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ISDAX: VOYA INDEX SOLUTION 2025 PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 03/11/2008 |
| Last Dividend Date: | 08/07/2025 |
| 12-Mo. Yield | 5.52% |
| Expenses | 0.44% |
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Performance Analytics (As of 08/27/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/11/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.9 | 6.5 | 1.4 | 4.1 | 5.6 | 4.1 | 5.5 | 8.6 | 9.4 | -24.4 | 5.6 | 9.3 | 18.1 | -5.4 | 14.2 | 6.7 | -1.8 | 5.6 | 16.6 | 12.8 | -2.1 | 10.6 | 24.2 | -25.8 |
| Sharpe Ratio | NA | 0.23 | 0.34 | -0.07 | 0.25 | NA | 0.25 | 0.64 | 0.72 | 0.66 | -1.61 | 0.64 | 0.46 | 2.58 | -0.76 | 3.21 | 0.71 | -0.21 | 0.69 | 2.05 | 1.37 | -0.12 | 0.74 | 1.19 | -1.13 |
| Draw Down(%) | NA | 6.8 | 11.2 | 30.3 | 30.3 | NA | 42.8 | 6.7 | 3.9 | 11.2 | 28.7 | 6.1 | 22.2 | 3.2 | 11.7 | 1.4 | 7.1 | 9.6 | 5.7 | 6.4 | 7.9 | 16.0 | 11.6 | 21.5 | 34.5 |
| Standard Deviation(%) | NA | 7.9 | 9.1 | 10.5 | 10.7 | NA | 13.0 | 8.7 | 6.9 | 8.8 | 16.1 | 8.6 | 19.5 | 6.4 | 8.9 | 4.2 | 9.1 | 8.9 | 8.1 | 8.0 | 9.3 | 17.2 | 14.1 | 20.3 | 28.0 |
| Treynor Ratio | NA | 0.02 | 0.03 | -0.01 | 0.07 | NA | 0.07 | 0.06 | 0.05 | 0.06 | -0.28 | 0.06 | 0.09 | 3.15 | -0.32 | 0.13 | 0.07 | -0.02 | 0.07 | 0.17 | 0.14 | -0.02 | 0.13 | 0.36 | -1.0 |
| Alpha | NA | -0.02 | -0.01 | -0.02 | 0.0 | NA | 0.0 | -0.02 | 0.0 | -0.02 | -0.05 | -0.01 | -0.01 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.1 |
| Beta | NA | 0.88 | 0.97 | 0.96 | 0.4 | NA | 0.48 | 0.86 | 0.98 | 1.03 | 0.93 | 0.96 | 1.0 | 0.05 | 0.21 | 1.01 | 0.99 | 0.85 | 0.79 | 0.97 | 0.95 | 0.93 | 0.79 | 0.67 | 0.31 |
| RSquared | NA | 0.89 | 0.9 | 0.74 | 0.36 | NA | 0.38 | 0.87 | 0.97 | 0.81 | 0.63 | 0.67 | 0.96 | 0.09 | 0.25 | 0.94 | 0.98 | 0.82 | 0.51 | 0.93 | 0.9 | 0.86 | 0.61 | 0.49 | 0.14 |
| Yield(%) | N/A | 5.5 | 3.2 | 2.4 | 3.7 | 5.2 | N/A | 5.6 | 1.6 | 1.9 | 1.6 | 1.8 | 1.5 | 5.5 | 3.5 | 3.5 | 9.5 | 9.9 | 6.6 | 4.4 | 4.0 | 6.0 | 0.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 262.6 | 58.5 | -44.1 | N/A | N/A | N/A | 262.6 | -7.1 | -13.2 | -5.6 | 25.7 | -68.9 | 41.5 | 11.2 | -63.7 | -15.4 | 50.1 | 64.2 | 20.7 | -38.5 | 2288.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2008
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