Performance analysis of IGD (Voya Global Equity Dividend and Premium Opportunity Fund)
Annual Return
Over the past 3 years, IGD has had an average annual return of +19.15%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IGD has had an average annual return of +11.24%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IGD has had an average annual return of +9.10%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 29, 2005, IGD has had an average annual return of +5.38%, underperforming the benchmark SPY, which returned +11.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.05% | +17.19% | +21.34% | +0.96% | -5.01% | +29.11% | -7.26% | +16.96% | -16.17% | +25.84% | +10.23% | -5.43% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +2.64% | +14.73% | +13.68% | -10.56% | -0.02% | +47.56% | -32.62% | -14.70% | +37.61% | -8.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.22% | +4.52% | -4.21% | +8.14% | +4.47% | -1.27% | +13.05% | ||||||
| 2025 | +0.55% | +3.70% | +3.96% | -1.56% | +2.51% | +2.29% | +0.34% | +4.72% | -0.16% | -0.86% | +0.18% | +0.51% | +17.19% |
| 2024 | +1.61% | +1.79% | +4.73% | -2.47% | +1.38% | +0.78% | +10.41% | +1.27% | +0.89% | -3.21% | +5.40% | -2.31% | +21.34% |
| 2023 | +1.66% | -2.02% | -3.95% | +2.37% | -4.28% | +5.32% | +2.14% | -1.74% | -2.78% | -2.25% | +5.08% | +2.04% | +0.96% |
| 2022 | -1.45% | -2.97% | +0.01% | -1.21% | +1.93% | -4.83% | +3.29% | -2.68% | -7.57% | +5.23% | +6.76% | -0.71% | -5.01% |
| 2021 | +1.92% | +3.60% | +4.97% | +3.88% | +2.74% | +0% | +1.68% | +4.01% | -4.53% | +3.07% | +0.00532% | +4.87% | +29.11% |
| 2020 | -0.16% | -10.43% | -16.50% | +10% | +0.84% | -2.04% | +3.96% | +2.62% | -1.59% | -5.09% | +12.10% | +2.33% | -7.26% |
| 2019 | +11.61% | +1.26% | +0.02% | +3.74% | -4.82% | +4.51% | +3.42% | -3.91% | -4.75% | +2.36% | +1.15% | +2.31% | +16.96% |
| 2018 | +2.07% | -3.68% | -2.64% | +1.97% | -1.07% | +2.38% | +5.64% | -2.87% | -0.52% | -9.22% | +2.15% | -10.41% | -16.17% |
| 2017 | +4.13% | +4.15% | +1.53% | +3.04% | +1.90% | +0.55% | +3.07% | +2.23% | +4.25% | +0.38% | -1.36% | -0.49% | +25.84% |
Drawdown analysis of IGD (Voya Global Equity Dividend and Premium Opportunity Fund)
The maximum drawdown for the IGD was -59.27%, occurring on Nov 20, 2008. Recovery took 1339 trading sessions.
The current IGD drawdown is -1.58%.
Since Mar 29, 2005 IGD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.27% | Jun 1, 2007 | 373 | Nov 20, 2008 | 1339 | Mar 20, 2014 | 1712 |
| -41.01% | Jan 24, 2018 | 543 | Mar 23, 2020 | 269 | Apr 16, 2021 | 812 |
| -27.27% | Aug 27, 2014 | 351 | Jan 20, 2016 | 279 | Feb 28, 2017 | 630 |
| -15.81% | Jan 12, 2022 | 187 | Oct 11, 2022 | 355 | Mar 12, 2024 | 542 |
| -15.14% | Aug 31, 2005 | 72 | Dec 13, 2005 | 139 | Jul 5, 2006 | 211 |
| -11.01% | Mar 31, 2025 | 5 | Apr 7, 2025 | 28 | May 16, 2025 | 33 |
| -9.82% | Dec 27, 2006 | 44 | Mar 5, 2007 | 61 | May 31, 2007 | 105 |
| -6.29% | Sep 3, 2021 | 20 | Oct 4, 2021 | 56 | Dec 22, 2021 | 76 |
| -6.19% | Mar 2, 2026 | 20 | Mar 30, 2026 | 10 | Apr 14, 2026 | 30 |
| -5.56% | Oct 23, 2017 | 17 | Nov 15, 2017 | 38 | Jan 11, 2018 | 55 |
| -5.48% | Jul 24, 2014 | 9 | Aug 6, 2014 | 13 | Aug 25, 2014 | 22 |
| -5.34% | Dec 3, 2024 | 26 | Jan 13, 2025 | 25 | Feb 19, 2025 | 51 |
| -4.94% | Mar 28, 2024 | 12 | Apr 16, 2024 | 21 | May 15, 2024 | 33 |
| -4.88% | Sep 19, 2025 | 44 | Nov 20, 2025 | 21 | Dec 22, 2025 | 65 |
| -4.84% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -4.43% | Oct 22, 2024 | 9 | Nov 4, 2024 | 15 | Nov 25, 2024 | 24 |
| -3.62% | Aug 8, 2017 | 2 | Aug 10, 2017 | 11 | Aug 25, 2017 | 13 |
| -3.49% | Oct 27, 2006 | 4 | Nov 2, 2006 | 14 | Nov 22, 2006 | 18 |
| -2.78% | Jun 15, 2021 | 3 | Jun 18, 2021 | 33 | Aug 5, 2021 | 36 |
| -2.71% | May 7, 2021 | 3 | May 12, 2021 | 6 | May 20, 2021 | 9 |
| -2.57% | Dec 22, 2025 | 18 | Jan 20, 2026 | 9 | Feb 2, 2026 | 27 |
| -2.55% | Dec 29, 2021 | 5 | Jan 5, 2022 | 5 | Jan 12, 2022 | 10 |
| -2.50% | May 21, 2024 | 17 | Jun 14, 2024 | 11 | Jul 2, 2024 | 28 |
| -2.48% | Mar 1, 2017 | 6 | Mar 9, 2017 | 13 | Mar 28, 2017 | 19 |
| -2.39% | Jul 18, 2025 | 3 | Jul 23, 2025 | 12 | Aug 8, 2025 | 15 |