ATLAX vs. IEOSX
Compare and contrast key facts about Atlas U.S. Tactical Income Fund (ATLAX) and Voya Large Cap Growth Portfolio (IEOSX).
ATLAX is managed by Voya. It was launched on Sep 29, 2015. IEOSX is managed by Voya. It was launched on May 3, 2004.
Performance
ATLAX vs. IEOSX - Performance Comparison
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ATLAX vs. IEOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATLAX Atlas U.S. Tactical Income Fund | -2.14% | 13.62% | 4.51% | 9.92% | -23.76% | -1.25% | 1.46% | 4.27% | -8.13% | 2.39% |
IEOSX Voya Large Cap Growth Portfolio | -14.02% | 15.13% | 34.53% | 37.38% | -30.74% | 19.20% | 30.20% | 32.51% | -2.11% | 29.48% |
Returns By Period
In the year-to-date period, ATLAX achieves a -2.14% return, which is significantly higher than IEOSX's -14.02% return. Over the past 10 years, ATLAX has underperformed IEOSX with an annualized return of -0.32%, while IEOSX has yielded a comparatively higher 13.14% annualized return.
ATLAX
- 1D
- 0.90%
- 1M
- -3.80%
- YTD
- -2.14%
- 6M
- 0.64%
- 1Y
- 8.22%
- 3Y*
- 7.72%
- 5Y*
- -0.67%
- 10Y*
- -0.32%
IEOSX
- 1D
- -0.87%
- 1M
- -9.49%
- YTD
- -14.02%
- 6M
- -13.31%
- 1Y
- 11.30%
- 3Y*
- 17.92%
- 5Y*
- 8.74%
- 10Y*
- 13.14%
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ATLAX vs. IEOSX - Expense Ratio Comparison
ATLAX has a 1.18% expense ratio, which is higher than IEOSX's 0.92% expense ratio.
Return for Risk
ATLAX vs. IEOSX — Risk / Return Rank
ATLAX
IEOSX
ATLAX vs. IEOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Atlas U.S. Tactical Income Fund (ATLAX) and Voya Large Cap Growth Portfolio (IEOSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ATLAX | IEOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.42 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.67 | 0.81 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | -0.27 | +1.77 |
Martin ratioReturn relative to average drawdown | 5.90 | -0.80 | +6.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATLAX | IEOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.42 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.40 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.02 | 0.62 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.55 | -0.55 |
Correlation
The correlation between ATLAX and IEOSX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ATLAX vs. IEOSX - Dividend Comparison
ATLAX's dividend yield for the trailing twelve months is around 5.36%, less than IEOSX's 14.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATLAX Atlas U.S. Tactical Income Fund | 5.36% | 4.68% | 5.15% | 3.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IEOSX Voya Large Cap Growth Portfolio | 14.16% | 12.18% | 0.00% | 0.00% | 64.49% | 21.60% | 11.24% | 17.89% | 16.66% | 7.29% | 15.02% | 11.09% |
Drawdowns
ATLAX vs. IEOSX - Drawdown Comparison
The maximum ATLAX drawdown since its inception was -39.28%, smaller than the maximum IEOSX drawdown of -44.03%. Use the drawdown chart below to compare losses from any high point for ATLAX and IEOSX.
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Drawdown Indicators
| ATLAX | IEOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.28% | -44.03% | +4.75% |
Max Drawdown (1Y)Largest decline over 1 year | -5.67% | -17.29% | +11.62% |
Max Drawdown (5Y)Largest decline over 5 years | -31.49% | -34.91% | +3.42% |
Max Drawdown (10Y)Largest decline over 10 years | -39.28% | -34.91% | -4.37% |
Current DrawdownCurrent decline from peak | -16.31% | -17.29% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -14.58% | -6.55% | -8.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 8.21% | -6.77% |
Volatility
ATLAX vs. IEOSX - Volatility Comparison
The current volatility for Atlas U.S. Tactical Income Fund (ATLAX) is 2.61%, while Voya Large Cap Growth Portfolio (IEOSX) has a volatility of 5.70%. This indicates that ATLAX experiences smaller price fluctuations and is considered to be less risky than IEOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATLAX | IEOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 5.70% | -3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.82% | 12.21% | -8.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.06% | 24.38% | -17.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.88% | 22.46% | -13.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 21.37% | -4.93% |