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
ISPGX: VOYA SOLUTION MODERATELY CONSERVATIVE PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/03/2007 |
| Last Dividend Date: | 07/11/2024 |
| 12-Mo. Yield | 9.06% |
| Expenses | 1.24% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/16/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/03/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 9.7 | 0.6 | 4.4 | 4.3 | 6.0 | 3.9 | 5.6 | 11.4 | -15.9 | 9.3 | 11.0 | 14.6 | -4.5 | 10.1 | 5.6 | -0.6 | 5.3 | 9.2 | 11.8 | -0.9 | 9.8 | 22.5 | -25.6 | -0.1 |
| Sharpe Ratio | NA | 0.9 | -0.23 | 0.28 | 0.39 | NA | 0.32 | 1.19 | 1.04 | -1.52 | 1.55 | 0.67 | 2.82 | -0.95 | 3.14 | 0.86 | -0.1 | 0.99 | 1.64 | 1.59 | -0.07 | 0.97 | 1.35 | -1.44 | -0.32 |
| Draw Down(%) | NA | 6.9 | 20.0 | 22.0 | 22.0 | NA | 37.0 | 3.3 | 6.9 | 19.7 | 2.9 | 22.0 | 2.2 | 9.0 | 1.2 | 4.9 | 6.7 | 3.7 | 5.5 | 4.7 | 12.7 | 7.6 | 16.9 | 28.9 | 4.9 |
| Standard Deviation(%) | NA | 6.5 | 8.4 | 10.0 | 8.1 | NA | 9.8 | 5.9 | 6.9 | 11.5 | 6.0 | 16.0 | 4.7 | 6.2 | 3.0 | 6.3 | 6.0 | 5.3 | 5.6 | 7.4 | 11.9 | 10.0 | 16.6 | 18.3 | 8.8 |
| Treynor Ratio | NA | 0.09 | -0.03 | 0.04 | 0.05 | NA | 0.05 | 0.1 | 0.11 | -0.25 | 0.14 | 0.15 | 0.21 | -0.11 | 0.14 | 0.07 | -0.01 | 0.09 | 0.12 | 0.16 | -0.01 | 0.13 | 0.32 | -0.88 | -0.04 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | -0.02 | 0.0 | 0.03 | -0.09 | -0.01 |
| Beta | NA | 0.69 | 0.69 | 0.71 | 0.69 | NA | 0.62 | 0.72 | 0.66 | 0.7 | 0.65 | 0.73 | 0.64 | 0.55 | 0.69 | 0.78 | 0.61 | 0.56 | 0.76 | 0.74 | 0.8 | 0.74 | 0.71 | 0.3 | 0.64 |
| RSquared | NA | 0.83 | 0.92 | 0.9 | 0.87 | NA | 0.58 | 0.86 | 0.82 | 0.96 | 0.86 | 0.88 | 0.93 | 0.77 | 0.84 | 0.93 | 0.78 | 0.49 | 0.89 | 0.52 | 0.83 | 0.62 | 0.5 | 0.15 | 0.63 |
| Yield(%) | N/A | 9.1 | 7.4 | 6.6 | 5.8 | 6.4 | N/A | 3.2 | 6.3 | 13.0 | 2.1 | 4.6 | 3.9 | 4.3 | 1.9 | 8.5 | 8.6 | 8.3 | 5.3 | 2.6 | 1.4 | 2.1 | 0.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -46.3 | 99.4 | 4.2 | N/A | N/A | N/A | -46.6 | -65.0 | 559.7 | -52.1 | 31.4 | -16.7 | 144.3 | -78.0 | -11.4 | 0.6 | 59.9 | 126.2 | 75.9 | -25.8 | 1483.3 | 300.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
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 Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 07/16/2024.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) (100%)
Latest Articles Related to ISPGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
