IWEDX
Voya LargeCap Value-W
$13.08
-0.01 (-0.08%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Value |
---|---|
Market Cap | 705.704M |
52 Week High | 13.757 |
52 Week Low | 10.86 |
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Key Data
Symbol | IWEDX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 13.08 |
Price Yesterday | 13.09 |
Market Cap | 705.70 |
YTD Return | 4.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 13.76 |
---|---|
52 Week Low | 10.86 |
Market Cap | 705.70M |
Shares Outstanding | 53.95M |
Income Dividend Yield | 1.36% |
Long Term Dividend Yield | 6.99% |
Short Term Dividend Yield | 0.92% |
52 Week Yield (All) | 9.28% |
Returns Annualized
One Day | -17.53% |
---|---|
Five Days | -74.58% |
One Months | -21.43% |
Three Months | 20.65% |
Six Months | 34.12% |
Nine Months | 14.66% |
One Year | 13.52% |
Three Years | 7.89% |
Five Years | 11.20% |
Ten Years | 8.73% |
YTD | 15.82% |
Since Inception | 11.74% |
Returns Total
One Day | -0.08% |
---|---|
Five Days | -2.68% |
One Month | -2.08% |
Three Months | 4.80% |
Six Months | 15.66% |
Nine Months | 10.86% |
One Year | 13.50% |
Three Years | 25.55% |
Five Years | 69.78% |
Ten Years | 130.61% |
YTD | 4.46% |
Since Inception | 419.67% |
Yearly Returns
2024 | 4.46% |
---|---|
2023 | 13.55% |
2022 | -3.48% |
2021 | 26.65% |
2020 | 5.88% |
2019 | 24.73% |
2018 | -7.73% |
2017 | 13.53% |
2016 | 13.53% |
2015 | -6.84% |
Risk against SP-DA
Alpha | -6.39% |
---|---|
Beta | 0.85 |
Correlation | 89.98% |
Downside Deviation | 2.84% |
Coefficient of determination | 80.97% |
Standard Deviation | 3.20% |
Sharpe Ratio | -0.81 |
Sortino | -3.18 |
Treynor | 9.61 |
Ulcer Index | 3.21 |
Ulcer Performance Index | -2.81 |