- ISIN
- US92914H8723
- Issuer
- Voya
- Inception Date
- Apr 28, 2005
- Category
- Target Retirement Date
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
ISQIX Performance Chart
Voya Solution 2035 Portfolio (ISQIX) is up 8.8% since the beginning of the year. ISQIX is currently trading at $13 per share. Investors who bought $1,000 worth of ISQIX shares 5 years ago would now be looking at an investment worth $1,449.
Loading charts...
Returns By Period
Voya Solution 2035 Portfolio (ISQIX) has returned 8.76% so far this year and 20.78% over the past 12 months. Over the last ten years, ISQIX has returned 9.78% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Voya Solution 2035 Portfolio
- 1D
- 0.87%
- 1M
- 1.35%
- YTD
- 8.76%
- 6M
- 8.67%
- 1Y
- 20.78%
- 3Y*
- 14.70%
- 5Y*
- 7.70%
- 10Y*
- 9.78%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
ISQIX Monthly Returns History
Based on dividend-adjusted daily data since Apr 29, 2005, ISQIX's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, an investment would double in approximately 8.7 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2009 with a return of +11.5%, while the worst month was Oct 2008 at -17.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, ISQIX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +9.0%, while the worst single day was Mar 16, 2020 at -9.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.72% | 0.91% | -5.17% | 6.83% | 3.56% | 0.00% | 8.76% | ||||||
| 2025 | 2.80% | -0.09% | -2.63% | 0.28% | 3.72% | 3.76% | 0.69% | 2.05% | 2.50% | 1.48% | 0.17% | 0.77% | 16.44% |
| 2024 | 0.10% | 2.97% | 2.58% | -3.49% | 3.51% | 1.55% | 2.10% | 2.15% | 1.68% | -1.10% | 2.32% | -2.72% | 11.99% |
| 2023 | 6.66% | -2.86% | 2.72% | 0.85% | -1.05% | 4.46% | 2.54% | -2.18% | -3.80% | -2.71% | 7.89% | 4.95% | 17.94% |
| 2022 | -4.43% | -2.47% | 0.40% | -7.10% | 0.34% | -6.94% | 6.37% | -3.52% | -8.43% | 4.48% | 6.72% | -3.80% | -18.18% |
| 2021 | -0.32% | 2.39% | 1.87% | 3.67% | 0.96% | 1.02% | 0.79% | 1.94% | -3.44% | 3.80% | -2.09% | 3.20% | 14.39% |
Benchmark Metrics
Voya Solution 2035 Portfolio has an annualized alpha of -0.27%, beta of 0.81, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since April 29, 2005.
- This fund participated in 89.14% of S&P 500 Index downside but only 81.57% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.27%
- Beta
- 0.81
- R²
- 0.93
- Upside Capture
- 81.57%
- Downside Capture
- 89.14%
Expense Ratio
ISQIX has an expense ratio of 0.18%, which is considered low.
Return for Risk
Risk / Return Rank
ISQIX ranks 74 for risk / return — better than 74% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya Solution 2035 Portfolio (ISQIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ISQIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.37 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | 2.78 | +0.26 |
| Martin ratioReturn relative to average drawdown | 14.23 | 12.44 | +1.79 |
Dividends
Dividend History
Voya Solution 2035 Portfolio provided a 5.32% dividend yield over the last twelve months, with an annual payout of $0.68 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.68 | $0.68 | $0.19 | $0.65 | $2.32 | $0.83 | $1.00 | $1.23 | $0.76 | $0.53 | $1.28 | $2.01 |
Dividend yield | 5.32% | 5.78% | 1.80% | 6.70% | 26.20% | 6.16% | 7.98% | 10.27% | 6.94% | 4.21% | 11.65% | 17.40% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Solution 2035 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.32 | $0.00 | $0.00 | $0.00 | $0.00 | $2.32 |
| 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 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Voya Solution 2035 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 2035 Portfolio was 53.42%, occurring on Mar 9, 2009. Recovery took 968 trading sessions.
The current Voya Solution 2035 Portfolio drawdown is 0.54%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.42%Mar 2009 | 1y 4mo | 3y 10mo | 5y 2moNov 2007 - Jan 2013 |
COVID crash2020 | -30.61%Mar 2020 | 1mo 2d | 5mo 5d | 6mo 7dFeb 2020 - Aug 2020 |
Bear market2022 | -24.79%Oct 2022 | 11mo 1d | 1y 4mo | 2y 3moNov 2021 - Mar 2024 |
Rate-hike selloffLate 2018 | -16.51%Dec 2018 | 10mo 29d | 6mo 11d | 1y 5moJan 2018 - Jul 2019 |
2016 correction2016 | -15.75%Feb 2016 | 8mo 25d | 10mo | 1y 6moMay 2015 - Dec 2016 |
Drawdown Indicators
| ISQIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.42% | -56.78% | +3.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.37% | -9.10% | +1.73% |
Max Drawdown (3Y)Largest decline over 3 years | -11.80% | -18.90% | +7.10% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -25.43% | +0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -30.61% | -33.92% | +3.31% |
Current DrawdownCurrent decline from peak | -0.54% | -1.80% | +1.26% |
Average DrawdownAverage peak-to-trough decline | -7.40% | -10.71% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 2.03% | -0.51% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with ISQIX
Add Voya Solution 2035 Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with ISQIX