Voya Solution 2040 Portfolio (ISNLX)
The Portfolio invests primarily in a combination of underlying funds, which are actively managed funds or passively managed funds (index funds). The underlying funds may or may not be affiliated with the investment adviser. 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 2040.
Fund Info
US92914J5719
Oct 2, 2011
$0
Large-Cap
Blend
Expense Ratio
ISNLX has an expense ratio of 0.17%, which is considered low.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Voya Solution 2040 Portfolio (ISNLX) returned 4.57% year-to-date (YTD) and 11.99% over the past 12 months. Over the past 10 years, ISNLX returned 8.00% annually, underperforming the S&P 500 benchmark at 10.85%.
ISNLX
4.57%
4.44%
1.99%
11.99%
9.99%
11.07%
8.00%
^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 ISNLX, 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 | 3.15% | -0.30% | -3.00% | 0.37% | 4.44% | 4.57% | |||||||
| 2024 | 0.14% | 3.58% | 2.85% | -3.62% | 3.82% | 1.61% | 2.03% | 1.67% | 2.30% | -2.25% | 3.42% | -2.47% | 13.52% |
| 2023 | 7.13% | -2.82% | 2.68% | 0.87% | -1.01% | 5.08% | 2.83% | -2.36% | -4.03% | -2.75% | 8.31% | 5.00% | 19.56% |
| 2022 | -4.81% | -2.63% | 0.74% | -7.57% | 0.28% | -7.54% | 6.87% | -3.58% | -9.00% | 5.45% | 7.07% | -4.23% | -18.86% |
| 2021 | -0.33% | 2.90% | 2.28% | 3.97% | 1.02% | 1.11% | 0.75% | 2.11% | -3.79% | 4.25% | -2.24% | 3.56% | 16.37% |
| 2020 | -0.84% | -6.44% | -13.77% | 10.32% | 4.71% | 2.35% | 5.22% | 5.11% | -2.73% | -1.40% | 11.18% | 4.53% | 16.59% |
| 2019 | 7.50% | 2.22% | 1.05% | 3.07% | -5.01% | 5.58% | 0.36% | -1.71% | 1.44% | 2.01% | 2.35% | 2.85% | 23.35% |
| 2018 | 4.62% | -3.93% | -1.25% | 0.11% | 0.63% | -0.46% | 2.41% | 0.79% | -0.00% | -6.83% | 1.62% | -6.39% | -8.94% |
| 2017 | 2.42% | 2.69% | 0.77% | 1.65% | 1.50% | 0.55% | 2.14% | 0.36% | 1.90% | 1.86% | 1.94% | 1.33% | 20.85% |
| 2016 | -5.47% | -0.83% | 6.37% | 1.00% | 0.92% | -0.49% | 3.58% | 0.34% | 0.62% | -2.04% | 1.81% | 1.50% | 7.07% |
| 2015 | -1.12% | 5.09% | -0.57% | 1.02% | 0.70% | -1.76% | 0.96% | -5.34% | -2.81% | 6.45% | -0.07% | -1.95% | 0.02% |
| 2014 | -3.25% | 4.68% | -0.14% | 0.07% | 2.94% | 1.97% | -1.93% | 3.24% | -2.84% | 2.11% | 1.66% | -1.11% | 7.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ISNLX is 67, indicating average performance compared to other mutual funds on our website. Here’s 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 2040 Portfolio (ISNLX) 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 Solution 2040 Portfolio provided a 1.48% dividend yield over the last twelve months, with an annual payout of $0.25 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.25 | $0.87 | $3.80 | $0.54 | $1.17 | $1.38 | $1.46 | $0.40 | $0.20 | $1.08 | $0.05 |
Dividend yield | 1.48% | 1.55% | 6.03% | 29.47% | 2.63% | 6.51% | 8.30% | 9.93% | 2.28% | 1.34% | 7.70% | 0.36% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Solution 2040 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 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.80 | $0.00 | $0.00 | $0.00 | $0.00 | $3.80 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.46 | $0.00 | $0.00 | $0.00 | $0.00 | $1.46 |
| 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 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
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 2040 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 2040 Portfolio was 32.03%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current Voya Solution 2040 Portfolio drawdown is 0.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.03% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -25.96% | Nov 17, 2021 | 229 | Oct 14, 2022 | 345 | Mar 1, 2024 | 574 |
| -17.78% | Jan 29, 2018 | 229 | Dec 24, 2018 | 145 | Jul 24, 2019 | 374 |
| -16.29% | May 22, 2015 | 183 | Feb 11, 2016 | 143 | Sep 6, 2016 | 326 |
| -13.66% | Feb 19, 2025 | 35 | Apr 8, 2025 | 28 | May 19, 2025 | 63 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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