Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/29/2019.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AESGX (VOYA SMALL COMPANY FUND CLASS I) | NA | 6.56% | 5.09% | 7.38% | 11.51% | 8.43% | 8.17% | 9.46% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AESGX (VOYA SMALL COMPANY FUND CLASS I) | 06/20/1996 | 11/29/2019 |
The return data shown below all have the same latest date: 11/29/2019.
AR inception is since 06/20/1996.
AR inception is since 06/20/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.56 | 5.09 | 7.38 | 11.51 | 8.43 | 8.17 | 9.46 | 21.47 | -16.09 | 11.01 | 23.90 | -1.41 | 6.16 | 37.21 | 14.12 | -2.81 | 24.02 | 27.42 | -31.21 | 5.15 | 16.59 | 9.19 | 13.94 | 39.79 | -23.76 | 3.74 | 7.65 | 31.01 | 1.28 | 33.29 | 2.52 |
| Sharpe Ratio | NA | 0.30 | 0.27 | 0.41 | 0.62 | NA | NA | 0.38 | 1.44 | -0.99 | 0.93 | 1.36 | -0.09 | 0.44 | 2.82 | 0.89 | -0.09 | 1.11 | 0.84 | -0.76 | 0.13 | 0.84 | 0.47 | 0.79 | 2.08 | -1.06 | 0.07 | 0.13 | 2.01 | -0.11 | 2.14 | 0.11 |
| Standard Deviation(%) | NA | 17.23 | 14.89 | 15.65 | 18.03 | NA | NA | 20.64 | 15.43 | 17.56 | 11.23 | 17.31 | 15.74 | 13.98 | 13.20 | 15.92 | 30.78 | 21.65 | 32.52 | 42.12 | 16.96 | 15.94 | 15.00 | 16.39 | 18.83 | 23.47 | 19.84 | 27.96 | 13.84 | 18.65 | 13.84 | 11.51 |
| Draw Down(%) | NA | 18.75 | 26.62 | 26.62 | 27.41 | NA | NA | 54.96 | 9.20 | 26.62 | 6.89 | 13.96 | 13.15 | 11.41 | 5.31 | 11.81 | 27.41 | 17.86 | 31.26 | 46.65 | 10.31 | 14.19 | 9.91 | 16.30 | 13.36 | 33.75 | 19.23 | 30.80 | 11.37 | 35.51 | 10.13 | 10.83 |
| Yield(%) | 0.00 | 14.61 | 10.38 | 10.46 | 11.87 | 8.79 | 8.89 | 9.38 | 0.00 | 13.87 | 11.90 | 7.76 | 14.63 | 9.03 | 10.89 | 8.56 | 4.88 | 0.00 | 0.00 | 2.41 | 22.01 | 19.31 | 10.68 | 0.00 | 0.14 | 0.00 | 0.29 | 5.90 | 8.59 | 0.99 | 36.66 | 23.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AESGX (VOYA SMALL COMPANY FUND CLASS I) |
-16.91%
Feb 2000 - Feb 2003 |
-4.13%
Feb 2004 - Feb 2009 |
1.52%
Feb 2000 - Feb 2010 |
5.85%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AESGX (VOYA SMALL COMPANY FUND CLASS I) |
35.05%
Feb 1997 - Feb 2000 |
24.84%
Feb 2009 - Feb 2014 |
15.54%
Feb 2009 - Feb 2019 |
11.94%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart