Voya Index Solution Income Portfolio (ISKIX)

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Voya Index Solution Income Portfolio (ISKIX) is up 4.9% since the beginning of the year. ISKIX is currently trading at $11 per share. Investors who bought $1,000 worth of ISKIX shares 5 years ago would now be looking at an investment worth $1,235.

Voya Index Solution Income Portfolio (ISKIX) has returned 4.88% so far this year and 13.44% over the past 12 months. Over the last ten years, ISKIX has returned 5.57% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Mar 11, 2008, ISKIX's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, an investment would double in approximately 13.2 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2023 with a return of +5.6%, while the worst month was Oct 2008 at -6.4%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ISKIX closed higher 48% of trading days. The best single day was Nov 11, 2022 with a return of +3.3%, while the worst single day was Mar 12, 2020 at -3.4%.

Voya Index Solution Income Portfolio has an annualized alpha of 2.03%, beta of 0.28, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since March 12, 2008.

• This fund participated in 39.84% of S&P 500 Index downside but only 36.24% of its upside - more exposed to losses than it benefited from rallies.
• This fund generated an annualized alpha of 2.03% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• Beta of 0.28 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

ISKIX has an expense ratio of 0.21%, which is considered low.

ISKIX 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.

The table below present risk-adjusted performance metrics for Voya Index Solution Income Portfolio (ISKIX) and compare them to S&P 500 Index.

Voya Index Solution Income Portfolio provided a 3.89% dividend yield over the last twelve months, with an annual payout of $0.43 per share.

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

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.

The table below displays the maximum drawdowns of the Voya Index Solution Income 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 Income Portfolio was 18.27%, occurring on Mar 9, 2009. Recovery took 176 trading sessions.

The chart below shows the rolling one-month volatility.