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Voya Global Perspectives W (IWPVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.360.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.81%
5-year average return3.55%
Number of years up7
Number of years down3
Best 1-yr total return (27 June 2024)18.24%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return18.24%
Worst 3-yr total return-1.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIWPVXCategory
YTD2.91%8.60%
1-month3.22%0.11%
3-month1.68%4.82%
1-year10.29%25.33%
3-year-1.87%8.02%
5-year4.18%8.06%
10-year3.89%6.03%
Last bull market15.39%13.54%
Last bear market-13.33%-13.20%

Annual total return (%) history

Year
IWPVXCategory
2024
N/AN/A
2023
11.01%N/A
2022
-19.35%N/A
2021
5.45%N/A
2020
15.27%6.18%
2019
18.24%16.10%
2018
-7.64%-8.26%
2017
15.16%14.79%
2016
6.62%6.04%
2015
-3.33%-4.15%
2014
4.06%1.54%
2013
N/A10.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.61%N/AN/AN/A
20234.77%0.93%-3.79%9.12%
2022-7.09%-13.33%-6.47%7.07%
2021-0.16%4.39%-1.15%2.35%
2020-10.99%15.54%4.05%7.73%
20199.19%2.74%0.71%4.65%
2018-0.60%-0.43%1.30%-7.88%
20174.36%3.18%3.52%3.31%
20162.64%2.10%3.08%-1.30%
20152.14%-0.73%-5.42%0.80%
20141.04%3.82%-2.51%1.76%
2013-1.50%5.08%3.99%N/A

Rank in category (by total return)

YTD78
1-month49
3-month87
1-year75
3-year90
5-year82

Load adjusted returns

1-year10.29%
3-year-1.87%
5-year4.18%
10-year3.89%