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Voya Large Cap Value R (IEDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.88+0.02 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.38%
5-year average return11.12%
Number of years up9
Number of years down3
Best 1-yr total return (26 Jun 2024)29.91%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return29.91%
Worst 3-yr total return5.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIEDRXCategory
YTD9.66%4.44%
1-month3.72%-4.04%
3-month4.70%4.09%
1-year25.66%14.37%
3-year7.91%6.04%
5-year12.57%9.20%
10-year8.74%8.57%
Last bull market23.60%22.97%
Last bear market-10.41%-11.27%

Annual total return (%) history

Year
IEDRXCategory
2024
N/AN/A
2023
13.04%11.63%
2022
-3.86%-5.90%
2021
25.95%26.22%
2020
5.37%2.91%
2019
24.18%25.04%
2018
-8.20%-8.53%
2017
12.95%15.94%
2016
13.01%14.81%
2015
-5.09%-4.05%
2014
9.34%10.21%
2013
29.91%31.21%
2012
13.93%14.57%
2011
N/A-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.66%N/AN/AN/A
20232.50%2.60%-2.58%10.34%
20221.65%-10.41%-6.58%13.00%
202111.66%5.22%-0.03%7.24%
2020-27.05%16.47%4.12%19.11%
201910.71%4.19%1.22%6.37%
2018-2.44%1.04%5.11%-11.41%
20174.79%1.24%1.96%4.42%
2016-1.28%4.44%2.04%7.42%
20150.40%-0.56%-9.70%5.27%
20142.02%3.96%-0.02%3.11%
201310.14%3.99%3.96%9.10%
201210.00%-3.53%7.51%-0.14%
201112.53%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month21
3-month33
1-year27
3-year23
5-year30

Load adjusted returns

1-year25.66%
3-year7.91%
5-year12.57%
10-year8.74%