Voya Global High Dividend Low Volatility Portfolio (IGHAX)

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The chart shows the growth of an initial investment of $10,000 in Voya Global High Dividend Low Volatility Portfolio, 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 High Dividend Low Volatility Portfolio (IGHAX) has returned -0.33% so far this year and 9.12% over the past 12 months. Over the last ten years, IGHAX has returned 8.42% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 30, 2008, IGHAX's average daily return is +0.03%, while the average monthly return is +0.51%. At this rate, your investment would double in approximately 11.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +12.3%, while the worst month was Oct 2008 at -20.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IGHAX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +11.3%, while the worst single day was Mar 16, 2020 at -10.6%.

Voya Global High Dividend Low Volatility Portfolio has an annualized alpha of -2.57%, beta of 0.89, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since January 31, 2008.

• This fund participated in 97.16% of S&P 500 Index downside but only 80.53% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -2.57% versus S&P 500 Index — delivering less than market exposure alone would predict.
• With beta of 0.89 and R² of 0.83, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IGHAX has a high expense ratio of 1.10%, indicating above-average management fees.

IGHAX ranks 40 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.

The table below present risk-adjusted performance metrics for Voya Global High Dividend Low Volatility Portfolio (IGHAX) and compare them to a chosen benchmark (S&P 500 Index).

Voya Global High Dividend Low Volatility Portfolio provided a 14.09% dividend yield over the last twelve months, with an annual payout of $1.69 per share.

The table displays the monthly dividend distributions for Voya Global High Dividend Low Volatility Portfolio. 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 High Dividend Low Volatility 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 Global High Dividend Low Volatility Portfolio was 59.27%, occurring on Mar 9, 2009. Recovery took 1211 trading sessions.

The current Voya Global High Dividend Low Volatility Portfolio drawdown is 6.33%.

The chart below shows the rolling one-month volatility.