VOYA REAL ESTATE FUND CLASS W (IREWX)

Basic Info

VOYA REAL ESTATE FUND CLASS W started on 12/19/2007
VOYA REAL ESTATE FUND CLASS W is classified as asset class REAL ESTATE
VOYA REAL ESTATE FUND CLASS W expense ratio is 0.96%
VOYA REAL ESTATE FUND CLASS W rating is
Not Rated

VOYA REAL ESTATE FUND CLASS W (IREWX) Dividend Info

VOYA REAL ESTATE FUND CLASS W (IREWX) dividend growth in the last 12 months is -43.40%

The trailing 12-month yield of VOYA REAL ESTATE FUND CLASS W is 12.27%. its dividend history:

DateDividend
12/31/2019 0.091
12/16/2019 1.687
10/01/2019 0.087
07/01/2019 0.097
04/01/2019 0.099
12/31/2018 0.1126
12/14/2018 3.2227
10/01/2018 0.095
07/02/2018 0.107
04/02/2018 0.104
12/29/2017 0.144
12/15/2017 3.119
10/02/2017 0.126
07/03/2017 0.131
04/03/2017 0.124
12/30/2016 0.142
12/16/2016 1.011
10/03/2016 0.168
07/01/2016 0.12
04/01/2016 0.253
12/31/2015 0.191
12/17/2015 0.916
10/01/2015 0.115
07/01/2015 0.121
04/01/2015 0.106
12/31/2014 0.157
12/17/2014 0.675
10/01/2014 0.123
07/01/2014 0.116
04/01/2014 0.099
12/31/2013 0.091
10/01/2013 0.113
07/01/2013 0.106
04/01/2013 0.094
12/31/2012 0.103
10/01/2012 0.118
07/02/2012 0.052
04/02/2012 0.093
12/30/2011 0.086
10/03/2011 0.084
07/01/2011 0.078
04/01/2011 0.058
12/31/2010 0.088
10/01/2010 0.082
07/01/2010 0.076
12/31/2009 0.09
11/18/2009 0.006
10/01/2009 0.087
07/01/2009 0.113
04/01/2009 0.1
12/31/2008 0.104
10/01/2008 0.111
07/01/2008 0.101
04/01/2008 0.103
03/31/2008 0.103

Dividend Growth History for VOYA REAL ESTATE FUND CLASS W (IREWX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2019
2019 $2.061 14.30% -43.40% -
2018 $3.6413 18.47% -0.07% -43.40%
2017 $3.644 16.28% 115.11% -24.79%
2016 $1.694 7.49% 16.91% 6.75%
2015 $1.449 6.01% 23.85% 9.21%
2014 $1.17 6.00% 189.60% 11.99%
2013 $0.404 2.05% 10.38% 31.20%
2012 $0.366 2.11% 19.61% 28.01%
2011 $0.306 1.88% 24.39% 26.92%
2010 $0.246 1.94% -37.88% 26.64%
2009 $0.396 3.99% -24.14% 17.93%
2008 $0.522 3.24% - 13.30%

Dividend Growth Chart for VOYA REAL ESTATE FUND CLASS W (IREWX)

VOYA REAL ESTATE FUND CLASS W (IREWX) Historical Returns And Risk Info

From 12/19/2007 to 02/21/2020, the compound annualized total return (dividend reinvested) of VOYA REAL ESTATE FUND CLASS W (IREWX) is 7.936%. Its cumulative total return (dividend reinvested) is 152.93%.

From 12/19/2007 to 02/21/2020, the Maximum Drawdown of VOYA REAL ESTATE FUND CLASS W (IREWX) is 66.6%.

From 12/19/2007 to 02/21/2020, the Sharpe Ratio of VOYA REAL ESTATE FUND CLASS W (IREWX) is 0.23.

From 12/19/2007 to 02/21/2020, the Annualized Standard Deviation of VOYA REAL ESTATE FUND CLASS W (IREWX) is 32.9%.

From 12/19/2007 to 02/21/2020, the Beta of VOYA REAL ESTATE FUND CLASS W (IREWX) is 0.97.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
12/19/2007		 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) 0.0 9.8 9.0 8.2 10.1 7.9 6.6 28.1 -8.0 5.0 4.7 2.5 28.1 2.0 15.6 9.6 27.1 30.2 -34.5 -0.4
Sharpe Ratio NA 1.53 0.57 0.39 0.63 0.23 4.51 2.11 -0.58 0.43 0.27 0.16 2.68 0.13 1.12 0.32 0.96 0.45 -0.48 -0.5
Draw Down(%) NA 5.2 13.8 17.1 22.7 66.6 1.8 5.2 13.8 6.0 15.7 15.5 6.8 17.6 9.4 22.7 17.5 42.2 61.3 5.5
Standard Deviation(%) NA 12.4 13.3 14.4 17.9 32.9 12.7 12.6 16.2 10.2 16.8 15.5 10.5 15.5 14.0 29.9 28.2 67.1 73.2 32.9
Treynor Ratio NA 0.19 0.11 0.07 0.12 0.08 0.55 0.26 -0.09 0.13 0.05 0.03 0.31 0.02 0.15 0.1 0.27 0.3 -0.36 -0.17
Alpha NA -0.01 0.01 0.0 0.0 0.0 -0.02 0.0 -0.01 0.01 -0.01 0.0 0.0 0.0 -0.01 0.0 0.0 0.0 0.01 -0.12
Beta NA 1.01 0.7 0.77 0.91 0.97 1.05 1.01 0.99 0.33 0.98 0.74 0.91 0.99 1.02 0.99 1.01 1.0 0.98 0.97
RSquare NA 0.97 0.69 0.75 0.9 0.97 0.96 0.97 0.98 0.34 0.99 0.68 0.97 0.99 0.99 1.0 1.0 1.0 1.0 0.97
Yield(%) N/A 12.3 13.6 10.0 11.9 N/A 0.0 14.4 18.5 16.3 7.5 6.1 6.1 2.0 2.1 1.9 2.0 4.0 3.2 0.0
Dividend Growth(%) N/A -43.4 116.7 401.2 N/A N/A -100.0 -43.1 0.0 115.4 15.8 23.7 195.0 11.1 16.1 24.0 -37.5 -21.6 N/A N/A

Return Calculator for VOYA REAL ESTATE FUND CLASS W (IREWX)

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VOYA REAL ESTATE FUND CLASS W (IREWX) Historical Return Chart

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VOYA REAL ESTATE FUND CLASS W (IREWX) 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 12/19/2007 to 02/21/2020, the worst annualized return of 3-year rolling returns for VOYA REAL ESTATE FUND CLASS W (IREWX) is 1.52%.
From 12/19/2007 to 02/21/2020, the worst annualized return of 5-year rolling returns for VOYA REAL ESTATE FUND CLASS W (IREWX) is 5.01%.
From 12/19/2007 to 02/21/2020, the worst annualized return of 10-year rolling returns for VOYA REAL ESTATE FUND CLASS W (IREWX) is 6.95%.
From 12/19/2007 to 02/21/2020, the worst annualized return of 20-year rolling returns for VOYA REAL ESTATE FUND CLASS W (IREWX) is NA.

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