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Voya Target Retirement 2040 A (VTRJX)
13.97
+0.05
+(0.36%)
At close: April 17 at 8:02:20 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.51% |
| 5y Average Return | 10.41% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 17, 2025) | 23.42% |
| Worst 1Y Total Return (Apr 17, 2025) | -- |
| Best 3Y Total Return | 23.42% |
| Worst 3Y Total Return | 3.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VTRJX
Category
- YTD
- -0.62%
- 10.80%
- 1-Month
- -3.13%
- 1.06%
- 3-Month
- -0.62%
- 6.14%
- 1-Year
- 5.71%
- 33.59%
- 3-Year
- 5.10%
- 12.99%
- 5-Year
- 13.13%
- 12.87%
- 10-Year
- 7.57%
- 9.72%
- Last Bull Market
- 13.84%
- 19.05%
- Last Bear Market
- -14.13%
- -17.54%
Annual Total Return (%) History
Year
VTRJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.62% | -- | -- | -- |
| 2024 | 6.61% | 1.71% | 6.24% | -1.57% |
| 2023 | 6.31% | 4.85% | -3.82% | 10.81% |
| 2022 | -6.09% | -14.13% | -6.70% | 8.25% |
| 2021 | 4.37% | 6.48% | -0.86% | 6.42% |
| 2020 | -19.49% | 18.18% | 7.37% | 14.25% |
| 2019 | 10.79% | 3.30% | 0.56% | 7.25% |
| 2018 | -1.03% | 0.32% | 3.50% | -11.13% |
| 2017 | 5.65% | 3.40% | 4.43% | 5.13% |
| 2016 | -0.09% | 1.61% | 4.37% | 1.16% |
Rank in Category (By Total Return)
| YTD | 83 |
| 1-Month | 77 |
| 3-Month | 83 |
| 1-Year | 46 |
| 3-Year | 58 |
| 5-Year | 22 |
Load Adjusted Returns
| 1-Year | -0.37% |
| 3-Year | 3.05% |
| 5-Year | 11.80% |
| 10-Year | 6.94% |
Performance & Risk
| YTD Return | -4.51% |
| 5y Average Return | 10.41% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | Voya |
| Net Assets | 116.88M |
| YTD Return | -0.62% |
| Yield | 2.02% |
| 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: 74% in equity securities and 26% in debt instruments.
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