Voya Financial, Inc. · NYSE:VOYA
Voya Financial — Investor Presentation (March 2025)
113 slides from Voya Financial's investor presentation, Mar 31, 2025
Slide 1: GIPS Presentation
GIPS Presentation Quarter Ending March 31, 2025 Client Name Presented by Name, Title Date IM4440042 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public.
Slide 2: Table of Contents
Table of Contents 01. Equity 02. Fixed Income 03. Multi-Asset 04. SMA 05. AGI Transferred Strategies For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 2
Slide 3: 01. Equity
01. Equity For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 3
Slide 4: Asia Pacific High Div Equity Income Composite
Schedule of Composite Performance Voya Asia Pacific High Div Equity Income Composite MSCI AC Asia Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Pacific ex Japan - Composite Assets Dev (%) Dev (%) Returns (%) Por
Slide 5: Corporate Leaders Composite
Schedule of Composite Performance Voya Corporate Leaders® 100 Composite Assets in this Total Firm S&P 500 Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Returns (%) Dev (%) Dev (%) Returns (%) Portfolios DCE_COMP ($mm) ($
Slide 6: Emerging Markets High Dividend Equity Composite
Schedule of Composite Performance Voya Emerging Markets High Dividend Equity Composite Assets in this Total Firm MSCI Emerging Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Markets - Net (%) Dev (%) Dev (%) Returns (%) P
Slide 7: Global High Dividend Low Volatility Composite
Schedule of Composite Performance Voya Global High Dividend Low Volatility Composite MSCI World Value - Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) GLHDLV_COMP Net Returns (%) St Dev (%) St Dev (%) (%) Portf
Slide 8: International High Dividend Low Volatility Composite
Schedule of Composite Performance Voya International High Dividend Low Volatility Composite MSCI EAFE Value - Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) IHDLV_COMP Net Returns (%) St Dev (%) St Dev (%) (%)
Slide 9: Large Cap Core Growth Composite
Schedule of Composite Performance Voya Large Cap Core Growth Composite Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) LGSP5_COMP Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm) Assets (
Slide 10: Large Cap Core Value Composite
Schedule of Composite Performance Voya Large Cap Core Value Composite Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) RAGI_COMP Dev (%) Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($m
Slide 11: Large Cap Growth vs. Russell 1000 Growth Composite
Schedule of Composite Performance Voya Large Cap Growth vs. Russell 1000 Growth Composite Russell 1000 Growth Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) LGR1G_COMP Returns (%) Dev (%) Dev (%) Returns (%) Port
Slide 12: Large Cap Value vs. Russell 1000 Value Composite
Schedule of Composite Performance Voya Large Cap Value vs. Russell 1000 Value Composite Russell 1000 Value Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) LCVA_COMP Returns (%) Dev (%) Dev (%) Returns (%) Portfoli
Slide 13: MI Dynamic Global Equity Composite
Schedule of Composite Performance Voya MI Dynamic Global Equity Composite Percentage of MSCI World - Net Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) (%) Portfolios
Slide 14: MI Dynamic International Equity Composite
Schedule of Composite Performance Voya MI Dynamic International Equity Composite Percentage of MSCI EAFE - Net Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Non-Fee-Paying Returns (%) St Dev (%) St Dev (%) (%)
Slide 15: MI Dynamic Large Cap Composite
Schedule of Composite Performance Voya MI Dynamic Large Cap Composite Percentage of Russell 1000 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Non-Fee-Paying Returns (%) St Dev (%) St Dev (%) (%) Portfolios Co
Slide 16: MI Dynamic Small Cap Composite
Schedule of Composite Performance Voya MI Dynamic Small Cap Composite Percentage of Russell 2000 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) (%) Portfolios Composit
Slide 17: MI Dynamic SMID Composite
Schedule of Composite Performance Voya MI Dynamic SMID Composite Percentage of Russell 2500 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) (%) Portfolios Composite ($m
Slide 18: MI Opportunistic U.S. Equity Composite
