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IIBOX: VOYA INTERMEDIATE BOND FUND CLASS R (MUTUAL FUND)
Basic Info 8.72 0.03(0.35%) April 25
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 03/30/2004 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.89% |
| Expenses | 0.35% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 1.2 | 6.4 | 1.1 | -0.7 | 1.1 | 2.5 | 2.6 | 2.5 | 1.9 | 6.4 | -14.8 | -1.7 | 5.9 | 9.3 | -0.8 | 4.2 | 3.5 | 0.2 | 6.2 | -1.0 | 6.8 | 7.4 | 9.5 | 12.2 | -10.3 | 5.5 | 3.6 | 2.3 | 0.3 |
| Sharpe Ratio | NA | 0.14 | 0.0 | -0.49 | -0.58 | -0.12 | NA | NA | 0.27 | -0.87 | 0.3 | -2.23 | -0.49 | 0.91 | 2.25 | -0.77 | 1.29 | 1.04 | 0.03 | 2.44 | -0.3 | 2.33 | 1.78 | 1.48 | 2.3 | -1.5 | 0.64 | 0.12 | 0.03 | -0.14 |
| Draw Down(%) | NA | 2.8 | 4.7 | 10.1 | 20.8 | 20.8 | NA | NA | 20.8 | 4.1 | 7.3 | 18.6 | 3.5 | 11.3 | 2.1 | 3.1 | 1.3 | 3.8 | 2.9 | 1.2 | 5.4 | 1.6 | 2.0 | 3.7 | 5.4 | 14.8 | 2.3 | 2.1 | 2.5 | 4.0 |
| Standard Deviation(%) | NA | 5.6 | 5.3 | 6.6 | 5.7 | 4.9 | NA | NA | 4.7 | 5.4 | 7.2 | 7.3 | 3.5 | 6.2 | 3.5 | 2.8 | 2.8 | 3.1 | 3.6 | 2.5 | 3.3 | 2.9 | 4.1 | 6.4 | 5.3 | 7.5 | 4.0 | 3.1 | 2.9 | 4.2 |
| Treynor Ratio | NA | 0.01 | 0.0 | -0.04 | -0.04 | -0.01 | NA | NA | 0.02 | -0.05 | 0.02 | -0.2 | -0.02 | 0.07 | 0.08 | -0.02 | 0.04 | 0.04 | 0.0 | 0.08 | -0.01 | 0.1 | 0.1 | 0.14 | 0.18 | -0.19 | 0.03 | 0.0 | 0.0 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.92 | 0.93 | 0.89 | 0.85 | 0.87 | NA | NA | 0.79 | 0.94 | 0.91 | 0.83 | 0.76 | 0.86 | 0.98 | 0.93 | 0.92 | 0.76 | 0.8 | 0.77 | 0.83 | 0.67 | 0.75 | 0.67 | 0.69 | 0.59 | 0.79 | 0.82 | 0.74 | 0.76 |
| RSquared | NA | 0.93 | 0.91 | 0.93 | 0.88 | 0.86 | NA | NA | 0.73 | 0.91 | 0.95 | 0.94 | 0.79 | 0.62 | 0.86 | 0.77 | 0.86 | 0.78 | 0.87 | 0.84 | 0.87 | 0.51 | 0.81 | 0.3 | 0.82 | 0.38 | 0.84 | 0.91 | 0.9 | 0.76 |
| Yield(%) | N/A | 0.0 | 2.9 | 2.8 | 2.5 | 2.6 | 3.0 | 3.2 | N/A | 3.8 | 3.4 | 1.9 | 2.2 | 2.9 | 3.2 | 2.6 | 2.7 | 2.8 | 2.1 | 2.7 | 2.6 | 2.8 | 4.3 | 5.1 | 6.1 | 6.5 | 4.6 | 4.5 | 3.6 | 2.3 |
| Dividend Growth(%) | N/A | -100.0 | -22.9 | -5.1 | -5.6 | -36.4 | N/A | N/A | N/A | 13.3 | 47.9 | -15.1 | -24.2 | -1.1 | 17.9 | -0.9 | -4.0 | 27.2 | -16.9 | -0.4 | -4.7 | -32.3 | -11.9 | -12.2 | -22.6 | 44.9 | 1.1 | 23.8 | 53.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2004
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