IIBTX | VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2

Basic Info 10.55 0.03(0.28%)
May 08

VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 started on 05/01/2009

VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 is classified as asset class Intermediate-Term Bond

VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 expense ratio is 0.95%

VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 rating is

(18%)

VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) Dividend Info

VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) dividend growth in the last 12 months is 43.04%

The trailing 12-month yield of VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 is 4.37%. its dividend history:

Date	Dividend
04/30/2024	0.0355
03/28/2024	0.0371
02/29/2024	0.0314
01/31/2024	0.0372
12/29/2023	0.049
11/30/2023	0.037
10/31/2023	0.038
09/29/2023	0.0352
09/28/2023	0.0352
08/31/2023	0.035
07/31/2023	0.034
06/30/2023	0.031
05/31/2023	0.033
04/28/2023	0.027
03/31/2023	0.027
02/28/2023	0.026
01/31/2023	0.025
12/30/2022	0.0258
12/28/2022	0.0336
11/30/2022	0.0219
10/31/2022	0.0224
09/30/2022	0.024
08/31/2022	0.0249
07/29/2022	0.0232
06/30/2022	0.023
05/31/2022	0.0238
03/31/2022	0.0204
02/28/2022	0.0188
01/31/2022	0.0213
12/31/2021	0.0214
11/30/2021	0.0208
10/29/2021	0.0215
09/30/2021	0.021
08/31/2021	0.0218
07/30/2021	0.0335
06/30/2021	0.0323
05/28/2021	0.0333
05/12/2021	0.0008
04/30/2021	0.032
03/31/2021	0.033
02/26/2021	0.031
01/29/2021	0.034
12/31/2020	0.035
12/30/2020	0.291
11/30/2020	0.034
10/30/2020	0.035
09/30/2020	0.034
08/31/2020	0.035
07/31/2020	0.035
06/30/2020	0.033
05/29/2020	0.034
04/30/2020	0.032
03/31/2020	0.035
02/28/2020	0.032
01/31/2020	0.034
12/31/2019	0.034
12/30/2019	0.016
11/29/2019	0.033
10/31/2019	0.034
09/30/2019	0.032
08/30/2019	0.032
07/31/2019	0.032
06/28/2019	0.031
05/31/2019	0.032
04/30/2019	0.031
03/29/2019	0.031
02/28/2019	0.028
01/31/2019	0.031
12/31/2018	0.0779
11/30/2018	0.0285
10/31/2018	0.0298
09/28/2018	0.029
08/31/2018	0.03
07/31/2018	0.03
06/29/2018	0.029
05/31/2018	0.03
04/30/2018	0.029
03/29/2018	0.03
02/28/2018	0.028
01/31/2018	0.031
12/29/2017	0.031
11/30/2017	0.03
10/31/2017	0.031
09/29/2017	0.03
08/31/2017	0.031
07/31/2017	0.031
06/30/2017	0.03
05/31/2017	0.031
04/28/2017	0.03
03/31/2017	0.035
02/28/2017	0.031
01/31/2017	0.034
12/30/2016	0.034
12/29/2016	0.107
11/30/2016	0.033
10/31/2016	0.035
08/31/2016	0.032
07/29/2016	0.032
06/30/2016	0.031
05/31/2016	0.032
12/31/2015	0.034
12/29/2015	0.354
05/01/2015	0.024
12/29/2014	0.399
05/01/2009	0.054

Dividend Growth History for VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.4324	4.09%	52.74%	-
2022	$0.2831	2.25%	-15.84%	52.74%
2021	$0.3364	2.55%	-51.87%	13.37%
2020	$0.699	5.39%	76.07%	-14.79%
2019	$0.397	3.25%	-1.29%	2.16%
2018	$0.4022	3.17%	7.25%	1.46%
2017	$0.375	2.99%	11.61%	2.40%
2016	$0.336	2.71%	-18.45%	3.67%
2015	$0.412	3.21%	3.26%	0.61%
2014	$0.399	3.20%	-	0.90%
2009	$0.054	0.49%	-	16.02%

Dividend Growth Chart for VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX)

VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) Historical Returns And Risk Info

From 08/28/2009 to 05/08/2024, the compound annualized total return (dividend reinvested) of VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is 1.621%. Its cumulative total return (dividend reinvested) is 26.605%.

