Find A Portfolio/Ticker
Comparison Box
IRLSX: VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 76.94 0.01(0.01%) July 10
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (24%) |
Start Date: | 08/25/2009 |
Last Dividend Date: | 05/08/2025 |
12-Mo. Yield | 10.70% |
Expenses | 0.43% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/10/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/25/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 6.1 | 11.5 | 21.3 | 13.3 | 14.7 | 15.1 | 14.6 | 29.3 | 38.5 | -36.6 | 29.7 | 31.4 | 35.2 | -1.2 | 30.9 | 6.3 | 7.4 | 11.5 | 30.0 | 13.2 | 2.9 | 11.9 | 11.4 |
Sharpe Ratio | NA | 0.31 | 0.38 | 0.85 | 0.51 | 0.61 | NA | 0.7 | 1.23 | 2.02 | -1.19 | 1.74 | 0.85 | 2.33 | -0.12 | 3.96 | 0.47 | 0.45 | 0.96 | 2.73 | 1.04 | 0.13 | 0.72 | 2.78 |
Draw Down(%) | NA | 23.0 | 23.4 | 23.4 | 39.1 | 39.1 | NA | 39.1 | 13.9 | 9.3 | 39.0 | 8.8 | 30.5 | 8.6 | 22.2 | 2.5 | 10.2 | 11.7 | 6.8 | 6.2 | 10.2 | 15.9 | 15.6 | 4.0 |
Standard Deviation(%) | NA | 29.6 | 25.5 | 22.0 | 23.1 | 21.8 | NA | 19.6 | 18.5 | 17.1 | 32.1 | 17.0 | 36.5 | 14.5 | 20.3 | 7.7 | 13.0 | 16.4 | 12.0 | 11.0 | 12.8 | 21.9 | 16.4 | 12.8 |
Treynor Ratio | NA | 0.1 | 0.1 | 0.21 | 0.14 | 0.15 | NA | 0.16 | 0.27 | 0.42 | -0.48 | 0.54 | 0.32 | 0.51 | -0.03 | 0.36 | 0.07 | 0.1 | 0.14 | 0.34 | 0.16 | 0.04 | 0.14 | 0.48 |
Alpha | NA | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.02 | 0.0 | -0.02 | 0.1 | -0.05 | 0.02 | -0.01 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.03 |
Beta | NA | 0.93 | 0.93 | 0.88 | 0.83 | 0.86 | NA | 0.85 | 0.84 | 0.83 | 0.8 | 0.55 | 0.98 | 0.66 | 0.95 | 0.85 | 0.86 | 0.77 | 0.84 | 0.87 | 0.84 | 0.81 | 0.84 | 0.75 |
RSquared | NA | 0.98 | 0.97 | 0.93 | 0.88 | 0.87 | NA | 0.89 | 0.88 | 0.85 | 0.85 | 0.58 | 0.94 | 0.7 | 0.97 | 0.9 | 0.94 | 0.57 | 0.92 | 0.91 | 0.92 | 0.96 | 0.96 | 0.95 |
Yield(%) | N/A | 10.1 | 10.4 | 5.8 | 3.7 | 5.2 | 7.4 | N/A | 0.2 | 0.3 | 0.1 | 0.4 | 0.5 | 6.1 | 4.3 | 1.0 | 1.1 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 5175.3 | 5175.3 | 1646.3 | 100.4 | N/A | N/A | N/A | 12.3 | 100.0 | -64.6 | -11.8 | -89.1 | 32.1 | 438.5 | 3.2 | 14.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/25/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.31% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.10% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.18% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.07% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.12% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.04% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.22% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.19% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.26% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.06% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.08% (99%)
- VUG (Vanguard Growth ETF) 0.03% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.03% (99%)
- QQQQ (PowerShares QQQ) 0.14% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.09% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.41% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.24% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.02% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.37% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.31% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.33% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.16% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.22% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.29% (97%)
- GAM (General American Investors Closed Fund) 0.23% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.79% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.19% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.0% (22%)