Voya Global Equity Dividend and Premium Opportunity Fund (IGD)

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The chart shows the growth of an initial investment of $10,000 in Voya Global Equity Dividend and Premium Opportunity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Voya Global Equity Dividend and Premium Opportunity Fund (IGD) has returned 1.36% so far this year and 10.53% over the past 12 months. Over the last ten years, IGD has returned 8.38% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 29, 2005, IGD's average daily return is +0.03%, while the average monthly return is +0.52%. At this rate, your investment would double in approximately 11.1 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2009 with a return of +18.8%, while the worst month was Sep 2008 at -18.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IGD closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +34.2%, while the worst single day was Nov 20, 2008 at -12.1%.

Voya Global Equity Dividend and Premium Opportunity Fund has an annualized alpha of -1.15%, beta of 0.82, and R² of 0.53 versus S&P 500 Index. Calculated based on daily prices since March 30, 2005.

• This fund participated in 91.02% of S&P 500 Index downside but only 75.46% of its upside — more exposed to losses than it benefited from rallies.

IGD has an expense ratio of 0.02%, which is considered low.

IGD ranks 32 for risk / return — below 32% 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 Global Equity Dividend and Premium Opportunity Fund (IGD) and compare them to a chosen benchmark (S&P 500 Index).

Voya Global Equity Dividend and Premium Opportunity Fund provided a 11.40% dividend yield over the last twelve months, with an annual payout of $0.65 per share. The fund has been increasing its distributions for 5 consecutive years.

The table displays the monthly dividend distributions for Voya Global Equity Dividend and Premium Opportunity Fund. 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 Global Equity Dividend and Premium Opportunity Fund. 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 Global Equity Dividend and Premium Opportunity Fund was 59.29%, occurring on Nov 20, 2008. Recovery took 1345 trading sessions.

The current Voya Global Equity Dividend and Premium Opportunity Fund drawdown is 4.52%.

The chart below shows the rolling one-month volatility.