IWEDX
Voya LargeCap Value-W
$13.56
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 759.515M |
| 52 Week High | 13.773 |
| 52 Week Low | 10.824 |
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Key Data
| Symbol | IWEDX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 13.56 |
| Price Yesterday | 13.56 |
| Market Cap | 759.52 |
| YTD Return | 8.67% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 13.77 |
|---|---|
| 52 Week Low | 10.82 |
| Market Cap | 759.52M |
| Shares Outstanding | 56.01M |
| Income Dividend Yield | 1.35% |
| Long Term Dividend Yield | 6.75% |
| Short Term Dividend Yield | 0.89% |
| 52 Week Yield (All) | 8.98% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 29.84% |
| One Months | -4.89% |
| Three Months | -1.01% |
| Six Months | 17.47% |
| Nine Months | 28.76% |
| One Year | 18.07% |
| Three Years | 8.59% |
| Five Years | 11.28% |
| Ten Years | 8.58% |
| YTD | 17.51% |
| Since Inception | 11.86% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.52% |
| One Month | -0.40% |
| Three Months | -0.25% |
| Six Months | 8.24% |
| Nine Months | 20.61% |
| One Year | 18.05% |
| Three Years | 27.88% |
| Five Years | 70.44% |
| Ten Years | 127.25% |
| YTD | 8.67% |
| Since Inception | 440.67% |
Yearly Returns
| 2024 | 8.67% |
|---|---|
| 2023 | 13.55% |
| 2022 | -3.50% |
| 2021 | 26.65% |
| 2020 | 5.89% |
| 2019 | 24.72% |
| 2018 | -7.73% |
| 2017 | 13.53% |
| 2016 | 13.52% |
| 2015 | -6.83% |
Risk against SP-DA
| Alpha | -4.85% |
|---|---|
| Beta | 0.75 |
| Correlation | 79.94% |
| Downside Deviation | 2.47% |
| Coefficient of determination | 63.90% |
| Standard Deviation | 3.02% |
| Sharpe Ratio | -1.02 |
| Sortino | -4.3 |
| Treynor | 16.88 |
| Ulcer Index | 3.04 |
| Ulcer Performance Index | -3.51 |