Nasdaq - Delayed Quote USD

Voya Target Retirement 2065 A (VTAUX)

12.49
-0.02
(-0.16%)
At close: 8:02:20 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.20%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (May 15, 2025) 20.54%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 20.54%
Worst 3Y Total Return 4.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VTAUX
Category
YTD
-1.01%
0.00%
1-Month
0.26%
0.00%
3-Month
-3.99%
0.00%
1-Year
10.33%
0.00%
3-Year
8.88%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
14.99%
0.00%
Last Bear Market
-15.10%
0.00%

Annual Total Return (%) History

Year
VTAUX
Category
2025
--
--
2024
15.32%
--
2023
20.54%
--
2022
-19.01%
--
2021
18.96%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.26% -- -- --
2024 7.61% 2.01% 6.42% -1.28%
2023 6.80% 5.53% -3.96% 11.35%
2022 -6.18% -15.10% -6.90% 9.21%
2021 5.08% 6.80% -1.00% 7.08%
2020 15.55% -- -- --

Rank in Category (By Total Return)

YTD 76
1-Month 67
3-Month 72
1-Year 37
3-Year 60
5-Year --

Load Adjusted Returns

1-Year 3.98%
3-Year 6.75%
5-Year --
10-Year --

Performance & Risk

YTD Return 4.20%
5y Average Return 0.00%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category Target-Date 2065+
Fund Family Voya
Net Assets 23.58M
YTD Return -1.01%
Yield 1.66%
Morningstar Rating
Inception Date Jul 29, 2020

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 2065. The fund's current approximate target investment allocation among the underlying funds is as follows: 95% in equity securities and 5% in debt instruments.

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