IWEDX | VOYA LARGE CAP VALUE FUND CLASS W

Basic Info 13.82 0.03(0.22%)
May 17

VOYA LARGE CAP VALUE FUND CLASS W started on 06/04/2009

VOYA LARGE CAP VALUE FUND CLASS W is classified as asset class LARGE VALUE

VOYA LARGE CAP VALUE FUND CLASS W expense ratio is 1.85%

VOYA LARGE CAP VALUE FUND CLASS W rating is

(7%)

VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) Dividend Info

VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) dividend growth in the last 12 months is 34.31%

The trailing 12-month yield of VOYA LARGE CAP VALUE FUND CLASS W is 9.85%. its dividend history:

Date	Dividend
04/01/2024	0.043
12/26/2023	0.0417
12/12/2023	1.035
10/02/2023	0.052
07/03/2023	0.0418
04/03/2023	0.0488
12/30/2022	0.0467
12/15/2022	0.7213
10/03/2022	0.0552
07/01/2022	0.0315
04/01/2022	0.0383
12/31/2021	0.0321
12/16/2021	1.827
10/01/2021	0.0379
07/01/2021	0.0213
04/01/2021	0.042
12/31/2020	0.04
12/16/2020	0.845
10/01/2020	0.046
07/01/2020	0.052
04/01/2020	0.057
12/31/2019	0.048
12/16/2019	0.924
10/01/2019	0.059
07/01/2019	0.07
04/01/2019	0.045
12/31/2018	0.0423
12/14/2018	1.0078
10/01/2018	0.0654
07/02/2018	0.05
04/02/2018	0.059
12/29/2017	0.05
12/15/2017	1.156
10/02/2017	0.067
07/03/2017	0.048
04/03/2017	0.072
12/30/2016	0.059
10/03/2016	0.069
07/01/2016	0.061
04/01/2016	0.066
12/31/2015	0.049
12/17/2015	0.28
10/01/2015	0.059
07/01/2015	0.046
04/01/2015	0.025
03/05/2015	0.503
12/31/2014	0.06
12/17/2014	0.957
10/01/2014	0.064
07/01/2014	0.075
04/01/2014	0.034
12/31/2013	0.057
12/17/2013	0.292
10/01/2013	0.039
07/10/2013	0.768
07/01/2013	0.061
04/01/2013	0.033
12/31/2012	0.056
12/17/2012	0.303
10/01/2012	0.056
07/02/2012	0.06
04/02/2012	0.056
12/30/2011	0.07
12/16/2011	0.171
10/03/2011	0.055
07/01/2011	0.059
04/01/2011	0.056
12/31/2010	0.069
12/16/2010	0.021
10/01/2010	0.034
07/01/2010	0.047
12/31/2009	0.042
10/01/2009	0.036

Dividend Growth History for VOYA LARGE CAP VALUE FUND CLASS W (IWEDX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$1.2193	10.03%	36.54%	-
2022	$0.893	6.57%	-54.45%	36.54%
2021	$1.9603	16.23%	88.49%	-21.13%
2020	$1.04	8.19%	-9.25%	5.44%
2019	$1.146	10.37%	-6.41%	1.56%
2018	$1.2245	9.19%	-12.10%	-0.09%
2017	$1.393	10.67%	446.27%	-2.20%
2016	$0.255	2.22%	-73.49%	25.05%
2015	$0.962	7.29%	-19.16%	3.01%
2014	$1.19	9.15%	-4.80%	0.27%
2013	$1.25	11.00%	135.40%	-0.25%
2012	$0.531	5.14%	29.20%	7.85%
2011	$0.411	3.96%	140.35%	9.49%
2010	$0.171	1.92%	119.23%	16.31%
2009	$0.078	1.05%	-	21.70%

Dividend Growth Chart for VOYA LARGE CAP VALUE FUND CLASS W (IWEDX)

VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) Historical Returns And Risk Info

From 06/04/2009 to 05/17/2024, the compound annualized total return (dividend reinvested) of VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is 12.077%. Its cumulative total return (dividend reinvested) is 449.023%.

From 06/04/2009 to 05/17/2024, the Maximum Drawdown of VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is 39.3%.

From 06/04/2009 to 05/17/2024, the Sharpe Ratio of VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is 0.65.

From 06/04/2009 to 05/17/2024, the Annualized Standard Deviation of VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is 17.4%.

From 06/04/2009 to 05/17/2024, the Beta of VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is 0.99.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 06/04/2009	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009
Annualized Return(%)	1.2	10.1	25.2	8.7	12.5	9.5	12.1	13.6	-3.6	26.6	5.9	24.9	-7.8	13.5	13.5	-4.7	10.0	30.6	14.4	3.0	19.9	18.1
Sharpe Ratio	NA	2.44	1.69	0.37	0.48	0.47	0.65	0.72	-0.24	1.76	0.15	2.23	-0.61	1.89	0.99	-0.31	0.89	2.67	1.14	0.14	1.11	1.69
Draw Down(%)	NA	4.9	9.6	18.0	39.3	39.3	39.3	9.6	18.0	8.0	39.3	5.4	18.4	3.2	10.7	14.6	8.1	5.2	10.1	18.4	14.7	9.2
Standard Deviation(%)	NA	9.5	10.7	15.9	21.7	17.7	17.4	13.0	20.7	15.1	37.6	10.5	15.0	6.8	13.5	15.6	11.2	11.4	12.7	22.2	17.8	19.7
Treynor Ratio	NA	0.23	0.18	0.05	0.1	0.08	0.11	0.09	-0.05	0.24	0.05	0.26	-0.1	0.14	0.13	-0.06	0.1	0.3	0.15	0.03	0.21	0.33
Alpha	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.02	0.0	-0.01	0.02	0.01	-0.01	-0.01	-0.01	-0.01	-0.01	-0.01	0.0	0.01	0.02	-0.01
Beta	NA	0.99	1.01	1.07	1.05	1.01	0.99	1.04	1.07	1.13	1.04	0.89	0.94	0.93	1.0	0.79	1.01	1.01	0.99	0.93	0.96	1.01
RSquare	NA	0.91	0.92	0.93	0.96	0.93	0.95	0.9	0.95	0.91	0.98	0.95	0.98	0.92	0.98	0.61	0.97	0.97	0.98	0.99	0.98	0.98
Yield(%)	N/A	0.3	9.9	9.3	10.1	8.5	N/A	10.0	6.6	16.2	8.2	10.3	9.2	10.7	2.3	7.3	9.1	11.0	5.2	4.0	1.9	1.1
Dividend Growth(%)	N/A	-96.7	34.3	20.0	24.2	N/A	N/A	34.4	-54.1	88.5	-8.8	-7.3	-12.1	438.5	-72.9	-19.3	-4.8	131.5	28.6	147.1	112.5	N/A

Return Calculator for VOYA LARGE CAP VALUE FUND CLASS W (IWEDX)

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VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) Historical Return Chart

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VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) 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 06/04/2009 to 05/17/2024, the worst annualized return of 3-year rolling returns for VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is -3.08%.

From 06/04/2009 to 05/17/2024, the worst annualized return of 5-year rolling returns for VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is 0.57%.

From 06/04/2009 to 05/17/2024, the worst annualized return of 10-year rolling returns for VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is 6.86%.

From 06/04/2009 to 05/17/2024, the worst annualized return of 20-year rolling returns for VOYA LARGE CAP VALUE FUND CLASS W (IWEDX) is NA.

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