From 08/28/2009 to 05/08/2024, the Maximum Drawdown of VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is 20.1%.

From 08/28/2009 to 05/08/2024, the Sharpe Ratio of VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is 0.22.

From 08/28/2009 to 05/08/2024, the Annualized Standard Deviation of VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is 6.0%.

From 08/28/2009 to 05/08/2024, the Beta of VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is 0.77.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 08/28/2009	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009
Annualized Return(%)	1.2	-1.6	1.3	-3.3	0.2	1.4	2.1	1.6	6.8	-14.6	-1.3	7.4	9.4	-1.0	4.6	3.7	0.2	6.1	-3.8	4.4	2.4	4.2	6.0
Sharpe Ratio	NA	-1.4	-0.37	-0.89	-0.24	0.05	NA	0.22	0.36	-2.27	-0.41	1.13	0.67	-0.39	1.56	1.2	0.04	2.52	-0.82	1.07	0.43	0.55	1.09
Draw Down(%)	NA	3.5	6.5	20.1	20.1	20.1	NA	20.1	6.7	18.8	3.3	11.2	7.9	5.1	1.3	3.9	2.6	0.9	6.0	3.6	4.5	6.8	6.3
Standard Deviation(%)	NA	6.0	6.6	6.3	5.9	6.1	NA	6.0	7.0	7.1	3.3	6.3	12.0	5.9	2.6	2.9	3.3	2.4	4.7	4.1	5.5	7.5	8.3
Treynor Ratio	NA	-0.09	-0.03	-0.07	-0.02	0.0	NA	0.02	0.03	-0.21	-0.02	0.07	0.08	-0.03	0.05	0.05	0.0	0.09	-0.05	0.09	0.04	0.08	0.15
Alpha	NA	0.0	0.0	-0.01	0.0	0.0	NA	-0.01	0.0	-0.02	0.0	-0.01	0.0	0.0	0.0	0.0	0.0	0.01	-0.01	0.0	-0.01	0.0	-0.02
Beta	NA	0.96	0.92	0.83	0.87	0.84	NA	0.77	0.89	0.76	0.8	1.05	1.04	0.76	0.86	0.71	0.7	0.69	0.76	0.5	0.6	0.5	0.6
RSquare	NA	0.96	0.95	0.89	0.85	0.47	NA	0.38	0.95	0.84	0.86	0.74	0.08	0.12	0.87	0.77	0.8	0.73	0.38	0.15	0.28	0.12	0.2
Yield(%)	N/A	1.4	4.4	2.8	3.5	3.3	2.6	N/A	4.3	2.1	2.4	5.4	3.1	3.2	3.0	2.7	3.1	3.2	0.0	0.0	0.0	0.0	0.5
Dividend Growth(%)	N/A	-66.7	43.0	-29.6	6.0	N/A	N/A	N/A	73.1	-16.1	-55.7	84.2	-7.3	10.8	12.1	-17.5	0.0	N/A	N/A	N/A	N/A	-100.0	N/A

Return Calculator for VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX)

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VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) Historical Return Chart

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VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) 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 08/28/2009 to 05/08/2024, the worst annualized return of 3-year rolling returns for VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is -5.77%.

From 08/28/2009 to 05/08/2024, the worst annualized return of 5-year rolling returns for VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is -0.8%.

From 08/28/2009 to 05/08/2024, the worst annualized return of 10-year rolling returns for VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is 0.34%.

From 08/28/2009 to 05/08/2024, the worst annualized return of 20-year rolling returns for VOYA INTERMEDIATE BOND PORTFOLIO CLASS S2 (IIBTX) is NA.

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