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
IRMPX: VOYA RETIREMENT MODERATE PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 10.47 0(0.0%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 11/09/2009 |
| Last Dividend Date: | 09/05/2025 |
| 12-Mo. Yield | 10.49% |
| Expenses | 0.60% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 5.3 | 14.1 | 10.3 | 1.1 | 4.3 | 4.6 | 5.0 | 11.7 | 7.7 | 11.4 | -25.2 | 5.2 | 8.3 | 17.1 | -5.1 | 11.8 | 5.8 | -1.6 | 5.3 | 10.0 | 10.2 | 2.2 | 8.2 | 2.5 |
| Sharpe Ratio | NA | 1.42 | 1.73 | 1.03 | -0.14 | 0.28 | NA | 0.45 | 1.14 | 0.71 | 1.18 | -1.57 | 0.65 | 0.49 | 2.81 | -0.87 | 3.3 | 0.79 | -0.24 | 0.98 | 1.62 | 1.57 | 0.2 | 0.86 | 2.47 |
| Draw Down(%) | NA | 5.0 | 5.0 | 6.8 | 30.1 | 30.1 | NA | 30.1 | 6.7 | 3.3 | 6.5 | 29.1 | 5.3 | 18.4 | 2.5 | 10.2 | 1.2 | 5.0 | 8.0 | 4.1 | 6.2 | 5.0 | 9.5 | 7.0 | 1.1 |
| Standard Deviation(%) | NA | 7.3 | 6.6 | 6.9 | 9.9 | 9.5 | NA | 8.9 | 7.8 | 5.7 | 6.6 | 17.1 | 8.0 | 16.3 | 5.6 | 7.5 | 3.4 | 7.0 | 6.7 | 5.4 | 6.1 | 6.5 | 11.2 | 9.5 | 7.5 |
| Treynor Ratio | NA | 0.1 | 0.12 | 0.09 | -0.01 | 0.03 | NA | 0.04 | 0.09 | 0.05 | 0.11 | -0.25 | 0.05 | 0.07 | 0.12 | -0.05 | 0.11 | 0.04 | -0.02 | 0.05 | 0.08 | 0.07 | 0.01 | 0.07 | 0.15 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | -0.01 | -0.01 | NA | -0.01 | 0.0 | 0.01 | 0.02 | -0.07 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.05 | -0.01 | 0.03 |
| Beta | NA | 1.08 | 0.96 | 0.83 | 0.94 | 1.03 | NA | 1.09 | 0.96 | 0.84 | 0.68 | 1.07 | 1.1 | 1.1 | 1.3 | 1.2 | 1.02 | 1.37 | 1.01 | 1.08 | 1.2 | 1.49 | 1.67 | 1.18 | 1.23 |
| RSquared | NA | 0.7 | 0.54 | 0.64 | 0.48 | 0.59 | NA | 0.6 | 0.68 | 0.71 | 0.63 | 0.41 | 0.41 | 0.77 | 0.7 | 0.66 | 0.63 | 0.78 | 0.66 | 0.52 | 0.84 | 0.65 | 0.74 | 0.48 | 0.6 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.8 | 5.8 | 6.5 | 1.5 | 2.0 | 2.1 | 6.9 | 6.1 | 7.6 | 7.0 | 8.1 | 3.0 | 2.8 | 3.3 | 1.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 90.2 | -7.0 | 219.0 | -22.5 | -2.0 | -65.8 | 0.6 | -16.0 | 7.5 | -21.5 | 176.2 | 12.8 | -9.1 | 137.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/09/2009
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 Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
- PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) (99%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) (97%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 1.11% (83%)
- AOM (iShares Core Moderate Allocation ETF) 1.40% (82%)
- PCEF (Invesco CEF Income Composite ETF) 1.24% (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.86% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 3.29% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 1.01% (99%)
- FT (Franklin Universal Closed Fund) 0.0% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.31% (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) 0.41% (26%)
Latest Articles Related to IRMPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