Schedule of Composite Performance Voya MI Opportunistic U.S. Equity Composite Percentage of Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) Non-Fee-Paying St Dev (%) St Dev (%) (%) Portfolios
Slide 19: Mid Cap Growth Composite
Schedule of Composite Performance Voya Mid Cap Growth Composite Russell Midcap Growth Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) MCG_COMP Returns (%) Dev (%) St Dev (%) (%) Portfolios Composite ($mm) Ass
Slide 20: Replicated Private Equity Composite
Schedule of Composite Performance Voya Replicated Private Equity Composite Percentage of Russell 2000 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) (%) Portfolios Com
Slide 21: Research Enhanced Index Large Cap Composite
Schedule of Composite Performance Voya Research Enhanced Index Large Cap Composite Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) REILC_COMP Dev (%) Dev (%) Returns (%) Portfolios Composite ($
Slide 22: Small Cap Growth Composite
Schedule of Composite Performance Voya Small Cap Growth Composite Russell 2000 Growth Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) VSCG_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm) As
Slide 23: Small-Mid Cap Growth Composite
Schedule of Composite Performance Voya Small-Mid Cap Growth Composite Percentage of Russell 2500 Growth Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Non-Fee-Paying Returns (%) St Dev (%) St Dev (%) Returns (%) Portfo
Slide 24: U.S. High Dividend Low Volatility Composite
Schedule of Composite Performance Voya U.S. High Dividend Low Volatility Composite Russell 1000 Value Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Returns Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) USHDLV_COMP Returns (%) St Dev (%) St Dev (%) (%) Portfolios
Slide 25: 02. Fixed Income
02. Fixed Income For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 25
Slide 26: Agency MBS - 3.5 Years Composite
Schedule of Composite Performance Voya Agency MBS - 3.5 Years Composite Custom Benchmark (3.5 Year Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) GNM_UST_COMP Duration) Returns (%) Dev (%) St Dev (%) Returns (%) Por
Slide 27: Core Fixed Income Composite
Schedule of Composite Performance Voya Core Fixed Income Composite Bloomberg U.S. Aggregate Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CFI_COMP Returns (%) Dev (%) Dev (%) Returns (%) Portfolios Composite ($m
Slide 28: Core Intermediate Fixed Income Composite
Schedule of Composite Performance Voya Core Intermediate Fixed Income Composite Bloomberg U.S. Intermediate Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Aggregate Returns (%) Dev (%) Dev (%) Returns (%) Portfol
Slide 29: Core Plus Fixed Income Composite
Schedule of Composite Performance Voya Core Plus Fixed Income Composite Bloomberg U.S. Aggregate Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CP_COMP Returns (%) Dev (%) Dev (%) Returns (%) Portfolios Composite
Slide 30: Core Plus Intermediate Aggregate Composite
Schedule of Composite Performance Voya Core Plus Intermediate Aggregate Composite Bloomberg U.S. Intermediate Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CPIA_COMP Aggregate Returns (%) St Dev (%) St Dev (%) Returns
Slide 31: Core Plus Stable Value Composite
Schedule of Composite Performance Voya Core Plus Stable Value Composite Bloomberg U.S. Aggregate Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CPSV_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composi
Slide 32: Core Quality Constrained Composite
Schedule of Composite Performance Voya Core Quality Constrained Composite Bloomberg U.S. Aggregate A or Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Higher Returns (%) Dev (%) Dev (%) Returns (%) Portfolios Com
Slide 33: Emerging Markets Corporate Debt Fund Composite
Schedule of Composite Performance Voya Emerging Markets Corporate Debt Fund Composite Assets in this Total Firm JPM Corporate EMBI Diversified Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Composite Returns (%) Dev (%) St D
Slide 34: Emerging Markets Hard Currency Composite
Schedule of Composite Performance Voya Emerging Markets Hard Currency Composite JPM EMBI Global Diversified Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) EMHCDF_COMP Composite Returns (%) Dev (%) St Dev (%) Returns
