Voya Global Perspectives Fund (IIPVX)
Under normal market conditions, approximately 60% of the fund's net assets will be allocated to underlying funds that predominantly invest in equity securities, and approximately 40% of the fund's net assets will be allocated to underlying funds that predominantly invest in debt instruments ("Target Allocation"). The percentage weight of the fund's assets invested in underlying funds that predominantly invest in equity securities may change to approximately 30% and the percentage weight in debt instruments may change to approximately 70% ("Defensive Allocation") depending upon the rules-based investment strategy.
Fund Info
US92913W8881
Mar 27, 2013
$250,000
Mid-Cap
Blend
Expense Ratio
IIPVX features an expense ratio of 0.33%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Voya Global Perspectives Fund, 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
IIPVX
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^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of IIPVX, 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 | -0.90% | 2.13% | 2.36% | -3.76% | 3.23% | 0.88% | 3.10% | 2.07% | 1.66% | -1.24% | 9.68% | ||
| 2023 | 6.74% | -2.85% | 1.05% | 0.31% | -1.35% | 1.99% | 2.57% | -2.30% | -3.90% | -2.13% | 6.22% | 4.88% | 11.04% |
| 2022 | -4.97% | -1.98% | -0.18% | -6.45% | -0.89% | -6.56% | 5.96% | -3.71% | -8.24% | 3.52% | 6.37% | -2.86% | -19.34% |
| 2021 | -0.32% | 0.48% | -0.40% | 2.72% | 0.23% | 1.48% | 0.54% | 1.14% | -2.79% | 2.25% | -2.12% | 2.20% | 5.38% |
| 2020 | 0.09% | -2.13% | -9.16% | 9.08% | 3.48% | 2.39% | 3.71% | 1.33% | -0.99% | -0.08% | 4.98% | 2.73% | 15.32% |
| 2019 | 6.71% | 1.31% | 1.02% | 1.74% | -2.88% | 3.99% | 0.18% | -0.44% | 0.98% | 1.59% | 1.22% | 1.78% | 18.29% |
| 2018 | 2.83% | -3.09% | -0.26% | -0.34% | 0.35% | -0.43% | 1.30% | 0.51% | -0.51% | -5.22% | 1.72% | -4.43% | -7.62% |
| 2017 | 1.90% | 1.95% | 0.46% | 1.45% | 1.17% | 0.44% | 1.94% | 0.43% | 1.21% | 0.85% | 1.35% | 1.00% | 15.09% |
| 2016 | -1.57% | 0.50% | 3.77% | 1.15% | 0.09% | 0.94% | 2.15% | 0.46% | 0.36% | -1.45% | -0.74% | 0.93% | 6.67% |
| 2015 | -0.00% | 2.61% | -0.45% | 1.19% | -0.36% | -1.54% | 0.18% | -4.13% | -1.53% | 2.43% | -0.57% | -1.06% | -3.37% |
| 2014 | -1.79% | 3.07% | -0.19% | 0.37% | 1.67% | 1.74% | -1.53% | 2.37% | -3.30% | 2.21% | 0.63% | -1.07% | 4.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IIPVX is 68, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Voya Global Perspectives Fund (IIPVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Voya Global Perspectives Fund provided a 1.61% dividend yield over the last twelve months, with an annual payout of $0.17 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.27 | $0.21 | $1.52 | $0.46 | $0.56 | $0.78 | $0.47 | $0.34 | $0.16 | $0.32 |
Dividend yield | 1.61% | 2.68% | 2.33% | 13.06% | 3.71% | 4.94% | 7.78% | 4.04% | 3.23% | 1.56% | 3.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Global Perspectives Fund. 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 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $1.52 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.78 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.47 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2014 | $0.32 | $0.32 |
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 Global Perspectives 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 Perspectives Fund was 26.48%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.48% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -18.65% | Feb 20, 2020 | 23 | Mar 23, 2020 | 49 | Jun 2, 2020 | 72 |
| -13.46% | Jan 29, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
| -10.76% | Apr 27, 2015 | 202 | Feb 11, 2016 | 143 | Sep 6, 2016 | 345 |
| -7.33% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
Volatility
Volatility Chart
The current Voya Global Perspectives Fund volatility is 2.15%, 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.