.048
09/02/2014	0.02
07/01/2014	0.038
06/02/2014	0.05
07/16/2013	0.642
07/16/2012	0.56
06/01/2012	0.057
05/01/2012	0.006
12/01/2011	0.005
11/01/2011	0.004
08/01/2011	0.038
07/14/2011	0.446
07/01/2011	0.032
06/01/2011	0.076
05/02/2011	0.034
04/01/2011	0.033
03/01/2011	0.008
07/14/2010	0.144
07/01/2010	0.042
06/01/2010	0.063
05/03/2010	0.046
12/01/2009	0.024
11/02/2009	0.032
10/01/2009	0.047
09/01/2009	0.046
02/02/2009	0.001
11/03/2008	0.037
10/01/2008	0.026
09/02/2008	0.169
08/01/2008	0.123
07/15/2008	0.168
07/01/2008	0.018
06/02/2008	0.012
05/01/2008	0.042
04/01/2008	0.045
03/03/2008	0.044
02/01/2008	0.026
01/02/2008	0.048
12/03/2007	0.048
11/01/2007	0.019
10/01/2007	0.018
09/04/2007	0.03
08/01/2007	0.066
07/02/2007	0.063
06/01/2007	0.096

Dividend Growth History for VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.2703	3.08%	-27.06%	-
2022	$0.3706	3.54%	59.67%	-27.06%
2021	$0.2321	2.26%	68.19%	7.92%
2020	$0.138	1.46%	-22.03%	25.12%
2019	$0.177	1.98%	17.53%	11.17%
2018	$0.1506	1.62%	121.47%	12.41%
2017	$0.068	0.74%	-	25.86%
2015	$0.096	1.03%	-11.11%	13.81%
2014	$0.108	1.18%	-83.18%	10.73%
2013	$0.642	5.99%	3.05%	-8.29%
2012	$0.623	5.80%	-7.84%	-7.31%
2011	$0.676	6.60%	129.15%	-7.35%
2010	$0.295	2.93%	96.67%	-0.67%
2009	$0.15	1.63%	-80.21%	4.30%
2008	$0.758	7.34%	122.94%	-6.64%
2007	$0.34	3.43%	-	-1.42%

Dividend Growth Chart for VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX)

VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) Historical Returns And Risk Info

From 05/17/2007 to 05/17/2024, the compound annualized total return (dividend reinvested) of VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is 2.364%. Its cumulative total return (dividend reinvested) is 48.707%.

From 05/17/2007 to 05/17/2024, the Maximum Drawdown of VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is 16.5%.

From 05/17/2007 to 05/17/2024, the Sharpe Ratio of VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is 0.27.

From 05/17/2007 to 05/17/2024, the Annualized Standard Deviation of VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is 5.7%.

From 05/17/2007 to 05/17/2024, the Beta of VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is 0.86.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 05/17/2007	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007
Annualized Return(%)	0.6	0.1	1.1	-2.2	1.6	0.9	2.1	2.4	3.2	-13.1	4.9	10.6	7.6	-2.4	2.2	3.3	-2.9	2.1	-9.1	6.1	11.6	4.8	9.6	-2.1	7.4
Sharpe Ratio	NA	-0.67	-0.43	-0.63	0.0	-0.02	NA	0.27	-0.14	-1.58	1.15	1.46	1.66	-1.2	0.46	0.7	-0.55	0.5	-1.58	1.5	1.86	0.9	1.49	-0.37	1.91
Draw Down(%)	NA	2.3	5.8	16.5	16.5	16.5	NA	16.5	7.2	15.9	3.0	10.7	2.2	3.6	1.8	4.6	6.3	3.8	10.5	2.2	3.4	5.3	3.9	13.9	2.1
Standard Deviation(%)	NA	5.2	6.4	7.2	6.7	5.6	NA	5.7	7.2	9.2	4.3	7.1	3.7	3.1	3.4	4.4	5.3	4.3	5.7	4.0	6.2	5.2	6.4	8.3	4.9
Treynor Ratio	NA	-0.03	-0.03	-0.05	0.0	0.0	NA	0.02	-0.01	-0.15	0.06	0.11	0.07	-0.04	0.02	0.03	-0.03	0.02	-0.09	0.07	0.13	0.06	0.13	-0.04	0.13
Alpha	NA	0.0	0.0	0.0	0.0	0.0	NA	0.0	0.0	-0.01	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-0.01	0.0	0.0	0.0	0.0	0.01	0.0	0.0
Beta	NA	1.0	1.02	0.95	0.95	0.94	NA	0.86	0.97	0.95	0.89	0.96	0.91	0.95	0.91	0.96	0.92	0.94	0.96	0.82	0.86	0.83	0.75	0.69	0.72
RSquare	NA	0.91	0.88	0.83	0.86	0.87	NA	0.85	0.84	0.82	0.87	0.92	0.89	0.87	0.92	0.94	0.92	0.94	0.96	0.84	0.89	0.84	0.82	0.73	0.87
Yield(%)	N/A	1.2	3.3	3.0	2.7	1.8	2.8	N/A	3.1	3.5	2.2	1.4	2.0	1.5	0.8	0.0	1.1	1.2	6.0	5.9	6.5	2.9	1.6	7.4	3.5
Dividend Growth(%)	N/A	-59.3	-10.8	116.1	149.4	N/A	N/A	N/A	-27.0	60.9	76.9	-27.8	28.6	100.0	N/A	-100.0	-9.1	-82.8	1.6	-6.0	131.0	93.3	-80.3	117.1	N/A

Return Calculator for VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX)

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VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) Historical Return Chart

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VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/17/2007 to 05/17/2024, the worst annualized return of 3-year rolling returns for VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is -3.38%.

From 05/17/2007 to 05/17/2024, the worst annualized return of 5-year rolling returns for VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is -1.27%.

From 05/17/2007 to 05/17/2024, the worst annualized return of 10-year rolling returns for VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is -0.17%.

From 05/17/2007 to 05/17/2024, the worst annualized return of 20-year rolling returns for VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS ADV (IBRAX) is NA.

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