Slide 35: Enhanced Long Duration Government Credit Composite
Schedule of Composite Performance Voya Enhanced Long Duration Government Credit Composite Assets in this Bloomberg U.S. Long Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Total Firm Year Gross Returns (%) Net Returns (%) Composite Government/Credit Returns (%) Dev (%) Dev (%)
Slide 36: Global Bond Composite
Schedule of Composite Performance Voya Global Bond Composite Bloomberg Global Aggregate Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Returns Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) GB_COMP Returns (%) Dev (%) Dev (%) (%) Portfolios Composite ($mm) As
Slide 37: High Yield Composite
Schedule of Composite Performance Voya High Yield Composite Assets in this Total Firm Bloomberg U.S. High Yield 2% Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Issuer Cap Returns (%) Dev (%) Dev (%) Returns (%) Portfoli
Slide 38: Intermediate Government/Credit Quality Constrained Composite
Schedule of Composite Performance Voya Intermediate Government/Credit Quality Constrained Composite Bloomberg U.S. Interm. Gov/Credit A or Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CIQR_COMP Higher Returns (
Slide 39: Investment Grade Credit Composite
Schedule of Composite Performance Voya Investment Grade Credit Composite Bloomberg U.S. Corporate Returns Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) (%) Dev (%) Dev (%) Returns (%) Portfolios Composite ($mm)
Slide 40: Investment Grade Securitized Credit Composite
Schedule of Composite Performance Voya Investment Grade Securitized Credit Composite Bloomberg U.S. Securitized Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) VSCIG_COMP Returns (%) Dev (%) St Dev (%) Returns (%) Po
Slide 41: Limited Duration Income Composite
Schedule of Composite Performance Voya Limited Duration Income Composite Assets in this Total Firm ICE BofA USD 3M Deposit Offered Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Rate Constant Maturity Returns (%) Dev (%) St
Slide 42: Long Duration Credit Composite
Schedule of Composite Performance Voya Long Duration Credit Composite Assets in Bloomberg U.S. Long Credit Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of this Total Firm Year Gross Returns (%) Net Returns (%) Returns (%) Dev (%) Dev (%) Returns (%) Portfolios Composite Assets
Slide 43: Mortgage Backed Securities Composite
Schedule of Composite Performance Voya Mortgage Backed Securities Composite Custom Benchmark Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Returns (%) Dev (%) Dev (%) Returns (%) Portfolios Composite ($mm) Asset
Slide 44: Multi-Sector Enhanced Intermediate Composite
Schedule of Composite Performance Voya Multi-Sector Enhanced Intermediate Composite Assets in this Total Firm Bloomberg U.S. Intermediate Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Aggregate Returns (%) Dev (%) St Dev (%
Slide 45: Opportunistic Securitized Credit Composite
Schedule of Composite Performance Voya Opportunistic Securitized Credit Composite Bloomberg U.S. Securitized Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) VSCO_COMP Returns (%) Dev (%) St Dev (%) Returns (%) Portfo
Slide 46: Securitized Credit ABS Composite
Schedule of Composite Performance Voya Securitized Credit ABS Composite Assets in this Total Firm Bloomberg U.S. Asset-Backed Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Securities Index Returns (%) Dev (%) St Dev (%) Ret
Slide 47: Securitized Credit CMBS Composite
Schedule of Composite Performance Voya Securitized Credit CMBS Composite Assets in this Total Firm Bloomberg U.S. CMBS Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Investment Grade Index (%) Dev (%) St Dev (%) Returns (%)
Slide 48: Securitized Credit Non-Agency RMBS Composite
Schedule of Composite Performance Voya Securitized Credit Non-Agency RMBS Composite Assets in this Total Firm Bloomberg U.S. Mortgage-Backed Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Securities Index Returns (%) Dev (%)
Slide 49: Short Duration Composite
Schedule of Composite Performance Voya Short Duration Composite Bloomberg U.S. Total Firm Composite 3-Yr Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Year Gross Returns (%) Net Returns (%) Government/Credit 1-3 Year Assets St Dev (%) Dev (%) Returns (%) Portfolios Composite ($m
