Unlock stock picks and a broker-level newsfeed that powers Wall Street.

NasdaqGM - Delayed Quote USD

Voya Target Retirement 2030 I (IRSMX)

12.87
+0.03
+(0.23%)
At close: April 17 at 7:07:43 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.09%
5y Average Return 8.12%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2025) 20.69%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 20.69%
Worst 3Y Total Return 1.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IRSMX
Category
YTD
0.15%
7.97%
1-Month
-2.42%
0.98%
3-Month
0.15%
5.18%
1-Year
5.69%
25.53%
3-Year
4.07%
11.28%
5-Year
10.43%
10.98%
10-Year
6.47%
8.54%
Last Bull Market
12.13%
17.21%
Last Bear Market
-12.11%
-15.52%

Annual Total Return (%) History

Year
IRSMX
Category
2025
--
--
2024
10.72%
--
2023
15.67%
--
2022
-17.48%
--
2021
13.45%
--
2020
14.48%
12.99%
2019
20.69%
20.07%
2018
-6.83%
-6.25%

2017
17.35%
16.57%
2016
6.81%
7.33%
2015
-0.65%
-1.79%
2014
6.11%
5.04%
2013
19.32%
16.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.15% -- -- --
2024 4.92% 1.33% 6.01% -1.76%
2023 5.55% 3.51% -3.56% 9.78%
2022 -6.09% -12.11% -6.06% 6.43%
2021 2.74% 5.61% -0.53% 5.12%
2020 -16.28% 15.49% 6.05% 11.66%
2019 9.35% 3.27% 0.97% 5.84%
2018 -1.05% 0.33% 3.10% -8.96%
2017 4.88% 3.10% 3.84% 4.51%
2016 0.38% 1.78% 3.69% 0.82%

2015 2.80% -0.73% -6.03% 3.60%
2014 1.06% 3.86% -1.27% 2.39%
2013 6.04% 0.28% 5.68% 6.18%

Rank in Category (By Total Return)

YTD 88
1-Month 86
3-Month 88
1-Year 43
3-Year 48
5-Year 12

Load Adjusted Returns

1-Year 5.69%
3-Year 4.07%
5-Year 10.43%
10-Year 6.47%

Performance & Risk

YTD Return -3.09%
5y Average Return 8.12%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family Voya
Net Assets 164.07M
YTD Return 0.15%
Yield 1.72%
Morningstar Rating
Inception Date Dec 20, 2012

Fund Summary

The fund invests primarily in a combination of underlying funds, which are actively managed funds or passively managed funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the fund uses an asset allocation strategy designed for investors expecting to retire around the year 2030. The fund's current approximate target investment allocation among the underlying funds is as follows: 53% in equity securities and 47% in debt instruments.

Related Tickers