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Nasdaq - Delayed Quote USD

Voya Balanced Income A (IIFAX)

9.32
-0.23
(-2.41%)
At close: April 4 at 8:01:13 PM EDT

Fund Summary

Under normal market conditions, the manager intends to invest approximately 60% of its assets in debt securities and approximately 40% of its assets in equity securities ("Target Allocation"). The Portfolio may also invest in derivatives, including options, futures, index futures, swaps (including interest rate swaps, total return swaps, and credit default swaps), and currency forwards, as a substitute for taking a position in an underlying asset, to make tactical asset allocations, to seek to minimize risk, to enhance returns, and/or assist in managing cash.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 17.93%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 4

Performance & Risk

YTD Return -2.51%
5y Average Return 6.92%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
IIFAXCategory AverageIIFAXCategory AverageIIFAXCategory Average
Alpha 0.02 -0.01 0.18 -0.01 -0.62 -0
BETA 0.69 0.01 0.7 0.01 0.83 0.01
Mean Annual Return 0.38 0.01 0.61 0.01 0.42 0.01
R-squared 93.85 0.92 94.18 0.91 86.65 0.91
Standard Deviation 8.97 0.1 8.33 0.08 8.97 0.07
Sharpe Ratio 0.01 0.01 0.55 0.01 0.34 0.01
Treynor Ratio -0.5 0.09 6.42 0.08 3.34 0.07

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