VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX)

Basic Info 13.99 0.01(0.07%)
May 17

VOYA SMALL COMPANY PORTFOLIO CLASS S started on 06/28/2002
VOYA SMALL COMPANY PORTFOLIO CLASS S is classified as asset class SMALL BLEND
VOYA SMALL COMPANY PORTFOLIO CLASS S expense ratio is 1.36%
VOYA SMALL COMPANY PORTFOLIO CLASS S rating is
(46%)

VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) Dividend Info

VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) dividend growth in the last 12 months is NA

The trailing 12-month yield of VOYA SMALL COMPANY PORTFOLIO CLASS S is 0.00%. its dividend history:

DateDividend
05/11/2023 0.0274
05/12/2022 4.7706
05/12/2021 0.0798
05/12/2020 0.311
05/13/2019 2.508
05/11/2018 3.322
10/02/2017 0.002
05/05/2017 2.385
05/05/2016 1.938
05/01/2015 3.413
05/01/2014 2.703
05/01/2013 1.864
05/01/2012 0.707
05/02/2011 0.039
05/03/2010 0.059
05/01/2009 0.071
04/01/2008 0.143
04/03/2006 0.043
07/01/2005 0.005
07/01/2004 0.048
07/01/2003 0.028
07/01/2002 0.058

Dividend Growth History for VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.0274 0.22% -99.43% -
2022 $4.7706 23.06% 5,878.20% -99.43%
2021 $0.0798 0.45% -74.34% -41.40%
2020 $0.311 1.89% -87.60% -55.50%
2019 $2.508 16.38% -24.50% -67.67%
2018 $3.322 15.37% 39.17% -61.69%
2017 $2.387 10.96% 23.17% -52.50%
2016 $1.938 10.23% -43.22% -45.58%
2015 $3.413 15.02% 26.27% -45.29%
2014 $2.703 11.28% 45.01% -39.96%
2013 $1.864 9.39% 163.65% -34.43%
2012 $0.707 3.97% 1,712.82% -25.58%
2011 $0.039 0.21% -33.90% -2.90%
2010 $0.059 0.40% -16.90% -5.73%
2009 $0.071 0.61% -50.35% -6.57%
2008 $0.143 0.75% - -10.43%
2006 $0.043 0.20% 760.00% -2.62%
2005 $0.005 0.03% -89.58% 9.91%
2004 $0.048 0.27% 71.43% -2.91%
2003 $0.028 0.22% -51.72% -0.11%
2002 $0.058 0.37% - -3.51%

Dividend Growth Chart for VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX)

VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) Historical Returns And Risk Info

From 08/22/2008 to 05/17/2024, the compound annualized total return (dividend reinvested) of VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is 7.552%. Its cumulative total return (dividend reinvested) is 213.972%.

From 08/22/2008 to 05/17/2024, the Maximum Drawdown of VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is 66.2%.

From 08/22/2008 to 05/17/2024, the Sharpe Ratio of VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is 0.2.

From 08/22/2008 to 05/17/2024, the Annualized Standard Deviation of VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is 23.5%.

From 08/22/2008 to 05/17/2024, the Beta of VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is 0.97.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
08/22/2008		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return(%) -2.4 -2.6 13.7 -1.5 6.2 6.8 10.7 6.0 7.5 17.7 -16.6 14.5 11.9 25.2 -16.0 11.1 24.2 -1.0 6.3 37.1 14.3 -2.7 24.0 27.2 -39.7 -10.0 -0.0 8.5 14.1 37.8 -17.6
Sharpe Ratio NA -0.52 0.51 -0.17 0.17 0.26 NA NA 0.2 0.68 -0.65 0.69 0.27 1.58 -0.99 0.92 1.37 -0.06 0.44 2.8 0.9 -0.09 1.11 0.83 -0.94 -0.56 -0.15 0.42 0.81 1.99 -1.12
Draw Down(%) NA 7.2 17.0 28.6 43.2 43.2 NA NA 66.2 17.2 26.7 10.6 43.2 9.6 26.4 6.9 14.0 12.9 11.5 5.3 11.8 27.4 17.9 31.2 52.3 18.1 23.5 10.1 16.4 13.3 26.6
Standard Deviation(%) NA 19.7 19.5 22.6 27.3 22.2 NA NA 23.5 19.8 27.9 20.9 42.9 15.1 17.4 11.4 17.5 15.8 14.1 13.3 16.0 30.8 21.6 32.5 42.9 23.3 22.2 15.0 16.3 18.6 29.2
Treynor Ratio NA -0.09 0.09 -0.04 0.04 0.06 NA NA 0.05 0.13 -0.18 0.13 0.11 0.24 -0.17 0.1 0.23 -0.01 0.07 0.39 0.15 -0.03 0.27 0.3 -0.44 -0.15 -0.03 0.06 0.13 0.36 -0.35
Alpha NA -0.09 -0.03 -0.01 -0.01 -0.01 NA NA -0.01 -0.01 0.01 -0.01 -0.03 -0.01 -0.03 -0.02 0.02 0.01 0.0 0.0 -0.01 0.0 0.0 -0.02 -0.04 -0.04 -0.06 0.0 -0.02 -0.03 -0.02
Beta NA 1.13 1.09 1.02 1.04 1.02 NA NA 0.97 1.04 0.99 1.08 1.05 1.01 1.01 1.08 1.03 0.84 0.96 0.95 0.97 0.97 0.9 0.9 0.91 0.89 1.06 1.01 1.0 1.03 0.94
RSquare NA 0.82 0.9 0.92 0.95 0.94 NA NA 0.91 0.94 0.93 0.94 0.98 0.97 0.97 0.94 0.98 0.66 0.95 0.96 0.98 0.99 0.99 0.99 0.9 0.54 0.58 0.95 0.97 0.96 0.94
Yield(%) N/A 0.0 0.0 7.8 7.0 8.9 13.8 7.4 N/A 0.2 23.1 0.5 1.9 16.4 15.4 10.9 10.2 15.0 11.3 9.4 4.0 0.2 0.4 0.6 0.7 0.0 0.2 0.0 0.3 0.2 0.4
Dividend Growth(%) N/A -100.0 -100.0 65.5 -61.8 N/A N/A N/A N/A -99.4 5862.5 -74.2 -87.6 -24.4 39.5 22.7 -43.1 26.3 45.2 162.0 1675.0 -33.3 -14.3 -50.0 N/A -100.0 N/A -100.0 66.7 -50.0 N/A

Return Calculator for VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX)

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VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) Historical Return Chart

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VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/22/2008 to 05/17/2024, the worst annualized return of 3-year rolling returns for VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is -26.39%.
From 08/22/2008 to 05/17/2024, the worst annualized return of 5-year rolling returns for VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is -12.34%.
From 08/22/2008 to 05/17/2024, the worst annualized return of 10-year rolling returns for VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is 1.52%.
From 08/22/2008 to 05/17/2024, the worst annualized return of 20-year rolling returns for VOYA SMALL COMPANY PORTFOLIO CLASS S (IVPSX) is 4.87%.

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