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Voya Index Solution 2040 Port S2 (IDXNX)

19.15
+0.01
+(0.05%)
At close: 8:01:12 PM EDT

Fund Summary

Under normal circumstances, the Portfolio invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a combination of passively managed index funds (collectively, the “underlying funds”). The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments, and the Portfolio uses an asset allocation strategy designed for investors expecting to retire around the year 2040.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 23.36%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 4.81%
5y Average Return 11.01%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
IDXNXCategory AverageIDXNXCategory AverageIDXNXCategory Average
Alpha 1.48 -0.01 1.79 -0.01 0.23 -0.01
BETA 1.19 0.01 1.24 0.01 1.3 0.01
Mean Annual Return 0.73 0.01 0.91 0.01 0.66 0.01
R-squared 96.94 0.98 97.1 0.98 97.23 0.97
Standard Deviation 14.5 0.15 14.07 0.13 13.28 0.12
Sharpe Ratio 0.29 0.01 0.57 0.01 0.45 0.01
Treynor Ratio 2.77 0.09 6.08 0.09 4.07 0.07

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