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IPSIX: VOYA INDEX PLUS SMALLCAP PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 21.35 0.13(0.61%) July 10
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 12/29/1997 |
| Last Dividend Date: | 05/08/2025 |
| 12-Mo. Yield | 6.35% |
| Expenses | 0.60% |
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Performance Analytics (As of 07/10/2025)
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(%) | 1.1 | 0.2 | 10.8 | 8.0 | 8.2 | 4.8 | 8.5 | 5.5 | 5.9 | 5.0 | 13.7 | -27.7 | 28.4 | 3.7 | 21.1 | -12.3 | 9.9 | 27.3 | -3.2 | 5.4 | 42.7 | 12.4 | -0.7 | 22.8 | 24.6 | -33.4 | -6.2 | 8.3 | 2.1 | 21.4 | 36.1 | -14.1 | -2.9 | 9.8 | 10.8 | -5.0 | 2.6 |
| Sharpe Ratio | NA | -0.13 | 0.26 | 0.18 | 0.26 | 0.14 | NA | NA | 0.19 | -0.08 | 0.46 | -0.95 | 1.3 | 0.08 | 1.18 | -0.76 | 0.74 | 1.54 | -0.2 | 0.37 | 3.16 | 0.76 | -0.02 | 0.96 | 0.7 | -0.78 | -0.48 | 0.3 | 0.0 | 1.23 | 2.1 | -0.6 | -0.25 | 0.21 | 0.56 | -0.39 | 259.87 |
| Draw Down(%) | NA | 22.9 | 26.5 | 26.5 | 37.0 | 47.9 | NA | NA | 61.2 | 9.7 | 19.1 | 35.9 | 9.9 | 45.1 | 11.9 | 27.7 | 7.7 | 11.0 | 13.0 | 10.8 | 4.7 | 12.8 | 27.3 | 19.7 | 33.7 | 48.5 | 17.1 | 16.0 | 10.4 | 11.5 | 13.7 | 32.2 | 25.9 | 19.9 | 12.6 | 36.4 | 0.0 |
| Standard Deviation(%) | NA | 26.0 | 24.1 | 22.2 | 23.8 | 24.4 | NA | NA | 23.6 | 19.9 | 20.7 | 30.7 | 21.9 | 46.1 | 16.7 | 18.1 | 12.5 | 17.6 | 16.0 | 14.6 | 13.5 | 16.3 | 32.1 | 23.6 | 34.8 | 43.8 | 19.4 | 16.9 | 16.6 | 16.6 | 16.9 | 25.5 | 21.2 | 27.2 | 13.5 | 21.1 | 8.9 |
| Treynor Ratio | NA | -0.03 | 0.06 | 0.04 | 0.06 | 0.03 | NA | NA | 0.04 | -0.01 | 0.09 | -0.32 | 0.25 | 0.03 | 0.18 | -0.13 | 0.08 | 0.27 | -0.04 | 0.05 | 0.44 | 0.13 | -0.01 | 0.23 | 0.25 | -0.35 | -0.09 | 0.05 | 0.0 | 0.2 | 0.38 | -0.19 | -0.06 | 0.06 | 0.12 | -0.1 | 30.15 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | NA | NA | -0.01 | -0.03 | -0.02 | -0.05 | 0.03 | -0.06 | -0.03 | -0.01 | -0.03 | 0.03 | 0.0 | -0.01 | 0.02 | -0.02 | 0.01 | -0.01 | -0.03 | 0.01 | -0.03 | -0.03 | -0.02 | 0.0 | -0.02 | 0.01 | -0.02 | 0.05 | 0.01 | 0.02 | 0.35 |
| Beta | NA | 0.97 | 1.02 | 1.02 | 1.02 | 1.05 | NA | NA | 0.98 | 1.1 | 1.07 | 0.91 | 1.12 | 1.11 | 1.1 | 1.03 | 1.17 | 1.02 | 0.84 | 0.99 | 0.97 | 0.99 | 1.01 | 0.98 | 0.97 | 0.98 | 1.03 | 1.05 | 1.06 | 1.02 | 0.94 | 0.81 | 0.85 | 0.89 | 0.63 | 0.87 | 0.76 |
| RSquared | NA | 0.97 | 0.94 | 0.93 | 0.84 | 0.88 | NA | NA | 0.9 | 0.89 | 0.92 | 0.68 | 0.91 | 0.96 | 0.93 | 0.95 | 0.91 | 0.95 | 0.66 | 0.94 | 0.95 | 0.97 | 0.99 | 0.98 | 0.99 | 0.99 | 0.96 | 0.9 | 0.86 | 0.96 | 0.96 | 0.63 | 0.88 | 0.95 | 0.58 | 0.82 | 1.0 |
| Yield(%) | N/A | 5.8 | 6.3 | 3.2 | 2.8 | 5.6 | 8.1 | 5.1 | N/A | 1.3 | 1.1 | 0.8 | 0.8 | 1.0 | 17.3 | 13.7 | 9.6 | 4.0 | 0.9 | 0.6 | 1.1 | 0.6 | 0.8 | 0.7 | 1.9 | 6.4 | 10.3 | 0.4 | 0.3 | 0.2 | 0.2 | 0.1 | 0.1 | 0.0 | 0.2 | 0.4 | 0.1 |
| Dividend Growth(%) | N/A | 375.2 | 375.2 | 196.9 | -79.7 | 239.4 | N/A | N/A | N/A | 29.3 | -3.2 | 25.4 | -14.5 | -94.1 | -4.4 | 42.2 | 202.4 | 318.5 | 47.5 | -21.5 | 115.9 | -29.9 | 34.5 | -51.4 | -81.3 | -48.3 | 2537.1 | 34.6 | 126.1 | 4.5 | 46.7 | -11.8 | N/A | -100.0 | -42.1 | 280.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1997
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