Nasdaq - Delayed Quote USD

Voya Target Retirement 2055 R6 (VTRRX)

14.92
-0.10
(-0.67%)
At close: 8:01:26 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.73%
5y Average Return 10.11%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Jan 24, 2025) 25.29%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 25.29%
Worst 3Y Total Return 4.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VTRRX
Category
YTD
15.55%
12.13%
1-Month
-3.03%
1.09%
3-Month
-1.11%
6.61%
1-Year
15.55%
37.63%
3-Year
4.23%
13.82%
5-Year
9.65%
13.76%
10-Year
8.79%
10.29%
Last Bull Market
15.16%
19.35%
Last Bear Market
-14.87%
-17.99%

Annual Total Return (%) History

Year
VTRRX
Category
2024
15.55%
--
2023
20.71%
--
2022
-18.82%
--
2021
19.08%
--
2020
17.53%
15.47%
2019
25.29%
24.91%
2018
-9.39%
-8.44%
2017
21.24%
21.08%

2016
7.51%
8.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.57% 2.08% 6.40% -1.11%
2023 6.78% 5.66% -3.98% 11.42%
2022 -6.24% -14.87% -6.76% 9.09%
2021 5.06% 6.94% -0.96% 7.01%
2020 -21.04% 19.57% 7.81% 15.47%
2019 11.71% 3.36% 0.55% 7.92%
2018 -1.01% 0.31% 3.74% -12.04%
2017 5.93% 3.68% 4.68% 5.46%
2016 -0.09% 1.59% 4.61% 1.26%

Rank in Category (By Total Return)

YTD 20
1-Month 28
3-Month 19
1-Year 20
3-Year 33
5-Year 8

Load Adjusted Returns

1-Year 15.55%
3-Year 4.23%
5-Year 9.65%
10-Year 8.79%

Performance & Risk

YTD Return 3.73%
5y Average Return 10.11%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family Voya
Net Assets 130.58M
YTD Return 15.55%
Yield 1.79%
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 2055. 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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