Nasdaq - Delayed Quote USD

Voya Index Solution 2040 Port I (IDXLX)

17.45 +0.13 (+0.75%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.85%
5y Average Return 8.10%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 23.90%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 23.90%
Worst 3Y Total Return 3.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IDXLX
Category
YTD
6.65%
10.80%
1-Month
2.86%
1.06%
3-Month
6.65%
6.14%
1-Year
19.19%
33.59%
3-Year
4.96%
12.99%
5-Year
9.37%
12.87%
10-Year
7.91%
9.72%
Last Bull Market
32.28%
19.05%
Last Bear Market
-13.76%
-17.54%

Annual Total Return (%) History

Year
IDXLX
Category
2024
--
--
2023
18.87%
--
2022
-18.08%
--
2021
16.58%
--
2020
15.62%
14.56%
2019
23.82%
23.19%
2018
-7.53%
-7.74%
2017
19.68%
19.52%

2016
8.24%
7.95%
2015
-1.50%
-1.99%
2014
6.21%
5.25%
2013
23.90%
19.97%
2012
15.63%
14.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.65% -- -- --
2023 6.36% 4.88% -3.82% 10.79%
2022 -6.04% -13.76% -6.71% 8.37%
2021 4.73% 6.12% -1.09% 6.06%
2020 -18.63% 17.21% 6.85% 13.47%
2019 10.78% 3.45% 0.60% 7.40%
2018 -0.79% 0.74% 4.08% -11.10%
2017 5.50% 3.43% 4.32% 5.14%
2016 0.55% 1.94% 4.07% 1.47%
2015 2.63% -0.28% -7.73% 4.32%

2014 1.49% 4.34% -1.74% 2.08%
2013 7.67% 0.54% 6.50% 7.48%
2012 11.53% -4.09% 5.51% 2.45%

Rank in Category (By Total Return)

YTD 42
1-Month 53
3-Month 42
1-Year 36
3-Year 41
5-Year 30

Load Adjusted Returns

1-Year 19.19%
3-Year 4.96%
5-Year 9.37%
10-Year 7.91%

Performance & Risk

YTD Return 2.85%
5y Average Return 8.10%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Voya
Net Assets 979.92M
YTD Return 6.65%
Yield 1.65%
Morningstar Rating
Inception Date May 01, 2015

Fund Summary

Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a combination of underlying funds which are passively managed index funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other fixed-income instruments and the Portfolio uses an asset allocation strategy designed for investors expecting to retire around the year 2040.

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