NasdaqGM - Delayed Quote • USD
Voya Target Retirement 2040 I (IRSOX)
As of 8:05 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.68% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IRSOX | Category Average | IRSOX | Category Average | IRSOX | Category Average | |
| Alpha | 2.79 | -0.01 | 2.44 | -0.01 | 0.92 | -0.01 |
| BETA | 1.23 | 0.01 | 1.3 | 0.01 | 1.33 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 0.95 | 0.01 | 0.73 | 0.01 |
| R-squared | 97.1 | 0.98 | 97.56 | 0.98 | 97.18 | 0.97 |
| Standard Deviation | 15.73 | 0.15 | 16.19 | 0.13 | 13.44 | 0.12 |
| Sharpe Ratio | 0.11 | 0.01 | 0.56 | 0.01 | 0.53 | 0.01 |
| Treynor Ratio | 0.4 | 0.09 | 6.32 | 0.09 | 4.86 | 0.07 |
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