NasdaqGM - Delayed Quote USD

Voya Target Retirement 2040 I (IRSOX)

14.87 +0.10 (+0.68%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 12.40%
5y Average Return 9.89%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Sep 12, 2024) 23.68%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 23.68%
Worst 3Y Total Return 3.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IRSOX
Category
YTD
13.53%
10.80%
1-Month
2.11%
1.06%
3-Month
6.07%
6.14%
1-Year
20.59%
33.59%
3-Year
4.22%
12.99%
5-Year
10.62%
12.87%
10-Year
8.15%
9.72%
Last Bull Market
21.58%
19.05%
Last Bear Market
-14.10%
-17.54%

Annual Total Return (%) History

Year
IRSOX
Category
2024
--
--
2023
19.25%
--
2022
-18.41%
--
2021
17.68%
--
2020
16.92%
14.56%
2019
23.68%
23.19%
2018
-8.35%
-7.74%
2017
20.17%
19.52%

2016
7.46%
7.95%
2015
-1.08%
-1.99%
2014
6.08%
5.25%
2013
22.74%
19.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.73% 1.77% -- --
2023 6.44% 4.98% -3.79% 10.93%
2022 -6.05% -14.10% -6.65% 8.30%
2021 4.49% 6.51% -0.73% 6.52%
2020 -19.48% 18.19% 7.49% 14.29%
2019 10.84% 3.29% 0.72% 7.27%
2018 -0.95% 0.40% 3.57% -11.01%
2017 5.73% 3.47% 4.50% 5.12%
2016 0.00% 1.60% 4.55% 1.16%
2015 2.88% -0.27% -7.61% 4.35%

2014 1.03% 4.27% -1.64% 2.38%
2013 6.74% 0.57% 6.84% 7.02%

Rank in Category (By Total Return)

YTD 22
1-Month 50
3-Month 17
1-Year 20
3-Year 23
5-Year 13

Load Adjusted Returns

1-Year 20.59%
3-Year 4.22%
5-Year 10.62%
10-Year 8.15%

Performance & Risk

YTD Return 12.40%
5y Average Return 9.89%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Voya
Net Assets 112.54M
YTD Return 13.53%
Yield 1.87%
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 2040. The fund's current approximate target investment allocation among the underlying funds is as follows: 77% in equity securities and 23% in debt instruments.

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