Performance analysis of IGA (Voya Global Advantage and Premium Opportunity Fund)
Annual Return
Over the past 3 years, IGA has had an average annual return of +18.17%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IGA has had an average annual return of +10.57%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IGA has had an average annual return of +9.80%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 27, 2005, IGA has had an average annual return of +6.83%, underperforming the benchmark SPY, which returned +11.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.14% | +17.25% | +19.98% | +7.58% | -8.41% | +28.36% | -7.96% | +23.47% | -12.37% | +26.16% | +4.73% | +0.49% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +7.15% | +13.44% | +17.39% | -11.84% | +9.49% | +40.91% | -34.65% | +2.08% | +36.73% | -10.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.26% | +2.28% | -4.35% | +3.74% | +1.49% | -0.18% | +5.14% | ||||||
| 2025 | +3.04% | +4.11% | +1.28% | +0.87% | +3.95% | -1.04% | -1.99% | +4.55% | +0.05% | -1.07% | +1.81% | +0.72% | +17.25% |
| 2024 | +0.24% | +0.35% | +5.48% | -0.03% | +0.40% | +1.66% | +6.55% | +2.55% | +1.02% | -0.36% | +4.57% | -3.63% | +19.98% |
| 2023 | +4.83% | -2.63% | -3.83% | +1.63% | -4.24% | +5.17% | +1.40% | +0.71% | -2.58% | -2.23% | +6.44% | +3.43% | +7.58% |
| 2022 | -4.34% | -4.23% | +1.89% | -1.30% | +2.67% | -5.20% | +2.52% | -0.11% | -7.67% | +4.19% | +6.18% | -2.35% | -8.41% |
| 2021 | -1.94% | +3.96% | +7.29% | +0.61% | +2.23% | +1.77% | +2.04% | +3.67% | -2.55% | +2.43% | +1.21% | +4.93% | +28.36% |
| 2020 | +0.19% | -11.53% | -17.54% | +8.91% | +1.85% | -0.97% | +2.95% | +2.19% | -0.84% | -3.48% | +8.65% | +4.77% | -7.96% |
| 2019 | +10.55% | +1.77% | +4.25% | +1.19% | -3.46% | +3.68% | +2.23% | -1.87% | -1.61% | +1.86% | +1.74% | +1.60% | +23.47% |
| 2018 | +1.31% | -3.37% | -2.50% | +4% | +4.59% | -0.34% | +2.18% | +0.18% | -1.55% | -10.41% | +2.49% | -8.47% | -12.37% |
| 2017 | +2.75% | +2.87% | +0.87% | +3.46% | +1.51% | +0.37% | +2.76% | +1.29% | +4.44% | +2.07% | -0.95% | +2.14% | +26.16% |
Drawdown analysis of IGA (Voya Global Advantage and Premium Opportunity Fund)
The maximum drawdown for the IGA was -57.33%, occurring on Nov 20, 2008. Recovery took 564 trading sessions.
The current IGA drawdown is -0.33%.
Since Oct 27, 2005 IGA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.33% | Jun 19, 2007 | 361 | Nov 20, 2008 | 564 | Feb 17, 2011 | 925 |
| -41.68% | Jan 16, 2020 | 45 | Mar 23, 2020 | 285 | May 10, 2021 | 330 |
| -24.65% | Jul 1, 2011 | 25 | Aug 8, 2011 | 355 | Jan 7, 2013 | 380 |
| -24.62% | Jun 23, 2015 | 161 | Feb 11, 2016 | 291 | Apr 7, 2017 | 452 |
| -22.28% | Aug 29, 2018 | 80 | Dec 24, 2018 | 151 | Aug 1, 2019 | 231 |
| -17.01% | Dec 29, 2021 | 197 | Oct 11, 2022 | 356 | Mar 13, 2024 | 553 |
| -13.18% | Sep 19, 2014 | 18 | Oct 15, 2014 | 121 | Apr 10, 2015 | 139 |
| -12.04% | Oct 27, 2005 | 39 | Dec 22, 2005 | 68 | Apr 3, 2006 | 107 |
| -11.81% | May 20, 2013 | 24 | Jun 24, 2013 | 272 | Jul 23, 2014 | 296 |
| -11.23% | Apr 1, 2025 | 4 | Apr 7, 2025 | 11 | Apr 23, 2025 | 15 |
| -8.55% | Jan 29, 2018 | 41 | Mar 28, 2018 | 38 | May 22, 2018 | 79 |
| -8.25% | Apr 4, 2006 | 35 | May 24, 2006 | 44 | Jul 27, 2006 | 79 |
| -7.66% | Mar 26, 2013 | 7 | Apr 5, 2013 | 31 | May 20, 2013 | 38 |
| -6.95% | Feb 27, 2026 | 20 | Mar 27, 2026 | 39 | May 22, 2026 | 59 |
| -6.69% | Aug 1, 2019 | 43 | Oct 2, 2019 | 52 | Dec 16, 2019 | 95 |
| -6.67% | Dec 29, 2006 | 42 | Mar 5, 2007 | 13 | Mar 22, 2007 | 55 |
| -6.58% | Feb 17, 2011 | 18 | Mar 16, 2011 | 75 | Jul 1, 2011 | 93 |
| -5.78% | Dec 2, 2024 | 13 | Dec 19, 2024 | 35 | Feb 12, 2025 | 48 |
| -5.78% | Jul 29, 2014 | 7 | Aug 7, 2014 | 10 | Aug 21, 2014 | 17 |
| -4.59% | Oct 8, 2025 | 31 | Nov 20, 2025 | 16 | Dec 15, 2025 | 47 |
| -4.26% | Jul 31, 2024 | 3 | Aug 5, 2024 | 9 | Aug 16, 2024 | 12 |
| -4.22% | Mar 28, 2024 | 11 | Apr 15, 2024 | 6 | Apr 23, 2024 | 17 |
| -4.14% | Sep 7, 2021 | 19 | Oct 4, 2021 | 26 | Nov 9, 2021 | 45 |
| -3.91% | May 20, 2015 | 13 | Jun 9, 2015 | 10 | Jun 23, 2015 | 23 |
| -3.73% | Oct 31, 2017 | 11 | Nov 15, 2017 | 23 | Dec 19, 2017 | 34 |