Voya Solution Balanced Portfolio (ISGJX)
The Portfolio invests in a combination of underlying funds, which are actively managed funds or passively managed funds (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 saving for retirement.
Fund Info
US92914L3785
Jul 1, 2007
$0
Large-Cap
Blend
Expense Ratio
ISGJX features an expense ratio of 0.34%, 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 Solution Balanced Portfolio, 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
Voya Solution Balanced Portfolio had a return of 3.25% year-to-date (YTD) and 14.24% in the last 12 months. Over the past 10 years, Voya Solution Balanced Portfolio had an annualized return of 1.45%, while the S&P 500 had an annualized return of 11.29%, indicating that Voya Solution Balanced Portfolio did not perform as well as the benchmark.
ISGJX
3.25%
1.91%
5.50%
14.24%
2.05%
1.45%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of ISGJX, 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 | 2.34% | 3.25% | |||||||||||
| 2024 | 0.34% | 2.50% | 2.26% | -3.40% | 3.25% | 1.95% | 1.81% | 1.89% | 1.75% | -1.62% | 3.92% | -2.38% | 12.65% |
| 2023 | 5.84% | -2.48% | 2.43% | 0.68% | -0.67% | 3.83% | 2.17% | -7.83% | -3.60% | -2.37% | 7.14% | 4.52% | 8.96% |
| 2022 | -4.51% | -2.18% | 0.63% | -6.84% | -0.00% | -5.82% | 6.17% | -14.48% | -7.53% | 4.01% | 5.06% | -3.78% | -27.20% |
| 2021 | -0.56% | 2.07% | 1.93% | 3.52% | 0.52% | 1.30% | 1.11% | 1.79% | -3.06% | 3.59% | -1.52% | 2.83% | 14.16% |
| 2020 | -0.10% | -5.04% | -11.75% | 8.83% | 3.79% | 1.46% | 4.73% | -1.43% | -2.04% | -1.14% | 8.73% | 3.48% | 7.94% |
| 2019 | 6.06% | 1.74% | 1.10% | 2.28% | -3.59% | 4.63% | 0.58% | -6.89% | 1.05% | 1.35% | 2.06% | 2.12% | 12.51% |
| 2018 | 3.25% | -3.15% | -0.77% | -0.00% | 0.77% | -0.29% | 1.82% | -2.69% | -0.20% | -5.15% | 1.46% | -4.84% | -9.70% |
| 2017 | 1.60% | 2.30% | 0.41% | 1.22% | 1.11% | 0.40% | 1.49% | -1.29% | 1.41% | 1.29% | 1.57% | 0.87% | 13.05% |
| 2016 | -4.01% | -0.32% | 4.84% | 0.92% | 0.92% | -0.00% | 2.72% | -6.70% | 0.43% | -1.61% | 1.31% | 1.29% | -0.72% |
| 2015 | -0.55% | 3.78% | -0.36% | 0.54% | 0.53% | -1.59% | 0.99% | -12.00% | -2.08% | 4.99% | -0.10% | -1.52% | -8.05% |
| 2014 | -1.88% | 3.64% | 0.00% | 0.18% | 1.93% | 1.55% | -1.53% | -3.98% | -2.38% | 1.88% | 1.38% | -0.91% | -0.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 76, ISGJX is among the top 24% 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 Solution Balanced Portfolio (ISGJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Voya Solution Balanced Portfolio provided a 0.48% dividend yield over the last twelve months, with an annual payout of $0.05 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.05 | $0.05 | $0.37 | $0.40 | $0.23 | $0.23 | $0.26 | $0.22 | $0.17 | $0.26 | $0.34 | $0.26 |
Dividend yield | 0.48% | 0.50% | 4.18% | 4.73% | 1.89% | 2.14% | 2.52% | 2.38% | 1.63% | 2.80% | 3.49% | 2.36% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Solution Balanced 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
| 2018 | $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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 |
| 2014 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
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 Solution Balanced 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 Balanced Portfolio was 45.91%, occurring on Mar 9, 2009. Recovery took 536 trading sessions.
The current Voya Solution Balanced Portfolio drawdown is 8.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.91% | Nov 21, 2007 | 324 | Mar 9, 2009 | 536 | Apr 21, 2011 | 860 |
| -31.53% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -27.39% | Feb 20, 2020 | 23 | Mar 23, 2020 | 166 | Nov 16, 2020 | 189 |
| -20.63% | Jul 7, 2014 | 405 | Feb 11, 2016 | 489 | Jan 22, 2018 | 894 |
| -17.22% | May 2, 2011 | 108 | Oct 3, 2011 | 113 | Mar 15, 2012 | 221 |
Volatility
Volatility Chart
The current Voya Solution Balanced Portfolio volatility is 2.06%, 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.