Slide 50: Short Duration High Quality Composite
Schedule of Composite Performance Voya Short Duration High Quality Composite Bloomberg U.S. Total Firm Composite 3-Yr Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Year Gross Returns (%) Net Returns (%) Government/Credit 1-3 Year Assets St Dev (%) Dev (%) Returns (%) Portfolios
Slide 51: Short Duration High Quality Constrained Composite
Schedule of Composite Performance Voya Short Duration High Quality Constrained Composite Bloomberg U.S. Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Year Gross Returns (%) Net Returns (%) Government/Credit 1-3 Year Assets Dev (%) Dev (%) Returns (%)
Slide 52: Unconstrained Fixed Income Composite
Schedule of Composite Performance Voya Unconstrained Fixed Income Composite Assets in this Total Firm ICE BofA USD 3M Deposit Offered Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Rate Constant Maturity Returns (%) Dev (%)
Slide 53: Senior Loan Unleveraged Composite
Schedule of Composite Performance Voya Senior Loan Unleveraged Composite Morningstar LSTA Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Leveraged Loan Returns Dev (%) Dev (%) Returns (%) Portfolios Composite ($m
Slide 54: Credit Income Composite
Schedule of Composite Performance Voya Credit Income Composite Custom Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Benchmark Composite Assets Dev (%) Dev (%) Returns (%) Portfolios CI_COMP Returns (%) ($mm) ($m
Slide 55: 03. Multi-Asset
03. Multi-Asset For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 55
Slide 56: Global Multi-Asset Composite
Schedule of Composite Performance Voya Global Multi-Asset Composite Assets in this Total Firm S&P Target Risk Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Growth Returns (%) Dev (%) Dev (%) Returns (%) Portfolios GMA_CO
Slide 57: Global Perspectives Moderate Composite
Schedule of Composite Performance Voya Global Perspectives Moderate Composite CTR_GPMM10M Custom Benchmark Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) GPMOD_COMP Returns (%) Dev (%) St Dev (%) Returns (%) Portfolios Composite ($
Slide 58: GPMM Global Aggressive Growth Composite
Schedule of Composite Performance GPMM Global Aggressive Growth Composite SPTGAUT S&P Target Risk Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Assets Year Gross Returns (%) Aggressive Index Dev (%) Dev (%) Returns (%) Portfolios Composite ($mm) ($mm
Slide 59: GPMM Global Aggressive Growth ETF Composite
Schedule of Composite Performance GPMM Global Aggressive Growth ETF Composite SPTGAUT S&P Target Risk Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Aggressive Index Composite Assets Dev (%) Dev (%) Returns (%) P
Slide 60: GPMM Global Conservative Growth Composite
Schedule of Composite Performance GPMM Global Conservative Growth Composite SPTGCUT S&P Target Risk Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Assets Year Gross Returns (%) Conservative Index Dev (%) Dev (%) Returns (%) Portfolios Composite ($mm)
Slide 61: GPMM Global Conservative Growth ETF Composite
Schedule of Composite Performance GPMM Global Conservative Growth ETF Composite SPTGCUT S&P Target Risk Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Conservative Index Composite Assets Dev (%) Dev (%) Returns (
Slide 62: GPMM Global Income Composite
Schedule of Composite Performance GPMM Global Income Composite LEHGA Bloomberg Global Assets in this Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Total Firm Assets Year Gross Returns (%) Aggregate Index Composite Dev (%) Dev (%) Returns (%) Portfolios ($mm) VOYAIN Returns (%
Slide 63: GPMM Global Income ETF Composite
Schedule of Composite Performance GPMM Global Income ETF Composite LEHGA Bloomberg Global Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Aggregate Index Dev (%) Dev (%) Returns (%) Portfolios Composite ($mm) Asse
Slide 64: GPMM Global Moderate Growth Composite
Schedule of Composite Performance GPMM Global Moderate Growth Composite SPTGMUT S&P Target Risk Assets in this Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Total Firm Assets Year Gross Returns (%) Moderate Index Composite Dev (%) Dev (%) Returns (%) Portfolios ($mm) VOYAMD R
