- ISIN
- US92914L8164
- Issuer
- Voya
- Inception Date
- Apr 29, 2010
- Category
- Diversified Portfolio
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
IAGIX Performance Chart
Voya Solution Moderately Aggressive Portfolio (IAGIX) is up 9.5% since the beginning of the year. IAGIX is currently trading at $12 per share. Investors who bought $1,000 worth of IAGIX shares 5 years ago would now be looking at an investment worth $1,491.
Loading charts...
Returns By Period
Voya Solution Moderately Aggressive Portfolio (IAGIX) has returned 9.50% so far this year and 21.83% over the past 12 months. Over the last ten years, IAGIX has returned 10.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Voya Solution Moderately Aggressive Portfolio
- 1D
- 0.24%
- 1M
- 4.31%
- YTD
- 9.50%
- 6M
- 9.70%
- 1Y
- 21.83%
- 3Y*
- 16.67%
- 5Y*
- 8.32%
- 10Y*
- 10.09%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
IAGIX Monthly Returns History
Based on dividend-adjusted daily data since May 6, 2010, IAGIX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.
Historically, 66% of months were positive and 34% 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 52% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.49% | 0.35% | -5.35% | 7.94% | 3.97% | 0.24% | 9.50% | ||||||
| 2025 | 2.94% | -0.93% | -3.59% | -0.08% | 4.53% | 3.95% | 1.12% | 2.04% | 2.31% | 1.45% | 0.09% | 0.54% | 15.06% |
| 2024 | 0.36% | 3.56% | 2.58% | -3.69% | 3.74% | 1.84% | 2.06% | 2.06% | 1.78% | -0.24% | 3.35% | -2.93% | 15.10% |
| 2023 | 6.67% | -2.63% | 2.33% | 0.73% | -0.72% | 5.00% | 2.60% | -1.97% | -4.06% | -2.66% | 8.00% | 4.97% | 18.81% |
| 2022 | -5.02% | -2.27% | 0.98% | -7.72% | 0.23% | -7.15% | 7.21% | -3.35% | -8.41% | 5.57% | 5.87% | -4.43% | -18.40% |
| 2021 | -0.38% | 3.32% | 2.49% | 3.85% | 0.69% | 1.36% | 0.87% | 2.14% | -3.66% | 4.42% | -1.98% | 3.37% | 17.43% |
Benchmark Metrics
Voya Solution Moderately Aggressive Portfolio has an annualized alpha of -0.63%, 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 89.57% of S&P 500 Index downside but only 79.99% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.63%
- Beta
- 0.82
- R²
- 0.93
- Upside Capture
- 79.99%
- Downside Capture
- 89.57%
Expense Ratio
IAGIX has an expense ratio of 0.27%, which is considered low.
Return for Risk
Risk / Return Rank
IAGIX ranks 74 for risk / return — better than 74% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya Solution Moderately Aggressive Portfolio (IAGIX) and compare them to S&P 500 Index.
| IAGIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 2.39 | +0.08 |
Sortino ratioReturn per unit of downside risk | 3.57 | 3.25 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.43 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.25 | 3.11 | +0.14 |
Martin ratioReturn relative to average drawdown | 16.00 | 14.38 | +1.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Voya Solution Moderately Aggressive Portfolio provided a 24.67% dividend yield over the last twelve months, with an annual payout of $3.04 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.04 | $3.04 | $0.31 | $1.04 | $2.27 | $0.27 | $1.16 | $1.36 | $0.90 | $0.35 | $0.33 | $2.34 |
Dividend yield | 24.67% | 27.02% | 2.43% | 9.29% | 21.89% | 1.73% | 8.74% | 10.60% | 7.73% | 2.60% | 2.83% | 20.42% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $1.97 | $0.00 | $0.00 | $0.00 | $3.04 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.27 | $0.00 | $0.00 | $0.00 | $0.00 | $2.27 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 |
Drawdowns
Drawdowns Chart
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.
Loading charts...
Worst Drawdowns
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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -32.68%Mar 2020 | 1mo 2d | 5mo 12d | 6mo 14dFeb 2020 - Sep 2020 |
Bear market2022 | -24.61%Oct 2022 | 11mo 1d | 1y 4mo | 2y 3moNov 2021 - Mar 2024 |
2011 bear market2011 | -21.16%Oct 2011 | 5mo 4d | 11mo 16d | 1y 4moMay 2011 - Sep 2012 |
Rate-hike selloffLate 2018 | -17.28%Dec 2018 | 10mo 29d | 6mo 11d | 1y 5moJan 2018 - Jul 2019 |
2016 correction2016 | -14.76%Feb 2016 | 6mo 4d | 6mo | 12mo 4dAug 2015 - Aug 2016 |
Drawdown Indicators
| IAGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.68% | -56.78% | +24.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -9.10% | +1.42% |
Max Drawdown (3Y)Largest decline over 3 years | -14.34% | -18.90% | +4.56% |
Max Drawdown (5Y)Largest decline over 5 years | -24.61% | -25.43% | +0.82% |
Max Drawdown (10Y)Largest decline over 10 years | -32.68% | -33.92% | +1.24% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -10.72% | +6.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 1.97% | -0.46% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with IAGIX
Add Voya Solution Moderately Aggressive Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with IAGIX