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IVSOX: VOYA SMALLCAP OPPORTUNITIES PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 22.17 0.03(0.14%) July 10
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 08/21/2008 |
| Last Dividend Date: | 10/15/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.26% |
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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 | Since 08/21/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | -5.0 | 0.3 | 12.4 | 0.6 | 2.6 | 7.7 | 6.3 | 18.9 | 20.9 | -39.8 | -4.7 | 25.8 | 25.8 | -16.0 | 18.7 | 13.5 | -0.9 | 5.5 | 39.2 | 15.2 | 0.8 | 32.3 | 31.1 | -32.1 |
| Sharpe Ratio | NA | -0.43 | -0.12 | 0.38 | -0.05 | 0.05 | NA | 0.21 | 0.6 | 0.9 | -1.07 | -0.21 | 0.63 | 1.42 | -0.85 | 1.63 | 0.72 | -0.06 | 0.35 | 2.92 | 0.93 | 0.03 | 1.48 | 1.02 | -1.08 |
| Draw Down(%) | NA | 27.7 | 30.8 | 30.8 | 52.1 | 52.1 | NA | 52.1 | 11.9 | 15.6 | 44.2 | 19.7 | 40.6 | 10.3 | 30.3 | 7.0 | 16.5 | 16.1 | 11.3 | 4.9 | 11.9 | 26.8 | 16.0 | 30.1 | 46.8 |
| Standard Deviation(%) | NA | 30.9 | 27.1 | 23.1 | 26.3 | 25.0 | NA | 25.3 | 20.5 | 18.7 | 38.5 | 22.8 | 40.3 | 17.1 | 20.5 | 11.2 | 18.6 | 17.2 | 15.5 | 13.4 | 16.4 | 31.3 | 21.7 | 30.5 | 61.1 |
| Treynor Ratio | NA | -0.13 | -0.03 | 0.09 | -0.01 | 0.01 | NA | 0.06 | 0.12 | 0.18 | -0.48 | -0.05 | 0.24 | 0.23 | -0.17 | 0.17 | 0.13 | -0.01 | 0.06 | 0.43 | 0.16 | 0.01 | 0.36 | 0.34 | -0.7 |
| Alpha | NA | -0.05 | -0.05 | 0.0 | -0.02 | -0.02 | NA | -0.01 | 0.01 | 0.0 | -0.08 | -0.04 | -0.03 | -0.03 | -0.04 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | 0.04 |
| Beta | NA | 1.04 | 1.06 | 0.97 | 0.94 | 0.98 | NA | 0.96 | 1.06 | 0.92 | 0.86 | 0.96 | 1.04 | 1.06 | 1.04 | 1.05 | 1.04 | 0.87 | 0.96 | 0.91 | 0.94 | 0.96 | 0.9 | 0.92 | 0.94 |
| RSquared | NA | 0.95 | 0.95 | 0.94 | 0.76 | 0.84 | NA | 0.9 | 0.94 | 0.92 | 0.59 | 0.79 | 0.97 | 0.95 | 0.96 | 0.93 | 0.97 | 0.64 | 0.95 | 0.95 | 0.97 | 0.99 | 0.98 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.3 | 0.1 | 4.8 | 8.4 | N/A | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 15.0 | 15.9 | 6.2 | 9.1 | 9.9 | 8.9 | 7.0 | 10.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -99.9 | 3752.5 | -98.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -32.7 | 185.8 | -26.9 | -20.1 | 7.1 | 60.2 | -29.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2008
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