Voya Index Solution 2025 Portfolio (ISDIX)
Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a combination of underlying funds which are passively managed index funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the Portfolio uses an asset allocation strategy designed for investors expecting to retire around the year 2025.
Fund Info
US92914H6909
Mar 9, 2008
$0
Large-Cap
Blend
Expense Ratio
ISDIX has an expense ratio of 0.20%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Voya Index Solution 2025 Portfolio (ISDIX) returned 3.63% year-to-date (YTD) and 9.41% over the past 12 months. Over the past 10 years, ISDIX returned 6.04% annually, underperforming the S&P 500 benchmark at 10.85%.
ISDIX
3.63%
1.78%
1.78%
9.41%
6.61%
6.94%
6.04%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of ISDIX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.81% | 1.07% | -1.41% | 0.36% | 1.78% | 3.63% | |||||||
| 2024 | 0.10% | 1.94% | 2.08% | -3.15% | 3.17% | 1.21% | 2.02% | 1.94% | 1.62% | -2.22% | 2.45% | -2.22% | 9.05% |
| 2023 | 5.21% | -2.78% | 2.75% | 0.69% | -0.99% | 3.18% | 1.74% | -1.69% | -3.47% | -2.11% | 6.70% | 4.45% | 13.89% |
| 2022 | -3.49% | -2.09% | -0.16% | -5.76% | 0.35% | -5.14% | 4.77% | -3.06% | -7.16% | 2.97% | 5.67% | -2.93% | -15.72% |
| 2021 | -0.40% | 1.13% | 1.28% | 2.92% | 0.84% | 1.07% | 0.83% | 1.43% | -2.67% | 2.91% | -1.25% | 2.30% | 10.74% |
| 2020 | 0.09% | -4.08% | -8.60% | 7.52% | 2.95% | 1.70% | 3.61% | 3.27% | -1.98% | -1.59% | 7.78% | 2.90% | 13.08% |
| 2019 | 4.98% | 1.49% | 1.47% | 2.08% | -3.01% | 4.29% | 0.52% | -0.33% | 1.01% | 1.46% | 1.62% | 1.95% | 18.75% |
| 2018 | 2.94% | -2.95% | -0.80% | 0.09% | 0.72% | -0.18% | 1.79% | 1.05% | -0.00% | -4.53% | 1.04% | -3.94% | -4.93% |
| 2017 | 1.58% | 2.14% | 0.48% | 1.14% | 1.22% | 0.37% | 1.75% | 0.40% | 1.22% | 1.39% | 1.37% | 0.90% | 14.85% |
| 2016 | -3.36% | -0.30% | 4.88% | 1.04% | 0.56% | 0.56% | 2.69% | 0.15% | 0.40% | -1.79% | 0.81% | 1.50% | 7.16% |
| 2015 | -0.43% | 3.68% | -0.66% | 0.75% | 0.41% | -1.89% | 0.84% | -4.36% | -2.22% | 5.03% | -0.47% | -1.61% | -1.26% |
| 2014 | -1.94% | 3.70% | 0.08% | 0.50% | 1.65% | 1.54% | -1.76% | 2.71% | -2.38% | 1.57% | 1.28% | -0.93% | 5.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, ISDIX is among the top 19% of 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Voya Index Solution 2025 Portfolio (ISDIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Voya Index Solution 2025 Portfolio provided a 1.93% dividend yield over the last twelve months, with an annual payout of $0.22 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.22 | $0.22 | $0.57 | $1.32 | $0.83 | $0.56 | $0.61 | $0.44 | $0.40 | $1.02 | $1.19 | $0.81 |
Dividend yield | 1.93% | 2.00% | 5.56% | 13.79% | 6.45% | 4.51% | 5.32% | 4.34% | 3.59% | 10.05% | 11.46% | 6.90% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Index Solution 2025 Portfolio. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 |
| 2014 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 |
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 2025 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 2025 Portfolio was 37.92%, occurring on Mar 9, 2009. Recovery took 277 trading sessions.
The current Voya Index Solution 2025 Portfolio drawdown is 0.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.92% | Aug 12, 2008 | 144 | Mar 9, 2009 | 277 | Apr 14, 2010 | 421 |
| -22.23% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -21.03% | Nov 9, 2021 | 235 | Oct 14, 2022 | 397 | May 15, 2024 | 632 |
| -14.13% | May 2, 2011 | 108 | Oct 3, 2011 | 94 | Feb 16, 2012 | 202 |
| -12.38% | Apr 27, 2015 | 202 | Feb 11, 2016 | 117 | Jul 29, 2016 | 319 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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