VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX)

Basic Info

VOYA GLOBAL REAL ESTATE FUND CLASS B started on 06/28/2002
VOYA GLOBAL REAL ESTATE FUND CLASS B is classified as asset class Global Real Estate
VOYA GLOBAL REAL ESTATE FUND CLASS B expense ratio is 2.06%
VOYA GLOBAL REAL ESTATE FUND CLASS B rating is
Not Rated

VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) Dividend Info

VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) dividend growth in the last 12 months is 61.38%

The trailing 12-month yield of VOYA GLOBAL REAL ESTATE FUND CLASS B is 0.41%. its dividend history:

DateDividend
04/03/2017 0.063
12/30/2016 0.272
12/16/2016 0.051
10/03/2016 0.076
07/01/2016 0.098
04/01/2016 0.145
12/31/2015 0.088
10/01/2015 0.033
07/01/2015 0.081
04/01/2015 0.039
12/31/2014 0.148
10/01/2014 0.058
07/01/2014 0.121
04/01/2014 0.043
12/31/2013 0.08
10/01/2013 0.043
07/01/2013 0.097
04/01/2013 0.052
12/31/2012 0.412
10/01/2012 0.069
07/02/2012 0.083
04/02/2012 0.055
12/30/2011 0.053
10/03/2011 0.074
07/01/2011 0.073
04/01/2011 0.078
12/31/2010 0.275
10/01/2010 0.033
07/01/2010 0.056
04/28/2010 0.03
12/31/2009 0.543
10/01/2009 0.047
07/01/2009 0.098
04/01/2009 0.078
12/31/2008 0.075
12/16/2008 0.014
10/01/2008 0.05
07/01/2008 0.088
04/01/2008 0.057
03/31/2008 0.057
12/31/2007 0.416
12/18/2007 0.041
10/01/2007 0.099
07/02/2007 0.099
04/02/2007 0.335
12/29/2006 0.42
12/15/2006 0.311
10/02/2006 0.053
07/03/2006 0.055
04/03/2006 0.069
12/30/2005 0.181
12/16/2005 1.058
10/03/2005 0.047
07/01/2005 0.065
04/01/2005 0.068
12/31/2004 0.269
10/01/2004 0.067
07/01/2004 0.087
04/01/2004 0.081
12/31/2003 0.115
10/01/2003 0.07
07/01/2003 0.15
04/01/2003 0.032
11/18/2002 0.23
10/01/2002 0.097
07/01/2002 0.08

Dividend Growth History for VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2017
2017 $0.063 0.42% -90.19% -
2016 $0.642 4.13% 166.39% -90.19%
2015 $0.241 1.45% -34.86% -48.87%
2014 $0.37 2.50% 36.03% -44.57%
2013 $0.272 1.81% -56.06% -30.63%
2012 $0.619 4.93% 122.66% -36.68%
2011 $0.278 2.03% -29.44% -21.92%
2010 $0.394 3.19% -48.56% -23.04%
2009 $0.766 7.67% 124.63% -26.82%
2008 $0.341 1.97% -65.56% -17.11%
2007 $0.99 4.98% 9.03% -24.08%
2006 $0.908 5.97% -36.01% -21.54%
2005 $1.419 9.90% 181.55% -22.86%
2004 $0.504 4.24% 37.33% -14.78%
2003 $0.367 3.90% -9.83% -11.83%
2002 $0.407 3.87% - -11.70%

Dividend Growth Chart for VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX)

VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) Historical Returns And Risk Info

From 02/04/2005 to 05/09/2017, the compound annualized total return (dividend reinvested) of VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is 4.841%. Its cumulative total return (dividend reinvested) is 78.378%.

From 02/04/2005 to 05/09/2017, the Maximum Drawdown of VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is 68.8%.

From 02/04/2005 to 05/09/2017, the Sharpe Ratio of VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is 0.27.

From 02/04/2005 to 05/09/2017, the Annualized Standard Deviation of VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is 22.2%.

From 02/04/2005 to 05/09/2017, the Beta of VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is 0.98.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
02/04/2005		 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return(%) 0.0 0.0 0.0 -0.0 4.3 4.8 2.6 -0.7 -2.7 12.9 2.8 24.4 -6.4 13.5 32.4 -41.7 -7.5 39.4 13.3 26.5 31.2 -7.1
Sharpe Ratio NA -0.32 0.09 0.38 -0.01 0.27 0.82 -0.06 -0.19 1.39 0.2 1.93 -0.26 0.63 0.82 -0.83 -0.49 3.07 1.09 1.9 2.9 -1.33
Draw Down(%) NA 14.9 18.3 18.3 68.0 68.8 5.0 14.9 16.2 8.0 15.5 9.4 22.3 15.0 37.5 58.9 20.5 9.8 7.4 15.1 7.8 12.5
Standard Deviation(%) NA 13.0 13.4 13.2 25.9 22.2 8.5 15.6 14.5 9.2 14.0 12.7 24.3 21.2 39.4 51.4 21.6 11.8 10.2 13.5 10.5 11.0
Treynor Ratio NA -0.04 0.01 0.05 0.0 0.06 0.07 -0.01 -0.03 0.13 0.03 0.25 -0.06 0.13 0.36 -0.43 -0.11 0.36 0.11 0.26 0.31 -0.18
Alpha NA -0.01 -0.01 -0.01 -0.03 -0.01 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 -0.03 -0.02 0.01
Beta NA 1.0 1.0 1.0 0.98 0.98 0.96 1.0 1.0 1.0 1.0 1.0 1.0 1.0 0.91 1.0 1.0 1.0 0.98 0.99 0.99 0.81
RSquare NA 0.99 1.0 1.0 0.96 0.95 0.95 1.0 1.0 1.0 1.0 1.0 1.0 1.0 0.87 1.0 1.0 1.0 0.96 0.76 0.59 0.79
Yield(%) N/A 3.4 2.7 3.1 2.2 N/A 0.4 4.1 1.4 2.5 1.8 4.9 2.0 3.2 7.7 2.0 5.0 6.0 9.9 4.3 3.9 3.9
Dividend Growth(%) N/A 61.4 12.3 -13.5 N/A N/A -90.6 166.7 -35.1 37.0 -56.5 129.6 -32.5 -48.1 120.0 -65.0 9.9 -35.9 178.4 37.8 -9.8 N/A

Return Calculator for VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX)

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VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) Historical Return Chart

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VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) 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 02/04/2005 to 05/09/2017, the worst annualized return of 3-year rolling returns for VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is -16.38%.
From 02/04/2005 to 05/09/2017, the worst annualized return of 5-year rolling returns for VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is -3.74%.
From 02/04/2005 to 05/09/2017, the worst annualized return of 10-year rolling returns for VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is 2.75%.
From 02/04/2005 to 05/09/2017, the worst annualized return of 20-year rolling returns for VOYA GLOBAL REAL ESTATE FUND CLASS B (IGBAX) is NA.

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