Slide 65: GPMM Global Moderate Growth ETF Composite
Schedule of Composite Performance GPMM Global Moderate Growth ETF Composite SPTGMUT S&P Target Risk Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Moderate Index Composite Assets Dev (%) Dev (%) Returns (%) Portf
Slide 66: Target Retirement 2025 Composite
Schedule of Composite Performance Voya Target Retirement 2025 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2025 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 67: Target Retirement 2030 Composite
Schedule of Composite Performance Voya Target Retirement 2030 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2030 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 68: Target Retirement 2035 Composite
Schedule of Composite Performance Voya Target Retirement 2035 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2035 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 69: Target Retirement 2040 Composite
Schedule of Composite Performance Voya Target Retirement 2040 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2040 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 70: Target Retirement 2045 Composite
Schedule of Composite Performance Voya Target Retirement 2045 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2045 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 71: Target Retirement 2050 Composite
Schedule of Composite Performance Voya Target Retirement 2050 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2050 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 72: Target Retirement 2055 Composite
Schedule of Composite Performance Voya Target Retirement 2055 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2055 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 73: Target Retirement 2060 Composite
Schedule of Composite Performance Voya Target Retirement 2060 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2060 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 74: Target Retirement 2065 Composite
Schedule of Composite Performance Voya Target Retirement 2065 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) 2065 Index Returns Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VT
Slide 75: Target Retirement In-Retirement Composite
Schedule of Composite Performance Voya Target Retirement In-Retirement Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Retirement Income Composite Assets Dev (%) Dev (%) Returns (%) Portf
Slide 76: Volatility Composite
Schedule of Composite Performance Voya Volatility Composite The ICE BofA U.S. Assets in this Total Firm Dollar 1-Month Deposit Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Offered Rate Constant Dev (%) Dev (%) Returns (
Slide 77: 04. SMA
04. SMA For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 77
Slide 78: Core Fixed Income SMA Composite
Schedule of Composite Performance Voya Core Fixed Income SMA Composite Assets in this Total Firm Percentage of "Pure" Gross The ICE BofA U.S. Broad Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Net Returns (%) Composite Assets Wrap-Fee Returns (%)* Market Index Dev (%) D
Slide 79: Core Plus Fixed Income SMA Composite
Schedule of Composite Performance Voya Core Plus Fixed Income SMA Composite Assets in this Total Firm Percentage of "Pure" Gross Returns Bloomberg U.S. Aggregate Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Net Returns (%) Composite Assets Wrap-Fee (%)* Returns (%) Dev
Slide 80: Corporate Leaders Composite (NET 3%)
Schedule of Composite Performance Voya Corporate Leaders® 100 Composite (NET 3%) Percentage of Net Returns S&P 500 Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Wrap-Fee (%) Returns (%) Dev (%) Dev (%) Returns (%) Portfolios Co
Slide 81: Enhanced Yield Fixed Income SMA Composite
Schedule of Composite Performance Voya Enhanced Yield Fixed Income SMA Composite Percentage of "Pure" Gross Returns Custom Benchmark Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Net Returns (%) Wrap-Fee (%)* Returns (%) Dev (%) Dev (%) Returns
Slide 82: High Yield SMA Composite
Schedule of Composite Performance Voya High Yield SMA Composite The ICE BofA US High Yield Assets in this Percentage of "Pure" Gross Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Total Firm Year Net Returns (%) Master II Constrained Composite Wrap-Fee Returns (%)* St Dev (%) St Dev
