Voya Index Solution 2050 Portfolio (IDXQX)
Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a combination of underlying funds which are passively managed index funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the Portfolio uses an asset allocation strategy designed for investors expecting to retire around the year 2050.
Fund Info
| ISIN | US92914J8861 |
|---|---|
| Issuer | Voya |
| Inception Date | Oct 2, 2011 |
| Category | Target Retirement Date |
| Min. Investment | $0 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
IDXQX has an expense ratio of 0.22%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Voya Index Solution 2050 Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Voya Index Solution 2050 Portfolio had a return of 13.83% year-to-date (YTD) and 21.39% in the last 12 months. Over the past 10 years, Voya Index Solution 2050 Portfolio had an annualized return of 8.44%, while the S&P 500 had an annualized return of 10.92%, indicating that Voya Index Solution 2050 Portfolio did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.83% | 17.95% |
| 1 month | 3.16% | 3.13% |
| 6 months | 8.27% | 9.95% |
| 1 year | 21.39% | 24.88% |
| 5 years (annualized) | 10.21% | 13.37% |
| 10 years (annualized) | 8.44% | 10.92% |
Monthly Returns
The table below presents the monthly returns of IDXQX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.11% | 4.16% | 3.11% | -3.87% | 4.42% | 1.53% | 2.19% | 1.65% | 13.83% | ||||
| 2023 | 7.12% | -3.00% | 2.67% | 1.00% | -1.11% | 5.68% | 3.25% | -2.81% | -4.43% | -2.86% | 8.76% | 5.35% | 20.20% |
| 2022 | -4.80% | -2.74% | 1.53% | -7.73% | 0.42% | -7.77% | 6.88% | -3.69% | -9.36% | 6.12% | 7.65% | -4.46% | -18.17% |
| 2021 | -0.26% | 2.64% | 2.68% | 3.89% | 1.37% | 1.12% | 0.46% | 2.48% | -4.11% | 5.02% | -2.27% | 3.89% | 17.84% |
| 2020 | -1.08% | -7.07% | -13.31% | 10.42% | 4.40% | 2.54% | 4.53% | 5.69% | -3.04% | -2.19% | 11.66% | 4.60% | 15.28% |
| 2019 | 7.35% | 2.47% | 1.36% | 3.17% | -5.44% | 6.19% | 0.24% | -1.68% | 1.88% | 2.33% | 2.40% | 2.99% | 25.17% |
| 2018 | 4.77% | -4.09% | -1.32% | 0.43% | 0.61% | -0.36% | 2.85% | 1.10% | 0.24% | -7.07% | 1.61% | -6.85% | -8.48% |
| 2017 | 2.17% | 2.76% | 0.76% | 1.37% | 1.62% | 0.60% | 2.31% | 0.20% | 1.95% | 1.98% | 2.12% | 1.22% | 20.75% |
| 2016 | -5.00% | -0.66% | 6.62% | 0.93% | 0.85% | 0.08% | 3.66% | 0.15% | 0.52% | -2.13% | 1.72% | 1.91% | 8.53% |
| 2015 | -1.38% | 5.15% | -0.98% | 1.41% | 0.49% | -2.15% | 0.85% | -5.62% | -3.24% | 6.94% | -0.31% | -1.99% | -1.46% |
| 2014 | -3.47% | 4.83% | 0.21% | 0.49% | 1.94% | 1.97% | -1.94% | 3.16% | -2.87% | 1.70% | 1.60% | -1.29% | 6.17% |
| 2013 | 4.58% | 0.32% | 2.70% | 2.09% | 0.38% | -1.96% | 4.84% | -2.50% | 4.53% | 3.65% | 1.61% | 2.09% | 24.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IDXQX is 67, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Voya Index Solution 2050 Portfolio (IDXQX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Voya Index Solution 2050 Portfolio granted a 0.21% dividend yield in the last twelve months. The annual payout for that period amounted to $0.04 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $1.46 | $2.13 | $0.86 | $0.81 | $0.74 | $0.51 | $0.15 | $0.05 | $0.82 | $1.19 | $0.75 |
Dividend yield | 0.21% | 8.35% | 13.40% | 3.92% | 4.17% | 4.22% | 3.47% | 0.91% | 0.36% | 6.44% | 8.66% | 5.29% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Index Solution 2050 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.04 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.46 | $0.00 | $0.00 | $0.00 | $0.00 | $1.46 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 |
| 2013 | $0.75 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Voya Index Solution 2050 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 2050 Portfolio was 32.28%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.
The current Voya Index Solution 2050 Portfolio drawdown is 0.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.28% | Feb 13, 2020 | 27 | Mar 23, 2020 | 108 | Aug 25, 2020 | 135 |
| -25.75% | Nov 9, 2021 | 235 | Oct 14, 2022 | 331 | Feb 9, 2024 | 566 |
| -17.94% | Jan 29, 2018 | 229 | Dec 24, 2018 | 130 | Jul 2, 2019 | 359 |
| -16.61% | May 22, 2015 | 183 | Feb 11, 2016 | 143 | Sep 6, 2016 | 326 |
| -11.49% | Oct 28, 2011 | 20 | Nov 25, 2011 | 38 | Jan 23, 2012 | 58 |
Volatility
Volatility Chart
The current Voya Index Solution 2050 Portfolio volatility is 3.10%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.