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IIRSX: VOYA RUSSELLTM SMALL CAP INDEX PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 11.43 0.04(0.35%) May 30
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 06/28/2002 |
| Last Dividend Date: | 05/08/2025 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.85% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/28/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | -19.3 | -11.9 | -4.1 | 1.9 | 1.8 | 7.0 | 4.6 | 4.6 | 4.0 | 11.6 | -28.0 | 14.3 | 10.3 | 24.6 | -11.3 | 14.3 | 21.1 | -4.4 | 4.9 | 38.6 | 16.0 | -3.9 | 26.4 | 26.6 | -39.8 | 5.7 | 3.8 | 2.4 | 0.5 | 6.0 | 4.9 |
| Sharpe Ratio | NA | -1.29 | -0.55 | -0.3 | 0.0 | 0.02 | NA | NA | 0.12 | -0.12 | 0.36 | -1.01 | 0.65 | 0.23 | 1.43 | -0.7 | 1.13 | 1.13 | -0.26 | 0.3 | 2.6 | 0.94 | -0.12 | 1.05 | 0.74 | -0.86 | 0.76 | 0.19 | 0.09 | -0.1 | 1.3 | 1.13 |
| Draw Down(%) | NA | 24.0 | 27.8 | 27.8 | 40.6 | 42.3 | NA | NA | 59.7 | 11.5 | 21.1 | 33.8 | 12.3 | 41.8 | 9.9 | 27.0 | 6.3 | 15.9 | 15.9 | 12.9 | 5.3 | 12.7 | 29.0 | 20.3 | 33.0 | 55.1 | 2.1 | 1.8 | 2.3 | 6.6 | 5.0 | 3.6 |
| Standard Deviation(%) | NA | 34.1 | 27.5 | 24.7 | 25.0 | 24.5 | NA | NA | 23.1 | 21.8 | 20.8 | 29.3 | 22.0 | 44.5 | 16.2 | 18.1 | 12.1 | 18.5 | 17.1 | 16.4 | 14.8 | 17.1 | 33.1 | 25.0 | 35.8 | 47.5 | 3.6 | 2.6 | 2.8 | 4.6 | 4.1 | 7.8 |
| Treynor Ratio | NA | -0.48 | -0.15 | -0.07 | 0.0 | 0.0 | NA | NA | 0.03 | -0.02 | 0.07 | -0.29 | 0.12 | 0.09 | 0.21 | -0.12 | 0.12 | 0.19 | -0.05 | 0.04 | 0.36 | 0.15 | -0.04 | 0.25 | 0.26 | -0.47 | -0.32 | 0.48 | -1.6 | 1.33 | -0.76 | -0.97 |
| Alpha | NA | -0.16 | -0.07 | -0.04 | -0.03 | -0.02 | NA | NA | -0.01 | -0.04 | -0.03 | -0.05 | -0.02 | -0.03 | -0.02 | -0.01 | -0.02 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | -0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 |
| Beta | NA | 0.92 | 1.02 | 1.04 | 1.07 | 1.06 | NA | NA | 0.85 | 1.2 | 1.08 | 1.01 | 1.15 | 1.07 | 1.09 | 1.05 | 1.16 | 1.08 | 0.91 | 1.11 | 1.07 | 1.05 | 1.05 | 1.05 | 1.0 | 0.87 | -0.09 | 0.01 | 0.0 | 0.0 | -0.07 | -0.09 |
| RSquared | NA | 0.61 | 0.73 | 0.84 | 0.87 | 0.89 | NA | NA | 0.73 | 0.87 | 0.93 | 0.89 | 0.96 | 0.95 | 0.97 | 0.98 | 0.96 | 0.97 | 0.67 | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.69 | 0.19 | 0.0 | 0.0 | 0.0 | 0.09 | 0.12 |
| Yield(%) | N/A | 12.0 | 13.1 | 5.4 | 4.3 | 5.5 | 8.5 | 5.5 | N/A | 1.3 | 2.0 | 0.7 | 0.7 | 1.0 | 13.5 | 6.8 | 8.3 | 13.7 | 9.8 | 7.0 | 5.4 | 6.3 | 0.9 | 0.6 | 0.0 | 1.5 | 3.7 | 3.9 | 3.8 | 7.8 | 1.6 | 3.2 |
| Dividend Growth(%) | N/A | 878.2 | 878.2 | 454.7 | -61.5 | 39.5 | N/A | N/A | N/A | -31.5 | 98.4 | 19.6 | -27.2 | -91.7 | 63.0 | -13.0 | -34.6 | 18.4 | 36.8 | 62.9 | -3.7 | 580.0 | 89.7 | N/A | -100.0 | -58.8 | -4.7 | 2.8 | -55.2 | 412.1 | -48.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2002
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