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ISWAX: VOYA SOLUTION INCOME PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 11.41 0(0.0%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 04/29/2005 |
| Last Dividend Date: | 08/04/2025 |
| 12-Mo. Yield | 3.49% |
| Expenses | 1.08% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/29/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 4.7 | 12.0 | 9.0 | 0.3 | 3.5 | 3.7 | 3.8 | 3.8 | 10.6 | 5.8 | 10.6 | -24.3 | 2.2 | 11.3 | 12.9 | -3.3 | 9.1 | 4.3 | -0.3 | 5.5 | 6.7 | 9.6 | 0.3 | 8.6 | 19.1 | -18.0 | 4.6 | 7.0 | 3.4 |
| Sharpe Ratio | NA | 1.32 | 1.7 | 0.92 | -0.27 | 0.24 | NA | NA | 0.35 | 1.23 | 0.4 | 1.06 | -1.8 | 0.39 | 0.98 | 3.51 | -0.96 | 3.3 | 0.85 | -0.07 | 1.34 | 1.43 | 1.11 | 0.04 | 1.39 | 1.74 | -1.52 | 0.3 | 1.12 | 1.07 |
| Draw Down(%) | NA | 4.7 | 4.7 | 6.6 | 29.5 | 29.5 | NA | NA | 29.5 | 5.5 | 3.1 | 6.6 | 27.5 | 4.9 | 16.7 | 1.1 | 6.9 | 1.0 | 3.4 | 5.3 | 2.9 | 5.2 | 5.8 | 9.1 | 4.7 | 11.7 | 22.4 | 2.8 | 2.4 | 1.8 |
| Standard Deviation(%) | NA | 6.6 | 5.5 | 6.2 | 8.5 | 7.4 | NA | NA | 7.3 | 6.3 | 5.5 | 6.6 | 14.3 | 5.7 | 11.3 | 3.2 | 4.9 | 2.6 | 4.7 | 4.7 | 4.1 | 4.6 | 8.6 | 7.9 | 6.1 | 10.9 | 12.4 | 4.9 | 3.3 | 2.4 |
| Treynor Ratio | NA | 0.09 | 0.09 | 0.05 | -0.02 | 0.02 | NA | NA | 0.03 | 0.07 | 0.02 | 0.06 | -0.26 | 0.02 | 0.1 | 0.12 | -0.05 | 0.08 | 0.04 | 0.0 | 0.06 | 0.06 | 0.09 | 0.0 | 0.1 | 0.21 | -0.41 | 0.02 | 0.06 | 0.04 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.05 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.02 | -0.06 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 1.0 | 1.03 | 1.1 | 1.05 | 1.07 | NA | NA | 0.91 | 1.17 | 1.09 | 1.09 | 0.99 | 0.95 | 1.15 | 0.96 | 1.0 | 1.02 | 1.08 | 0.97 | 0.96 | 1.14 | 1.06 | 1.17 | 0.85 | 0.9 | 0.46 | 0.7 | 0.57 | 0.64 |
| RSquared | NA | 0.9 | 0.89 | 0.93 | 0.59 | 0.7 | NA | NA | 0.53 | 0.94 | 0.93 | 0.92 | 0.38 | 0.49 | 0.96 | 0.91 | 0.77 | 0.79 | 0.93 | 0.79 | 0.55 | 0.91 | 0.2 | 0.79 | 0.54 | 0.48 | 0.18 | 0.44 | 0.48 | 0.75 |
| Yield(%) | N/A | 0.0 | 3.5 | 3.4 | 2.7 | 3.2 | 3.5 | 3.5 | N/A | 3.6 | 2.6 | 3.9 | 3.3 | 2.8 | 2.2 | 5.0 | 4.7 | 2.4 | 2.2 | 6.1 | 2.4 | 3.2 | 4.8 | 4.0 | 3.3 | 6.2 | 3.2 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 41.5 | -5.0 | -4.7 | 0.9 | N/A | N/A | N/A | 41.5 | -28.8 | -14.3 | 19.3 | 36.3 | -52.1 | -0.9 | 105.2 | 15.0 | -67.0 | 164.6 | -22.8 | -29.8 | 14.1 | 28.1 | -40.4 | 53.7 | 350.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2005
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