It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
IGHSX: VOYA GLOBAL EQUITY PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 12.37 0.07(0.56%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 04/25/2008 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 7.38% |
| Expenses | 1.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 2.4 | 9.6 | 14.1 | 7.3 | 8.6 | 6.9 | 4.9 | 18.8 | 12.7 | 6.4 | -8.3 | 20.6 | -1.1 | 21.4 | -9.1 | 23.4 | 5.8 | -2.5 | 4.9 | 13.6 | 15.1 | -3.9 | 5.9 | 29.9 | -42.0 |
| Sharpe Ratio | NA | 0.32 | 0.75 | 1.04 | 0.39 | 0.47 | NA | 0.2 | 1.29 | 0.99 | 0.27 | -0.58 | 1.95 | -0.04 | 2.1 | -0.77 | 3.26 | 0.37 | -0.16 | 0.45 | 1.16 | 1.04 | -0.16 | 0.28 | 0.96 | -1.1 |
| Draw Down(%) | NA | 6.7 | 6.7 | 9.7 | 20.0 | 35.1 | NA | 60.6 | 9.7 | 6.6 | 7.8 | 20.0 | 5.1 | 35.1 | 6.0 | 19.3 | 2.2 | 11.2 | 16.6 | 9.6 | 11.0 | 12.5 | 22.3 | 18.6 | 32.5 | 52.3 |
| Standard Deviation(%) | NA | 10.0 | 9.3 | 10.5 | 12.0 | 14.7 | NA | 19.3 | 12.4 | 9.1 | 10.3 | 16.7 | 10.5 | 30.6 | 9.5 | 13.7 | 7.0 | 15.0 | 15.7 | 10.9 | 11.8 | 14.6 | 24.3 | 20.5 | 31.2 | 50.7 |
| Treynor Ratio | NA | 0.09 | 0.17 | 0.2 | 0.08 | 0.09 | NA | 0.04 | 0.24 | 0.17 | 0.04 | -0.14 | 0.3 | -0.01 | 0.24 | -0.12 | 0.27 | 0.07 | -0.03 | 0.05 | 0.15 | 0.17 | -0.04 | 0.06 | 0.29 | -0.57 |
| Alpha | NA | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | NA | 0.0 | -0.01 | 0.03 | -0.02 | 0.01 | 0.05 | -0.04 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.04 | 0.0 | 0.0 | 0.04 | -0.02 | -0.02 | 0.0 |
| Beta | NA | 0.36 | 0.41 | 0.55 | 0.62 | 0.79 | NA | 0.9 | 0.68 | 0.54 | 0.65 | 0.7 | 0.68 | 1.0 | 0.84 | 0.9 | 0.86 | 0.8 | 0.8 | 0.94 | 0.92 | 0.89 | 0.92 | 0.96 | 1.04 | 0.98 |
| RSquared | NA | 0.47 | 0.43 | 0.54 | 0.62 | 0.75 | NA | 0.86 | 0.62 | 0.5 | 0.6 | 0.73 | 0.66 | 0.92 | 0.84 | 0.81 | 0.77 | 0.81 | 0.6 | 0.88 | 0.92 | 0.96 | 0.97 | 0.97 | 0.95 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 15.0 | 6.2 | 6.1 | 2.3 | 2.6 | 2.0 | 8.2 | 4.4 | 2.3 | 2.6 | 0.5 | 3.0 | 3.6 | 4.1 | 3.1 | 3.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 154.7 | 2.8 | 139.4 | 3.7 | 22.8 | -72.2 | 60.1 | 130.8 | -6.2 | 383.0 | -82.2 | -12.3 | -2.6 | 24.1 | -0.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) (94%)
Best ETFs
- DGT (SPDR Global Dow ETF) (100%)
- TOK (iShares MSCI Kokusai ETF) (96%)
- ACWI (iShares MSCI ACWI ETF) (96%)
- DEW (WisdomTree Global High Dividend Fund) (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) (96%)
- IOO (iShares Global 100 ETF) (95%)
- VT (Vanguard Total World Stock ETF) (95%)
- SDIV (Global X SuperDividend ETF) (32%)
- URTH (iShares MSCI World ETF) (32%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) (31%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) (99%)
- BOE (BlackRock Global Opportunities Equity Trust) (99%)
- GLQ (Clough Global EF) (98%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) (98%)
- EOD (Allspring Global Dividend Opportunity Fund) (97%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) (97%)
Latest Articles Related to IGHSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