Slide 83: Intermediate Fixed Income SMA Composite
Schedule of Composite Performance Voya Intermediate Fixed Income SMA Composite Assets in this Total Firm Percentage of "Pure" Gross Bloomberg U.S. Intermediate Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Net Returns (%) Composite Assets Wrap-Fee Returns (%)* Government
Slide 84: Large Cap Core Value Composite (NET 3%)
Schedule of Composite Performance Voya Large Cap Core Value Composite (NET 3%) Percentage of Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) Wrap-Fee Dev (%) Dev (%) Returns (%) Portfolios Comp
Slide 85: Large Cap Growth SMA Composite
Schedule of Composite Performance Voya Large Cap Growth SMA Composite Percentage of "Pure" Gross Russell 1000 Growth Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Net Returns (%) Wrap-Fee Returns (%)* Returns (%) Dev (%) Dev (%) Returns (%) Port
Slide 86: Large Cap Growth vs. Russell 1000 Growth Composite (NET 3%)
Schedule of Composite Performance Voya Large Cap Growth vs. Russell 1000 Growth Composite (NET 3%) Percentage of Russell 1000 Growth Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Wrap-Fee Returns (%) Dev (%) Dev
Slide 87: Large Cap Value vs. Russell 1000 Value Composite (NET 3%)
Schedule of Composite Performance Voya Large Cap Value vs. Russell 1000 Value Composite (NET 3%) Percentage of Russell 1000 Value Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Wrap-Fee Returns (%) Dev (%) St Dev (%
Slide 88: Mid Cap Growth Composite (NET 3%)
Schedule of Composite Performance Voya Mid Cap Growth Composite (NET 3%) Percentage of Russell MidCap Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Wrap-Fee Growth Returns (%) Dev (%) St Dev (%) Returns (%) Portfol
Slide 89: Strategic Income SMA Composite
Schedule of Composite Performance Voya Strategic Income SMA Composite Percentage of "Pure" Gross Returns Custom Benchmark Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Assets in this Total Firm Year Net Returns (%) Wrap-Fee (%)* Returns (%) Dev (%) Dev (%) Returns (%) Portfol
Slide 90: 05. AGI Transferred Strategies
05. AGI Transferred Strategies For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 90
Slide 91: American Income Composite
Schedule of Composite Performance Voya American Income Composite Assets in this Total Firm Custom Blended Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index Dev (%) Dev (%) Returns (%) Portfolios VAI_comp ($mm) ($mm) Hi
Slide 92: Cloud Composite
Schedule of Composite Performance Voya Cloud Composite Assets in this Total Firm Custom Linked Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index (%) Dev (%) Dev (%) Returns (%) Portfolios VCL_comp ($mm) ($mm) High Low
Slide 93: Convertibles Composite
Schedule of Composite Performance Voya Convertibles Composite ICE BofA US Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Convertibles Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VC_comp Index Returns
Slide 94: Global Artificial Intelligence Composite
Schedule of Composite Performance Voya Global Artificial Intelligence Composite Assets in this Total Firm Custom Linked Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index (%) Dev (%) Dev (%) Returns (%) Portfolios VGAI_
Slide 95: Global Biotechnology
Schedule of Composite Performance Voya Global Biotechnology NASDAQ Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Biotechnology Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VGB_comp Index (%) ($mm) ($m
Slide 96: Global Cyber Security Composite
Schedule of Composite Performance Voya Global Cyber Security Composite MSCI ACWI Assets in this Total Firm Information Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Technology (Net) Dev (%) Dev (%) Returns (%) Portfolios
Slide 97: Global Income & Growth Composite
Schedule of Composite Performance Voya Global Income & Growth Composite Assets in this Total Firm Custom Linked Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index (%) Dev (%) Dev (%) Returns (%) Portfolios VGLIG_COMP ($
Slide 98: Global Innovative Decarbonization Composite
Schedule of Composite Performance Voya Global Innovative Decarbonization Composite Assets in this Total Firm MSCI ACWI (Net) Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index (%) Dev (%) Dev (%) Returns (%) Portfolios
