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IFTIX vs. IGD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IFTIX vs. IGD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Voya International High Dividend Low Volatility Portfolio (IFTIX) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD). The values are adjusted to include any dividend payments, if applicable.

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IFTIX vs. IGD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IFTIX
Voya International High Dividend Low Volatility Portfolio
1.94%37.73%7.31%14.73%-8.89%12.10%-0.52%16.67%-14.95%22.34%
IGD
Voya Global Equity Dividend and Premium Opportunity Fund
1.36%18.22%22.44%1.00%-5.01%29.11%-7.25%16.91%-16.19%25.85%

Returns By Period

In the year-to-date period, IFTIX achieves a 1.94% return, which is significantly higher than IGD's 1.36% return. Both investments have delivered pretty close results over the past 10 years, with IFTIX having a 8.53% annualized return and IGD not far behind at 8.38%.


IFTIX

1D
0.72%
1M
-7.39%
YTD
1.94%
6M
6.87%
1Y
23.18%
3Y*
18.09%
5Y*
10.85%
10Y*
8.53%

IGD

1D
1.79%
1M
-4.20%
YTD
1.36%
6M
1.19%
1Y
10.53%
3Y*
15.70%
5Y*
10.28%
10Y*
8.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IFTIX vs. IGD - Expense Ratio Comparison

IFTIX has a 0.72% expense ratio, which is higher than IGD's 0.02% expense ratio.


Return for Risk

IFTIX vs. IGD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IFTIX
IFTIX Risk / Return Rank: 8888
Overall Rank
IFTIX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
IFTIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
IFTIX Omega Ratio Rank: 8383
Omega Ratio Rank
IFTIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
IFTIX Martin Ratio Rank: 9393
Martin Ratio Rank

IGD
IGD Risk / Return Rank: 3333
Overall Rank
IGD Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
IGD Sortino Ratio Rank: 2626
Sortino Ratio Rank
IGD Omega Ratio Rank: 2626
Omega Ratio Rank
IGD Calmar Ratio Rank: 3737
Calmar Ratio Rank
IGD Martin Ratio Rank: 4747
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.

IFTIX vs. IGD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Voya International High Dividend Low Volatility Portfolio (IFTIX) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD). 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.


IFTIXIGDDifference

Sharpe ratio

Return per unit of total volatility

1.66

0.70

+0.97

Sortino ratio

Return per unit of downside risk

2.21

1.03

+1.18

Omega ratio

Gain probability vs. loss probability

1.34

1.15

+0.19

Calmar ratio

Return relative to maximum drawdown

2.85

1.01

+1.84

Martin ratio

Return relative to average drawdown

11.81

4.73

+7.08

IFTIX vs. IGD - Sharpe Ratio Comparison

The current IFTIX Sharpe Ratio is 1.66, which is higher than the IGD Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of IFTIX and IGD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IFTIXIGDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

0.70

+0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

0.71

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.51

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.23

+0.07

Correlation

The correlation between IFTIX and IGD is 0.60, 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

IFTIX vs. IGD - Dividend Comparison

IFTIX's dividend yield for the trailing twelve months is around 45.41%, more than IGD's 11.40% yield.


TTM20252024202320222021202020192018201720162015
IFTIX
Voya International High Dividend Low Volatility Portfolio
45.41%5.45%4.88%4.42%4.87%2.41%17.71%10.80%2.45%1.89%3.45%4.29%
IGD
Voya Global Equity Dividend and Premium Opportunity Fund
11.40%11.36%11.44%9.66%8.87%7.73%9.20%10.47%12.49%9.45%13.23%13.03%

Drawdowns

IFTIX vs. IGD - Drawdown Comparison

The maximum IFTIX drawdown since its inception was -57.91%, roughly equal to the maximum IGD drawdown of -59.29%. Use the drawdown chart below to compare losses from any high point for IFTIX and IGD.


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Drawdown Indicators


IFTIXIGDDifference

Max Drawdown

Largest peak-to-trough decline

-57.91%

-59.29%

+1.38%

Max Drawdown (1Y)

Largest decline over 1 year

-9.20%

-10.70%

+1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-25.56%

-15.81%

-9.75%

Max Drawdown (10Y)

Largest decline over 10 years

-37.08%

-41.03%

+3.95%

Current Drawdown

Current decline from peak

-7.39%

-4.52%

-2.87%

Average Drawdown

Average peak-to-trough decline

-11.63%

-9.96%

-1.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

2.35%

+0.11%

Volatility

IFTIX vs. IGD - Volatility Comparison

Voya International High Dividend Low Volatility Portfolio (IFTIX) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD) have volatilities of 5.42% and 5.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IFTIXIGDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

5.62%

-0.20%

Volatility (6M)

Calculated over the trailing 6-month period

8.57%

8.89%

-0.32%

Volatility (1Y)

Calculated over the trailing 1-year period

14.83%

15.22%

-0.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.38%

14.48%

-1.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.93%

16.61%

-1.68%