Find A Portfolio/Ticker
Comparison Box
NMCIX: VOYA MIDCAP OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 26.74 0.19(0.71%) July 08
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 12/16/1998 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 9.98% |
| Expenses | 0.83% |
| Sign up to get fund ranking change alerts | |
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 12/16/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 5.6 | 15.0 | 16.8 | 10.9 | 10.5 | 12.4 | 10.7 | 8.8 | 5.7 | 22.4 | -25.3 | -8.7 | 19.0 | 29.0 | -7.9 | 25.0 | 7.1 | 0.2 | 9.0 | 31.6 | 14.1 | -0.5 | 30.7 | 41.6 | -37.7 | 25.9 | 8.1 | 10.6 | 10.9 | 37.9 | -27.6 | -36.8 | -9.7 | 64.3 | 13.6 |
| Sharpe Ratio | NA | 0.34 | 0.51 | 0.65 | 0.39 | 0.42 | NA | NA | 0.31 | -0.05 | 1.16 | -0.84 | -0.29 | 0.48 | 1.94 | -0.51 | 3.0 | 0.47 | 0.01 | 0.67 | 2.5 | 0.92 | -0.02 | 1.48 | 1.47 | -0.97 | 1.36 | 0.31 | 0.61 | 0.66 | 1.93 | -1.03 | -1.21 | -0.34 | 1.78 | 120.09 |
| Draw Down(%) | NA | 26.2 | 26.3 | 26.3 | 39.0 | 39.0 | NA | NA | 71.4 | 16.3 | 12.8 | 33.8 | 28.0 | 35.4 | 7.3 | 22.3 | 3.8 | 13.1 | 12.1 | 9.4 | 6.2 | 11.0 | 23.8 | 13.7 | 20.6 | 48.8 | 10.1 | 15.3 | 9.7 | 16.9 | 11.3 | 34.0 | 51.9 | 38.9 | 23.0 | 0.5 |
| Standard Deviation(%) | NA | 31.1 | 25.7 | 21.4 | 23.0 | 21.7 | NA | NA | 23.7 | 19.1 | 15.8 | 32.1 | 30.4 | 39.1 | 14.2 | 18.1 | 8.2 | 14.8 | 15.9 | 13.5 | 12.6 | 15.5 | 27.6 | 20.7 | 28.3 | 39.9 | 16.9 | 15.3 | 13.8 | 15.2 | 19.3 | 28.0 | 32.7 | 40.4 | 34.3 | 20.1 |
| Treynor Ratio | NA | 0.09 | 0.12 | 0.14 | 0.09 | 0.09 | NA | NA | 0.08 | -0.01 | 0.21 | -0.27 | -0.07 | 0.19 | 0.28 | -0.09 | 0.26 | 0.08 | 0.0 | 0.09 | 0.34 | 0.15 | -0.01 | 0.33 | 0.44 | -0.46 | 0.24 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.06 | -0.04 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.04 | 0.01 | 0.02 | -0.12 | -0.04 | -0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.03 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.13 | 1.12 | 1.0 | 1.02 | 0.99 | NA | NA | 0.94 | 1.06 | 0.89 | 0.98 | 1.22 | 0.98 | 0.99 | 0.98 | 0.93 | 0.91 | 0.78 | 0.96 | 0.93 | 0.94 | 0.96 | 0.93 | 0.93 | 0.84 | 0.95 | 0.99 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.94 | 0.93 | 0.95 | 0.93 | NA | NA | 0.59 | 0.72 | 0.91 | 0.98 | 0.6 | 0.82 | 0.94 | 0.97 | 0.87 | 0.95 | 0.6 | 0.95 | 0.96 | 0.96 | 0.98 | 0.98 | 0.97 | 0.96 | 0.93 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 10.0 | 4.7 | 10.4 | 10.1 | 13.6 | 12.5 | N/A | 10.7 | 0.9 | 0.0 | 20.1 | 20.9 | 7.5 | 15.3 | 14.9 | 6.2 | 8.1 | 12.1 | 10.2 | 2.8 | 2.9 | 0.2 | 0.0 | 0.7 | 15.6 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 1367.7 | -77.8 | 9.3 | 179.9 | N/A | N/A | N/A | 1367.7 | N/A | -100.0 | 11.4 | 246.8 | -62.6 | 12.5 | 146.8 | -29.8 | -35.0 | 38.0 | 312.5 | -7.3 | 2350.0 | N/A | -100.0 | -95.4 | 2555.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/1998
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 Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) 0.05% (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) 0.10% (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) 0.26% (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.51% (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) 0.37% (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) 0.67% (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) 0.0% (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) 0.53% (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) 0.89% (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) 0.85% (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 0.52% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 0.20% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 0.49% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 0.75% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 0.22% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 0.62% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 0.24% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 0.11% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 0.01% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) 0.12% (99%)
- ASG (Liberty All Star Growth Closed Fund) 0.0% (99%)
- SOR (Source Capital Closed Fund) 0.34% (99%)
Latest Articles Related to NMCIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
