Nasdaq - Delayed Quote USD

Voya Balanced Income A (IIFAX)

8.76 -0.01 (-0.11%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.10%
5y Average Return 2.87%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 18, 2024) 31.13%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 31.13%
Worst 3Y Total Return -1.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IIFAX
Category
YTD
5.07%
5.91%
1-Month
1.63%
0.61%
3-Month
5.07%
4.02%
1-Year
13.21%
18.59%
3-Year
2.03%
8.56%
5-Year
3.73%
7.44%
10-Year
3.98%
6.20%
Last Bull Market
15.62%
11.89%
Last Bear Market
-8.90%
-8.23%

Annual Total Return (%) History

Year
IIFAX
Category
2024
--
--
2023
11.02%
--
2022
-14.30%
--
2021
8.65%
--
2020
2.80%
8.86%
2019
17.93%
14.81%
2018
-5.39%
-5.04%
2017
10.03%
9.86%

2016
15.26%
6.62%
2015
-6.72%
-2.32%
2014
4.69%
4.02%
2013
14.14%
7.23%
2012
12.33%
9.40%
2011
2.06%
1.70%
2010
12.51%
10.03%
2009
31.13%
20.77%
2008
-29.64%
-18.61%
2007
2.17%
4.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.07% -- -- --
2023 3.03% 2.08% -1.45% 7.12%
2022 -4.81% -8.90% -4.29% 3.26%
2021 2.25% 2.80% 0.38% 2.97%
2020 -15.12% 9.85% 4.16% 5.85%
2019 9.65% 3.81% 1.36% 2.21%
2018 -2.42% 2.38% 2.05% -7.20%
2017 3.77% 0.82% 3.58% 1.54%
2016 2.14% 4.79% 4.14% 3.41%
2015 0.18% -1.54% -6.49% 1.13%

2014 4.39% 4.64% -2.42% -1.78%
2013 5.35% -0.75% 3.38% 5.60%
2012 5.03% 0.80% 4.53% 1.51%
2011 4.84% 0.67% -9.59% 6.94%
2010 2.89% -3.12% 7.63% 4.87%
2009 -3.69% 15.75% 11.33% 5.66%
2008 -5.13% 0.66% -14.85% -13.47%
2007 2.54% 1.95% 0.99% -3.22%

Rank in Category (By Total Return)

YTD 7
1-Month 86
3-Month 7
1-Year 9
3-Year 29
5-Year 79

Load Adjusted Returns

1-Year 13.21%
3-Year 2.03%
5-Year 3.73%
10-Year 3.98%

Performance & Risk

YTD Return 2.10%
5y Average Return 2.87%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Voya
Net Assets 231.35M
YTD Return 5.07%
Yield 2.38%
Morningstar Rating
Inception Date May 03, 2006

Fund Summary

Under normal market conditions, the manager intends to invest approximately 60% of its assets in fixed-income securities and approximately 40% of its assets in equity securities ("Target Allocation"). The Portfolio may also invest in derivatives, including options, futures, index futures, swaps (including interest rate swaps, total return swaps, and credit default swaps), and currency forwards, as a substitute for taking a position in an underlying asset, to make tactical asset allocations, to seek to minimize risk, to enhance returns, and/or assist in managing cash.

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