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Voya Solution Income Portfolio (ISWIX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US92914H1041
Issuer
Voya
Inception Date
Apr 28, 2005
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

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 Income Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Voya Solution Income Portfolio (ISWIX) has returned -2.04% so far this year and 7.45% over the past 12 months. Over the last ten years, ISWIX has returned 5.05% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Voya Solution Income Portfolio

1D
-0.27%
1M
-4.34%
YTD
-2.04%
6M
-0.45%
1Y
7.45%
3Y*
7.15%
5Y*
3.04%
10Y*
5.05%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 29, 2005, ISWIX's average daily return is +0.02%, while the average monthly return is +0.41%. At this rate, your investment would double in approximately 14.1 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2009 with a return of +6.0%, while the worst month was Oct 2008 at -9.2%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ISWIX closed higher 49% of trading days. The best single day was Nov 11, 2022 with a return of +3.3%, while the worst single day was Mar 16, 2020 at -4.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.51%0.88%-4.34%-2.04%
20251.71%0.93%-1.20%0.28%1.50%2.58%0.27%1.43%1.65%1.08%0.36%0.18%11.26%
20240.10%0.69%1.56%-2.78%2.47%1.16%2.00%1.78%1.61%-1.58%1.42%-1.96%6.47%
20234.59%-2.40%2.45%0.60%-1.09%1.81%1.28%-1.23%-2.88%-1.90%5.61%3.98%10.89%
2022-2.90%-1.73%-0.96%-4.85%-0.00%-3.74%3.79%-2.53%-5.89%1.30%4.37%-2.15%-14.74%
2021-0.38%0.69%0.46%2.12%0.52%0.88%0.95%0.83%-1.76%1.64%-0.77%1.39%6.70%

Benchmark Metrics

Voya Solution Income Portfolio has an annualized alpha of 1.85%, beta of 0.31, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since May 02, 2005.

  • This fund participated in 43.53% of S&P 500 Index downside but only 39.96% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.31 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.85%
Beta
0.31
0.76
Upside Capture
39.96%
Downside Capture
43.53%

Expense Ratio

ISWIX has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

ISWIX ranks 61 for risk / return — better than 61% 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.


ISWIX Risk / Return Rank: 6161
Overall Rank
ISWIX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ISWIX Sortino Ratio Rank: 7171
Sortino Ratio Rank
ISWIX Omega Ratio Rank: 6565
Omega Ratio Rank
ISWIX Calmar Ratio Rank: 4747
Calmar Ratio Rank
ISWIX Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


ISWIXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.25

0.90

+0.35

Sortino ratio

Return per unit of downside risk

1.81

1.39

+0.43

Omega ratio

Gain probability vs. loss probability

1.25

1.21

+0.04

Calmar ratio

Return relative to maximum drawdown

1.18

1.40

-0.22

Martin ratio

Return relative to average drawdown

5.18

6.61

-1.43

Explore ISWIX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Voya Solution Income Portfolio provided a 3.93% dividend yield over the last twelve months, with an annual payout of $0.43 per share.


5.00%10.00%15.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.43$0.43$0.31$0.42$1.67$0.90$0.36$0.61$0.62$0.34$0.27$0.78

Dividend yield

3.93%3.85%2.99%4.17%17.41%6.86%2.76%5.10%5.54%2.79%2.38%6.99%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.00$0.43
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.31
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.42
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.67$0.00$0.00$0.00$0.00$1.67
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.90$0.00$0.00$0.00$0.00$0.90

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 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 Solution Income Portfolio was 27.14%, occurring on Mar 9, 2009. Recovery took 274 trading sessions.

The current Voya Solution Income Portfolio drawdown is 4.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-27.14%May 20, 2008202Mar 9, 2009274Apr 9, 2010476
-18.78%Nov 10, 2021238Oct 20, 2022457Aug 16, 2024695
-16.68%Feb 20, 202023Mar 23, 202079Jul 15, 2020102
-8.89%May 3, 2011107Oct 3, 201185Feb 3, 2012192
-6.52%Jan 29, 2018229Dec 24, 201856Mar 18, 2019285

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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