IBPIX
Voya Balanced-I
$15.20
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 312.358M |
| 52 Week High | 15.2 |
| 52 Week Low | 12.386 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | IBPIX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 15.2 |
| Price Yesterday | 15.2 |
| Market Cap | 312.36 |
| YTD Return | 8.45% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0078 |
Overview
| 52 Week High | 15.20 |
|---|---|
| 52 Week Low | 12.39 |
| Market Cap | 312.36M |
| Shares Outstanding | 20.55M |
| Income Dividend Yield | 2.13% |
| Long Term Dividend Yield | 2.74% |
| Short Term Dividend Yield | 0.46% |
| 52 Week Yield (All) | 5.33% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 88.63% |
| One Months | 34.15% |
| Three Months | 15.53% |
| Six Months | 19.56% |
| Nine Months | 25.55% |
| One Year | 16.24% |
| Three Years | 2.99% |
| Five Years | 7.19% |
| Ten Years | 6.14% |
| YTD | 17.04% |
| Since Inception | 7.40% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.27% |
| One Month | 2.36% |
| Three Months | 3.61% |
| Six Months | 9.18% |
| Nine Months | 18.37% |
| One Year | 16.23% |
| Three Years | 9.19% |
| Five Years | 41.41% |
| Ten Years | 81.21% |
| YTD | 8.45% |
| Since Inception | 1128.78% |
Yearly Returns
| 2024 | 8.45% |
|---|---|
| 2023 | 15.91% |
| 2022 | -17.24% |
| 2021 | 15.92% |
| 2020 | 10.84% |
| 2019 | 19.11% |
| 2018 | -6.83% |
| 2017 | 14.74% |
| 2016 | 7.81% |
| 2015 | -1.86% |
Risk against SP-DA
| Alpha | -5.68% |
|---|---|
| Beta | 0.71 |
| Correlation | 96.49% |
| Downside Deviation | 2.47% |
| Coefficient of determination | 93.10% |
| Standard Deviation | 2.36% |
| Sharpe Ratio | -1.52 |
| Sortino | -5.06 |
| Treynor | 15.33 |
| Ulcer Index | 2.68 |
| Ulcer Performance Index | -4.65 |