PortfoliosLab logo
Voya Retirement Growth Portfolio (IIRGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US92914C6003

Issuer

Voya

Inception Date

Apr 27, 2006

Min. Investment

$0

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

IIRGX has an expense ratio of 0.26%, which is considered low.


Share Price Chart


Loading data...

Compare to other instruments

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


Voya Retirement Growth Portfolio

Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

Voya Retirement Growth Portfolio (IIRGX) returned 2.99% year-to-date (YTD) and 4.85% over the past 12 months. Over the past 10 years, IIRGX returned 0.84% annually, underperforming the S&P 500 benchmark at 10.85%.


IIRGX

YTD

2.99%

1M

4.72%

6M

0.81%

1Y

4.85%

3Y*

-0.59%

5Y*

2.21%

10Y*

0.84%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of IIRGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.57%-0.49%-3.66%0.17%4.55%2.99%
20240.44%3.49%2.73%-3.48%3.74%1.72%-4.04%2.15%1.77%-1.65%4.21%-2.66%8.23%
20236.09%-2.74%2.54%1.15%-0.88%5.04%-5.57%-2.00%-3.98%-2.31%7.70%4.58%8.95%
2022-4.37%-2.35%1.35%-7.06%0.45%-6.96%-8.24%-3.75%-8.25%5.76%6.40%-4.22%-28.20%
2021-0.58%1.81%2.21%3.69%0.94%1.33%-3.09%2.07%-3.66%4.57%-1.48%3.21%11.19%
2020-0.46%-5.53%-10.89%9.03%3.85%2.18%-0.22%4.39%-2.41%-1.76%9.02%3.43%9.16%
20196.44%2.15%1.32%2.54%-4.35%5.33%-6.84%-1.06%1.32%1.87%2.16%2.43%13.30%
20183.70%-3.56%-0.78%0.29%0.86%-0.35%-5.72%0.85%-0.08%-6.03%1.46%-5.37%-14.28%
20171.90%2.31%0.73%1.16%1.36%0.49%-5.02%0.23%1.66%1.63%1.60%0.93%9.12%
2016-3.93%-0.47%5.93%0.82%0.59%0.29%-1.91%0.23%0.38%-1.83%1.09%1.46%2.38%
2015-0.58%3.89%-0.78%1.14%0.21%-1.82%0.65%-4.93%-2.44%5.55%-0.22%-1.86%-1.61%
2014-2.49%3.80%0.15%0.45%1.78%1.82%-1.54%2.67%-2.82%1.71%1.17%-0.87%5.74%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IIRGX is 23, meaning it’s performing worse than 77% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IIRGX is 2323
Overall Rank
The Sharpe Ratio Rank of IIRGX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of IIRGX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of IIRGX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of IIRGX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of IIRGX is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Voya Retirement Growth Portfolio (IIRGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Voya Retirement Growth Portfolio Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.31
  • 5-Year: 0.14
  • 10-Year: 0.06
  • All Time: 0.24

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Voya Retirement Growth Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Voya Retirement Growth Portfolio provided a 8.29% dividend yield over the last twelve months, with an annual payout of $1.03 per share.


5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.03$1.03$1.17$1.95$0.93$0.90$1.26$1.39$1.28$1.05$0.29$0.28

Dividend yield

8.29%8.53%10.23%18.26%6.16%6.49%9.66%11.76%9.08%7.96%2.20%2.03%

Monthly Dividends

The table displays the monthly dividend distributions for Voya Retirement Growth Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$1.03$0.00$0.00$0.00$0.00$0.00$1.03
2023$0.00$0.00$0.00$0.00$0.00$0.00$1.17$0.00$0.00$0.00$0.00$0.00$1.17
2022$0.00$0.00$0.00$0.00$0.00$0.00$1.95$0.00$0.00$0.00$0.00$0.00$1.95
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.93$0.00$0.00$0.00$0.00$0.00$0.93
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.90$0.00$0.00$0.00$0.00$0.00$0.90
2019$0.00$0.00$0.00$0.00$0.00$0.00$1.26$0.00$0.00$0.00$0.00$0.00$1.26
2018$0.00$0.00$0.00$0.00$0.00$0.00$1.39$0.00$0.00$0.00$0.00$0.00$1.39
2017$0.00$0.00$0.00$0.00$0.00$0.00$1.28$0.00$0.00$0.00$0.00$0.00$1.28
2016$0.00$0.00$0.00$0.00$0.00$0.00$1.05$0.00$0.00$0.00$0.00$0.00$1.05
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.29
2014$0.28$0.00$0.00$0.00$0.00$0.00$0.28

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 data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Voya Retirement Growth 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 Retirement Growth Portfolio was 33.80%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current Voya Retirement Growth Portfolio drawdown is 13.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.8%Jan 5, 2022196Oct 14, 2022
-30.4%Jan 29, 2018541Mar 23, 2020188Dec 17, 2020729
-16.39%May 2, 2011108Oct 3, 2011111Mar 13, 2012219
-14.24%Apr 27, 2015202Feb 11, 2016258Feb 21, 2017460
-11.61%Apr 16, 201055Jul 2, 201068Oct 8, 2010123
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...