Slide 99: Global Insights Composite
Schedule of Composite Performance Voya Global Insights Composite Assets in this Total Firm Custom Linked Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index (%) Dev (%) Dev (%) Returns (%) Portfolios VGI_COMP ($mm) ($mm)
Slide 100: Global Intelligent Cities Composite
Schedule of Composite Performance Voya Global Intelligent Cities Composite Assets in this Total Firm MSCI ACWI (Net) Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index (%) Dev (%) Dev (%) Returns (%) Portfolios VGIC_COM
Slide 101: Global Intelligent Cities Multi Asset Composite
Schedule of Composite Performance Voya Global Intelligent Cities Multi Asset Composite Assets in this Total Firm Custom Blended Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index (%) Dev (%) Dev (%) Returns (%) Portfoli
Slide 102: Global Space Composite
Schedule of Composite Performance Voya Global Space Composite Assets in this Total Firm MSCI ACWI (Net) Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Index (%) Dev (%) Dev (%) Returns (%) Portfolios VGS_COMP ($mm) ($mm)
Slide 103: Global Technology Composite
Schedule of Composite Performance Voya Global Technology Composite S&P North Assets in this Total Firm American Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Technology Dev (%) Dev (%) Returns (%) Portfolios ($mm) ($mm)
Slide 104: Health Sciences Composite
Schedule of Composite Performance Voya Health Sciences Composite World Health Care / Assets in this Total Firm World Health Care Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets & Consumer Dev (%) Dev (%) Returns (%) Portfo
Slide 105: High Yield Bond (SD) Composite
Schedule of Composite Performance Voya High Yield Bond (SD) Composite ICE BofA US Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) High Yield Index Composite Assets Dev (%) Dev (%) Returns (%) Portfolios VHYB_SD_CO
Slide 106: Income and Growth Composite
Schedule of Composite Performance Voya Income and Growth Composite Assets in this Total Firm Composite 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Dev (%) Returns (%) Portfolios VIG_comp ($mm) ($mm) High Low 2024 2024 11.59 10.79 12.18 12.24 11.5
Slide 107: Rising Disruptors Composite
Schedule of Composite Performance Voya Rising Disruptors Composite Assets in this Total Firm Russell 2500 Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Growth (%) Dev (%) Dev (%) Returns (%) Portfolios VRD_COMP ($mm) ($m
Slide 108: US Equity Plus Composite
Schedule of Composite Performance Voya US Equity Plus Composite Assets in this Total Firm Russell 1000 Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Growth Index (%) Dev (%) Dev (%) Returns (%) Portfolios VUEP_COMP ($mm)
Slide 109: US Mid Cap Growth (SF) Composite
Schedule of Composite Performance Voya US Mid Cap Growth (SF) Composite Assets in this Total Firm Russell Midcap Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Growth Index (%) Dev (%) Dev (%) Returns (%) Portfolios VMCG_
Slide 110: US Opportunistic Bank Loan Composite
Schedule of Composite Performance Voya US Opportunistic Bank Loan composite JP Morgan Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Leveraged Loan Composite Assets Dev (%) Dev (%) Returns (%) Portfolios Index Re
Slide 111: US Short Duration High Income Composite
Schedule of Composite Performance Voya US Short Duration High Income Composite Short Duration Assets in this Total Firm High Income Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Linked Dev (%) Dev (%) Returns (%) Portfol
Slide 112: Artificial Intelligence Income Opportunities Composite
Schedule of Composite Performance Voya Artificial Intelligence Income Opportunities Assets in this Total Firm Composite 3-Yr St Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Dev (%) Returns (%) Portfolios VAIIO_COMP ($mm) ($mm) High Low 2024 2024 20.92 20.
Slide 113: Disclosure
Disclosure This information is proprietary and cannot be reproduced or distributed. Certain information may be received from sources Voya Investment Management (Voya IM) considers reliable; Voya IM does not represent that such information is accurate or complete. Certain statements contained herein