Voya Solution Moderately Aggressive Portfolio (IAGIX)

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The chart shows the growth of an initial investment of $10,000 in Voya Solution Moderately Aggressive Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Voya Solution Moderately Aggressive Portfolio (IAGIX) has returned -4.97% so far this year and 11.20% over the past 12 months. Over the last ten years, IAGIX has returned 8.75% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 6, 2010, IAGIX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, your investment would double in approximately 7.4 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +10.9%, while the worst month was Mar 2020 at -14.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IAGIX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +7.9%, while the worst single day was Mar 16, 2020 at -10.2%.

Voya Solution Moderately Aggressive Portfolio has an annualized alpha of -0.59%, beta of 0.82, and R² of 0.93 versus S&P 500 Index. Calculated based on daily prices since May 07, 2010.

• This fund participated in 89.56% of S&P 500 Index downside but only 80.29% of its upside — more exposed to losses than it benefited from rallies.

IAGIX has an expense ratio of 0.27%, which is considered low.

IAGIX ranks 34 for risk / return — below 34% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Voya Solution Moderately Aggressive Portfolio (IAGIX) and compare them to a chosen benchmark (S&P 500 Index).

Voya Solution Moderately Aggressive Portfolio provided a 28.43% dividend yield over the last twelve months, with an annual payout of $3.04 per share.

The table displays the monthly dividend distributions for Voya Solution Moderately Aggressive Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Voya Solution Moderately Aggressive Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Voya Solution Moderately Aggressive Portfolio was 32.68%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.

The current Voya Solution Moderately Aggressive Portfolio drawdown is 7.68%.

The chart below shows the rolling one-month volatility.