- ISIN
- US92914J7616
- Issuer
- Voya
- Inception Date
- Oct 2, 2011
- Category
- Target Retirement Date
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
IDXGX Performance Chart
Voya Index Solution 2030 Portfolio (IDXGX) is up 8.0% since the beginning of the year. IDXGX is currently trading at $20 per share. Investors who bought $1,000 worth of IDXGX shares 5 years ago would now be looking at an investment worth $1,394.
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Returns By Period
Voya Index Solution 2030 Portfolio (IDXGX) has returned 7.95% so far this year and 19.38% over the past 12 months. Over the last ten years, IDXGX has returned 8.96% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Voya Index Solution 2030 Portfolio
- 1D
- 0.20%
- 1M
- 3.66%
- YTD
- 7.95%
- 6M
- 8.36%
- 1Y
- 19.38%
- 3Y*
- 14.12%
- 5Y*
- 6.87%
- 10Y*
- 8.96%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
IDXGX Monthly Returns History
Based on dividend-adjusted daily data since Oct 4, 2011, IDXGX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.
Historically, 69% of months were positive and 31% were negative. The best month was Oct 2011 with a return of +9.6%, while the worst month was Mar 2020 at -10.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IDXGX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +6.1%, while the worst single day was Mar 16, 2020 at -7.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.42% | 1.21% | -4.67% | 5.76% | 2.93% | 0.35% | 7.95% | ||||||
| 2025 | 2.29% | 0.59% | -2.34% | 0.24% | 3.11% | 3.31% | 0.62% | 2.17% | 2.42% | 1.37% | 0.16% | 0.59% | 15.39% |
| 2024 | -0.07% | 2.36% | 2.44% | -3.38% | 3.43% | 1.25% | 2.23% | 2.01% | 1.69% | -1.36% | 2.16% | -2.53% | 10.45% |
| 2023 | 5.91% | -2.86% | 2.53% | 0.73% | -1.13% | 3.88% | 2.26% | -2.17% | -3.75% | -2.38% | 7.31% | 4.89% | 15.48% |
| 2022 | -4.00% | -2.14% | 0.34% | -6.36% | 0.42% | -5.87% | 5.42% | -3.24% | -7.74% | 3.82% | 6.06% | -3.33% | -16.42% |
| 2021 | -0.34% | 1.58% | 1.56% | 3.12% | 1.01% | 1.00% | 0.73% | 1.74% | -3.09% | 3.52% | -1.70% | 2.87% | 12.43% |
Benchmark Metrics
Voya Index Solution 2030 Portfolio has an annualized alpha of 0.33%, beta of 0.65, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since October 05, 2011.
- This fund participated in 75.59% of S&P 500 Index downside but only 66.33% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.65 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 0.33%
- Beta
- 0.65
- R²
- 0.90
- Upside Capture
- 66.33%
- Downside Capture
- 75.59%
Expense Ratio
IDXGX has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
IDXGX ranks 77 for risk / return — better than 77% 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 Index Solution 2030 Portfolio (IDXGX) and compare them to S&P 500 Index.
| IDXGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.41 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.26 | 2.93 | +0.33 |
| Martin ratioReturn relative to average drawdown | 15.31 | 13.52 | +1.79 |
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 Index Solution 2030 Portfolio provided a 2.47% dividend yield over the last twelve months, with an annual payout of $0.50 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.50 | $0.50 | $0.24 | $1.11 | $1.76 | $0.94 | $0.75 | $0.75 | $0.55 | $0.15 | $0.02 | $0.19 |
Dividend yield | 2.47% | 2.66% | 1.42% | 7.30% | 12.39% | 4.95% | 4.22% | 4.56% | 3.86% | 0.98% | 0.16% | 1.52% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Index Solution 2030 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 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.76 | $0.00 | $0.00 | $0.00 | $0.00 | $1.76 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Voya Index Solution 2030 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 Index Solution 2030 Portfolio was 25.45%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -25.45%Mar 2020 | 1mo 2d | 4mo 17d | 5mo 19dFeb 2020 - Aug 2020 |
Bear market2022 | -22.44%Oct 2022 | 11mo 9d | 1y 5mo | 2y 4moNov 2021 - Mar 2024 |
Rate-hike selloffLate 2018 | -13.79%Dec 2018 | 10mo 29d | 4mo 10d | 1y 3moJan 2018 - May 2019 |
2016 correction2016 | -12.99%Feb 2016 | 8mo 25d | 5mo 12d | 1y 2moMay 2015 - Jul 2016 |
2025 selloff2025 | -10.16%Apr 2025 | 1mo 18d | 1mo 8d | 2mo 26dFeb 2025 - May 2025 |
Drawdown Indicators
| IDXGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.45% | -56.78% | +31.33% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -9.10% | +2.53% |
Max Drawdown (3Y)Largest decline over 3 years | -10.16% | -18.90% | +8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -22.44% | -25.43% | +2.99% |
Max Drawdown (10Y)Largest decline over 10 years | -25.45% | -33.92% | +8.47% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -3.54% | -10.72% | +7.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 1.97% | -0.62% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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