Voya Solution Income Portfolio (ISWIX)
The fund 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 expecting to retire soon or are already retired.
Fund Info
US92914H1041
Apr 28, 2005
$0
Large-Cap
Blend
Expense Ratio
ISWIX has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
Loading data...
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
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.
Returns By Period
Voya Solution Income Portfolio had a return of 2.47% year-to-date (YTD) and 9.11% in the last 12 months. Over the past 10 years, Voya Solution Income Portfolio had an annualized return of 1.75%, while the S&P 500 had an annualized return of 11.29%, indicating that Voya Solution Income Portfolio did not perform as well as the benchmark.
ISWIX
2.47%
1.70%
2.18%
9.11%
0.56%
1.75%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of ISWIX, 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 | 1.71% | 2.47% | |||||||||||
2024 | 0.10% | 0.69% | 1.52% | -2.74% | 2.47% | 1.16% | 2.00% | 1.79% | 1.61% | -2.14% | 2.00% | -1.96% | 6.48% |
2023 | 4.59% | -2.40% | 2.45% | 0.60% | -1.09% | 1.81% | 1.28% | -2.17% | -2.88% | -1.90% | 5.61% | 3.98% | 9.83% |
2022 | -2.90% | -1.73% | -0.96% | -4.85% | -0.00% | -3.74% | 3.79% | -12.69% | -5.90% | 1.30% | 4.37% | -2.15% | -23.62% |
2021 | -0.38% | 0.69% | 0.46% | 2.12% | 0.52% | 0.88% | 0.95% | -2.81% | -1.76% | 1.64% | -0.77% | 1.39% | 2.84% |
2020 | 1.08% | -1.97% | -7.37% | 5.52% | 2.57% | 1.34% | 3.55% | 1.29% | -1.05% | -0.41% | 5.32% | 2.10% | 11.89% |
2019 | 3.49% | 0.86% | 1.46% | 1.10% | -0.67% | 2.52% | 0.41% | -1.16% | 0.09% | 0.60% | 0.93% | 1.01% | 11.06% |
2018 | 1.57% | -2.03% | -0.25% | -0.17% | 0.42% | -0.17% | 1.08% | -1.82% | -0.17% | -2.84% | 0.89% | -1.76% | -5.23% |
2017 | 1.05% | 1.65% | 0.09% | 0.94% | 1.02% | 0.08% | 1.09% | 0.35% | 0.34% | 0.84% | 0.75% | 0.75% | 9.32% |
2016 | -1.44% | 0.00% | 3.01% | 0.71% | 0.44% | 0.70% | 1.74% | -1.09% | 0.26% | -1.22% | -0.27% | 0.80% | 3.61% |
2015 | 0.67% | 1.68% | -0.16% | 0.17% | 0.08% | -1.32% | 1.00% | -5.90% | -0.90% | 2.74% | -0.27% | -0.98% | -3.39% |
2014 | -0.35% | 2.35% | -0.09% | 0.51% | 1.53% | 0.84% | -0.91% | 1.87% | -1.69% | 1.37% | 1.02% | -0.50% | 6.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ISWIX is 70, 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 Income Portfolio (ISWIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Voya Solution Income Portfolio provided a 2.92% dividend yield over the last twelve months, with an annual payout of $0.32 per share.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.32 | $0.32 | $0.33 | $0.50 | $0.41 | $0.33 | $0.37 | $0.32 | $0.30 | $0.14 | $0.36 | $0.34 |
Dividend yield | 2.92% | 2.99% | 3.24% | 5.20% | 3.15% | 2.51% | 3.10% | 2.90% | 2.49% | 1.26% | 3.21% | 2.84% |
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.
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 | $0.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
2019 | $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 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 |
2014 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 |
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 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 28.80%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current Voya Solution Income Portfolio drawdown is 10.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-28.8% | Jul 30, 2021 | 310 | Oct 20, 2022 | — | — | — |
-28.33% | May 20, 2008 | 201 | Mar 9, 2009 | 387 | Sep 20, 2010 | 588 |
-16.68% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
-9.58% | Apr 27, 2015 | 202 | Feb 11, 2016 | 299 | Apr 20, 2017 | 501 |
-8.89% | May 3, 2011 | 107 | Oct 3, 2011 | 85 | Feb 3, 2012 | 192 |
Volatility
Volatility Chart
The current Voya Solution Income Portfolio volatility is 1.32%, 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.