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IPMIX: VOYA INDEX PLUS MIDCAP PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 20.2 0.08(0.40%) July 10
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 12/29/1997 |
| Last Dividend Date: | 05/08/2025 |
| 12-Mo. Yield | 8.22% |
| Expenses | 0.85% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/29/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 3.2 | 13.5 | 11.3 | 7.1 | 5.0 | 8.8 | 6.2 | 6.8 | 11.5 | 12.7 | -33.3 | 27.3 | 8.2 | 26.6 | -14.3 | 13.7 | 18.1 | -1.7 | 9.6 | 34.5 | 17.7 | -1.2 | 22.1 | 31.7 | -37.3 | 5.5 | 1.7 | 3.4 | 16.6 | 32.4 | -12.1 | -7.5 | 18.3 | 2.1 | 18.7 | 2.8 |
| Sharpe Ratio | NA | 0.14 | 0.41 | 0.38 | 0.23 | 0.16 | NA | NA | 0.21 | 0.3 | 0.47 | -0.97 | 1.52 | 0.19 | 1.68 | -0.95 | 1.32 | 1.13 | -0.11 | 0.71 | 2.62 | 1.17 | -0.04 | 1.05 | 0.99 | -0.88 | 0.15 | -0.1 | 0.09 | 1.17 | 2.0 | -0.55 | -0.47 | 0.22 | -0.05 | 0.72 | 273.12 |
| Draw Down(%) | NA | 22.3 | 24.0 | 24.0 | 41.2 | 43.8 | NA | NA | 57.5 | 9.0 | 16.6 | 40.6 | 8.3 | 43.8 | 9.4 | 24.1 | 6.1 | 12.1 | 12.2 | 10.6 | 6.5 | 11.5 | 26.0 | 18.4 | 28.2 | 53.2 | 13.2 | 15.7 | 9.6 | 10.1 | 13.0 | 29.9 | 27.1 | 34.2 | 15.5 | 24.7 | 0.0 |
| Standard Deviation(%) | NA | 26.0 | 22.3 | 20.4 | 23.4 | 23.2 | NA | NA | 25.0 | 16.2 | 18.3 | 35.9 | 17.9 | 42.5 | 15.0 | 16.5 | 9.9 | 15.9 | 15.6 | 13.4 | 13.2 | 15.2 | 28.6 | 20.9 | 32.0 | 43.3 | 16.4 | 15.5 | 14.0 | 13.4 | 15.9 | 23.9 | 21.2 | 63.5 | 20.3 | 21.4 | 10.9 |
| Treynor Ratio | NA | 0.03 | 0.08 | 0.07 | 0.05 | 0.03 | NA | NA | 0.05 | 0.04 | 0.08 | -0.35 | 0.25 | 0.07 | 0.23 | -0.16 | 0.11 | 0.18 | -0.02 | 0.09 | 0.34 | 0.18 | -0.01 | 0.23 | 0.32 | -0.4 | 0.03 | -0.01 | 0.01 | 0.15 | 0.33 | -0.14 | -0.11 | 0.18 | -0.01 | 0.16 | 0.0 |
| Alpha | NA | -0.04 | -0.03 | -0.01 | -0.02 | -0.02 | NA | NA | 0.0 | -0.02 | -0.01 | -0.07 | 0.0 | -0.04 | -0.02 | -0.02 | -0.03 | 0.02 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | -0.02 | 0.02 | 0.0 | -0.05 | -0.04 | -0.01 | 0.0 | 0.01 | -0.02 | 0.11 | -0.02 | 0.03 | NA |
| Beta | NA | 1.14 | 1.17 | 1.11 | 1.07 | 1.07 | NA | NA | 0.99 | 1.2 | 1.12 | 0.98 | 1.11 | 1.12 | 1.12 | 0.98 | 1.18 | 1.02 | 0.79 | 1.03 | 1.03 | 1.0 | 1.05 | 0.96 | 0.97 | 0.96 | 0.96 | 1.08 | 0.97 | 1.04 | 0.97 | 0.95 | 0.87 | 0.8 | 0.92 | 0.96 | NA |
| RSquared | NA | 0.95 | 0.94 | 0.91 | 0.73 | 0.82 | NA | NA | 0.68 | 0.87 | 0.87 | 0.55 | 0.85 | 0.95 | 0.91 | 0.94 | 0.88 | 0.95 | 0.59 | 0.93 | 0.95 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.94 | 0.76 | 0.72 | 0.96 | 0.98 | 1.0 | 0.88 | 0.12 | 0.62 | 0.76 | 0.0 |
| Yield(%) | N/A | 7.6 | 8.2 | 4.1 | 3.1 | 5.3 | 8.9 | 5.9 | N/A | 1.1 | 1.2 | 0.8 | 1.0 | 1.3 | 12.4 | 12.4 | 7.9 | 11.2 | 14.7 | 5.1 | 1.3 | 1.0 | 0.8 | 1.3 | 1.8 | 12.4 | 8.4 | 0.6 | 0.5 | 0.4 | 0.5 | 0.3 | 0.2 | 0.0 | 0.5 | 0.7 | 0.1 |
| Dividend Growth(%) | N/A | 634.2 | 634.2 | 203.7 | -73.7 | 21.8 | N/A | N/A | N/A | 10.1 | -2.9 | -3.8 | -14.5 | -88.3 | -25.4 | 63.7 | -23.3 | -36.9 | 202.5 | 414.7 | 55.7 | 17.3 | -25.3 | -9.6 | -91.6 | 39.7 | 1280.2 | 36.5 | 26.9 | 15.5 | 23.4 | 38.2 | 1033.3 | -94.8 | -21.6 | 825.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1997
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 0.47% (100%)
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- FNX (First Trust Mid Cap Core AlphaDEX Fund) 0.44% (95%)
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Best Closed End Funds
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