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ISIN
US92914L6911
Issuer
Voya
Inception Date
Mar 7, 2010
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

IISNX Performance Chart

Voya Index Solution 2055 Portfolio (IISNX) is up 11.9% since the beginning of the year. IISNX is currently trading at $25 per share. Investors who bought $1,000 worth of IISNX shares 5 years ago would now be looking at an investment worth $1,648.


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S&P 500 Index

Returns By Period

Voya Index Solution 2055 Portfolio (IISNX) has returned 11.88% so far this year and 27.88% over the past 12 months. Over the last ten years, IISNX has returned 11.87% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Voya Index Solution 2055 Portfolio

1D
1.15%
1M
1.65%
YTD
11.88%
6M
11.63%
1Y
27.88%
3Y*
18.53%
5Y*
10.51%
10Y*
11.87%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IISNX Monthly Returns History

Based on dividend-adjusted daily data since Mar 9, 2010, IISNX's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +11.9%, while the worst month was Mar 2020 at -13.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IISNX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.5%, while the worst single day was Mar 16, 2020 at -10.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.78%1.18%-6.50%8.99%4.42%0.12%11.88%
20253.24%-0.21%-3.61%0.43%5.25%4.32%0.89%2.86%3.24%1.83%-0.18%1.24%20.72%
2024-0.00%4.29%3.10%-3.87%4.45%1.55%2.15%2.41%1.90%-0.91%2.69%-2.98%15.38%
20237.23%-3.08%2.72%1.03%-1.15%5.75%3.30%-2.91%-4.37%-2.90%8.76%5.37%20.31%
2022-4.80%-2.70%1.50%-7.79%0.46%-7.85%6.97%-3.72%-9.39%6.24%7.64%-4.53%-18.25%
2021-0.22%2.68%2.66%3.97%1.38%1.06%0.50%2.46%-4.05%5.01%-2.31%3.91%17.99%

Benchmark Metrics

Voya Index Solution 2055 Portfolio has an annualized alpha of -0.45%, beta of 0.89, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since March 09, 2010.

  • This fund participated in 95.69% of S&P 500 Index downside but only 89.11% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.89 and R2 of 0.93, 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
-0.45%
Beta
0.89
0.93
Upside Capture
89.11%
Downside Capture
95.69%

Expense Ratio

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


Return for Risk

Risk / Return Rank

IISNX ranks 77 for risk / return — better than 77% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


IISNX Risk / Return Rank: 7777
Overall Rank
IISNX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
IISNX Sortino Ratio Rank: 7676
Sortino Ratio Rank
IISNX Omega Ratio Rank: 7272
Omega Ratio Rank
IISNX Calmar Ratio Rank: 7575
Calmar Ratio Rank
IISNX Martin Ratio Rank: 8686
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 2055 Portfolio (IISNX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IISNXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.31

Sortino ratioReturn per unit of downside risk

+0.58

Omega ratioGain probability vs. loss probability

1.43

1.37

+0.06

Calmar ratioReturn relative to maximum drawdown

3.22

2.78

+0.43

Martin ratioReturn relative to average drawdown

14.97

12.44

+2.53

Dividends

Dividend History

Voya Index Solution 2055 Portfolio provided a 1.47% dividend yield over the last twelve months, with an annual payout of $0.36 per share.


0.00%5.00%10.00%15.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.36$0.36$0.03$1.32$2.06$0.94$0.78$0.81$0.53$0.51$1.14$1.37

Dividend yield

1.47%1.64%0.18%8.19%14.20%4.63%4.33%4.96%3.86%3.26%8.60%10.27%

Monthly Dividends

The table displays the monthly dividend distributions for Voya Index Solution 2055 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$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$0.36
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.03
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.32$0.00$0.00$0.00$0.00$1.32
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.06$0.00$0.00$0.00$0.00$2.06
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.94$0.00$0.00$0.00$0.00$0.94

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Voya Index Solution 2055 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 2055 Portfolio was 32.62%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current Voya Index Solution 2055 Portfolio drawdown is 0.45%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-32.62%Mar 2020
1mo 9d5mo 5d
6mo 14dFeb 2020 - Aug 2020
Bear market2022
-25.85%Oct 2022
11mo 9d1y 3mo
2y 3moNov 2021 - Feb 2024
2011 bear market2011
-21.39%Oct 2011
5mo 4d11mo 16d
1y 4moMay 2011 - Sep 2012
Rate-hike selloffLate 2018
-17.97%Dec 2018
10mo 29d6mo 10d
1y 5moJan 2018 - Jul 2019
2016 correction2016
-17.10%Feb 2016
8mo 25d10mo
1y 6moMay 2015 - Dec 2016

Drawdown Indicators


IISNXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-32.62%

-56.78%

+24.16%

Max Drawdown (1Y)

Largest decline over 1 year

-9.38%

-9.10%

-0.28%

Max Drawdown (3Y)

Largest decline over 3 years

-15.82%

-18.90%

+3.08%

Max Drawdown (5Y)

Largest decline over 5 years

-25.85%

-25.43%

-0.42%

Max Drawdown (10Y)

Largest decline over 10 years

-32.62%

-33.92%

+1.30%

Current Drawdown

Current decline from peak

-0.45%

-1.80%

+1.35%

Average Drawdown

Average peak-to-trough decline

-4.63%

-10.71%

+6.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.95%

2.03%

-0.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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