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Voya Target Retirement 2040 A (VTRJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.27-0.04 (-0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.43%
5-year average return9.14%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)23.42%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return23.42%
Worst 3-yr total return3.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVTRJXCategory
YTD6.91%10.80%
1-month4.15%1.06%
3-month3.23%6.14%
1-year19.77%33.59%
3-year3.34%12.99%
5-year10.03%12.87%
10-year7.57%9.72%
Last bull market21.36%19.05%
Last bear market-14.13%-17.54%

Annual total return (%) history

Year
VTRJXCategory
2024
N/AN/A
2023
18.78%N/A
2022
-18.56%N/A
2021
17.25%N/A
2020
16.72%14.56%
2019
23.42%23.19%
2018
-8.68%-7.74%
2017
19.93%19.52%
2016
7.18%7.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.61%N/AN/AN/A
20236.31%4.85%-3.82%10.81%
2022-6.09%-14.13%-6.70%8.25%
20214.37%6.48%-0.86%6.42%
2020-19.49%18.18%7.37%14.25%
201910.79%3.30%0.56%7.25%
2018-1.03%0.32%3.50%-11.13%
20175.65%3.40%4.43%5.13%
2016-0.09%1.61%4.37%1.16%

Rank in category (by total return)

YTD38
1-month12
3-month36
1-year31
3-year34
5-year25

Load adjusted returns

1-year12.88%
3-year1.32%
5-year8.74%
10-year6.93%