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ISIN
US92914L7588
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

IISPX Performance Chart

Voya Solution 2055 Portfolio (IISPX) is up 12.8% since the beginning of the year. IISPX is currently trading at $16 per share. Investors who bought $1,000 worth of IISPX shares 5 years ago would now be looking at an investment worth $1,613.


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S&P 500 Index

Returns By Period

Voya Solution 2055 Portfolio (IISPX) has returned 12.81% so far this year and 28.47% over the past 12 months. Over the last ten years, IISPX has returned 11.59% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


Voya Solution 2055 Portfolio

1D
0.38%
1M
5.91%
YTD
12.81%
6M
13.61%
1Y
28.47%
3Y*
19.80%
5Y*
10.03%
10Y*
11.59%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IISPX Monthly Returns History

Based on dividend-adjusted daily data since Mar 8, 2010, IISPX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +12.0%, while the worst month was Mar 2020 at -15.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IISPX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.9%, while the worst single day was Mar 16, 2020 at -11.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.75%0.89%-6.76%9.35%4.77%0.89%12.81%
20253.42%-0.75%-3.48%0.39%5.23%4.45%0.92%2.52%3.01%1.75%-0.00%1.29%20.07%
20240.09%4.31%3.04%-3.69%4.08%1.72%1.93%2.33%1.80%-0.61%2.71%-3.01%15.30%
20237.37%-2.92%2.81%0.85%-0.93%5.66%3.21%-2.69%-4.22%-2.84%8.76%5.09%20.87%
2022-5.15%-2.88%1.04%-7.93%0.45%-8.20%7.33%-3.53%-9.47%6.28%7.46%-4.53%-19.26%
2021-0.20%3.26%2.46%4.13%1.18%1.05%0.64%2.39%-4.07%4.65%-2.45%3.69%17.64%

Benchmark Metrics

Voya Solution 2055 Portfolio has an annualized alpha of -0.69%, beta of 0.90, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since March 09, 2010.

  • This fund participated in 96.79% of S&P 500 Index downside but only 88.89% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.90 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
-0.69%
Beta
0.90
0.93
Upside Capture
88.89%
Downside Capture
96.79%

Expense Ratio

IISPX has an expense ratio of 0.19%, which is considered low.


Return for Risk

Risk / Return Rank

IISPX 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.


IISPX Risk / Return Rank: 7777
Overall Rank
IISPX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
IISPX Sortino Ratio Rank: 7676
Sortino Ratio Rank
IISPX Omega Ratio Rank: 7272
Omega Ratio Rank
IISPX Calmar Ratio Rank: 7373
Calmar Ratio Rank
IISPX Martin Ratio Rank: 8585
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 Solution 2055 Portfolio (IISPX) and compare them to S&P 500 Index.


IISPXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.36

Sortino ratioReturn per unit of downside risk

+0.64

Omega ratioGain probability vs. loss probability

1.48

1.41

+0.07

Calmar ratioReturn relative to maximum drawdown

3.32

2.93

+0.39

Martin ratioReturn relative to average drawdown

16.09

13.52

+2.57

Dividends

Dividend History

Voya Solution 2055 Portfolio provided a 7.61% dividend yield over the last twelve months, with an annual payout of $1.21 per share.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.21$1.21$0.20$0.58$2.91$2.27$0.96$1.43$0.74$0.44$1.06$1.73

Dividend yield

7.61%8.58%1.54%5.14%29.36%14.46%6.23%10.08%5.84%2.98%8.44%13.57%

Monthly Dividends

The table displays the monthly dividend distributions for Voya 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$1.21$0.00$0.00$0.00$0.00$1.21
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.20
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.00$0.58
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.91$0.00$0.00$0.00$0.00$2.91
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.27$0.00$0.00$0.00$0.00$2.27

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 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 Solution 2055 Portfolio was 34.45%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-34.45%Mar 2020
1mo 2d5mo 6d
6mo 8dFeb 2020 - Aug 2020
Bear market2022
-27.04%Oct 2022
11mo 1d1y 4mo
2y 3moNov 2021 - Feb 2024
2011 bear market2011
-21.92%Oct 2011
5mo 4d11mo 16d
1y 4moMay 2011 - Sep 2012
Rate-hike selloffLate 2018
-19.54%Dec 2018
10mo 29d10mo 12d
1y 9moJan 2018 - Nov 2019
2016 correction2016
-17.53%Feb 2016
8mo 25d10mo 1d
1y 6moMay 2015 - Dec 2016

Drawdown Indicators


IISPXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.45%

-56.78%

+22.33%

Max Drawdown (1Y)

Largest decline over 1 year

-9.51%

-9.10%

-0.41%

Max Drawdown (3Y)

Largest decline over 3 years

-15.98%

-18.90%

+2.92%

Max Drawdown (5Y)

Largest decline over 5 years

-27.04%

-25.43%

-1.61%

Max Drawdown (10Y)

Largest decline over 10 years

-34.45%

-33.92%

-0.53%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-4.94%

-10.72%

+5.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.89%

1.97%

-0.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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