PortfoliosLab logoPortfoliosLab logo
Voya Index Solution 2050 Portfolio (IDXQX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US92914J8861
Issuer
Voya
Inception Date
Oct 2, 2011
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


Loading graphics...

S&P 500 Index

Returns By Period

Voya Index Solution 2050 Portfolio (IDXQX) has returned -4.52% so far this year and 15.90% over the past 12 months. Over the last ten years, IDXQX has returned 10.22% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Voya Index Solution 2050 Portfolio

1D
-1.56%
1M
-8.95%
YTD
-4.52%
6M
-1.77%
1Y
15.90%
3Y*
14.35%
5Y*
7.91%
10Y*
10.22%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 4, 2011, IDXQX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +11.7%, while the worst month was Mar 2020 at -13.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IDXQX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.3%, while the worst single day was Mar 16, 2020 at -10.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.69%1.13%-8.95%-4.52%
20253.18%-0.14%-3.56%0.40%5.17%4.35%0.91%2.77%3.25%1.85%-0.17%1.19%20.61%
20240.11%4.16%3.12%-3.87%4.42%1.53%2.19%2.36%1.90%-0.93%2.67%-2.99%15.26%
20237.12%-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%-7.76%6.88%-3.69%-9.36%6.13%7.65%-4.46%-18.17%
2021-0.26%2.65%2.68%3.89%1.37%1.12%0.46%2.48%-4.11%5.02%-2.27%3.89%17.84%

Benchmark Metrics

Voya Index Solution 2050 Portfolio has an annualized alpha of -0.24%, beta of 0.87, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since October 05, 2011.

  • This fund participated in 93.84% of S&P 500 Index downside but only 87.16% of its upside — more exposed to losses than it benefited from rallies.
  • With beta of 0.87 and R² of 0.92, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
-0.24%
Beta
0.87
0.92
Upside Capture
87.16%
Downside Capture
93.84%

Expense Ratio

IDXQX has an expense ratio of 0.22%, which is considered low.


Return for Risk

Risk / Return Rank

IDXQX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


IDXQX Risk / Return Rank: 5050
Overall Rank
IDXQX Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
IDXQX Sortino Ratio Rank: 5959
Sortino Ratio Rank
IDXQX Omega Ratio Rank: 5959
Omega Ratio Rank
IDXQX Calmar Ratio Rank: 3434
Calmar Ratio Rank
IDXQX Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Voya Index Solution 2050 Portfolio (IDXQX) and compare them to a chosen benchmark (S&P 500 Index).


IDXQXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.05

0.90

+0.16

Sortino ratio

Return per unit of downside risk

1.58

1.39

+0.20

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

0.95

1.40

-0.44

Martin ratio

Return relative to average drawdown

4.65

6.61

-1.96

Explore IDXQX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Voya Index Solution 2050 Portfolio provided a 1.72% dividend yield over the last twelve months, with an annual payout of $0.39 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.39$0.39$0.04$1.46$2.13$0.86$0.81$0.74$0.51$0.15$0.05$0.82

Dividend yield

1.72%1.64%0.21%8.35%13.40%3.92%4.17%4.22%3.47%0.91%0.36%6.44%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.39$0.00$0.00$0.00$0.00$0.39
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$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

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 graphics...

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 9.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.28%Feb 13, 202027Mar 23, 2020108Aug 25, 2020135
-25.75%Nov 9, 2021235Oct 14, 2022331Feb 9, 2024566
-17.94%Jan 29, 2018229Dec 24, 2018130Jul 2, 2019359
-16.61%May 22, 2015183Feb 11, 2016143Sep 6, 2016326
-15.73%Feb 19, 202535Apr 8, 202528May 19, 202563

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...