Voya Balanced Portfolio (IBPIX)
The Portfolio seeks to achieve its investment objectives by investing in a diversified portfolio of various asset classes and investment strategies managed by the sub-adviser ("Sub-Adviser"). The Portfolio may invest in domestic and international securities, including emerging markets securities, which may be denominated in foreign currencies or in the U.S. dollar.
Fund Info
US92914M1036
Apr 2, 1989
$0
Large-Cap
Blend
Expense Ratio
IBPIX features an expense ratio of 0.69%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Voya Balanced Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
IBPIX
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^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of IBPIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.41% | 2.56% | 2.17% | -3.28% | 3.56% | 1.76% | 9.28% | ||||||
| 2023 | 5.90% | -2.39% | 1.93% | 0.58% | -0.68% | 4.02% | 2.15% | -1.68% | -3.64% | -2.37% | 7.05% | 4.67% | 15.92% |
| 2022 | -4.34% | -2.33% | 0.64% | -6.81% | 0.40% | -6.06% | 6.45% | -3.53% | -7.62% | 4.53% | 5.03% | -3.83% | -17.23% |
| 2021 | -0.30% | 1.65% | 2.46% | 3.40% | 0.88% | 1.10% | 1.32% | 1.81% | -3.28% | 4.03% | -1.11% | 3.08% | 15.85% |
| 2020 | -0.51% | -5.25% | -12.02% | 8.67% | 3.66% | 1.51% | 4.12% | 3.96% | -2.49% | -1.35% | 8.53% | 3.33% | 10.76% |
| 2019 | 5.89% | 1.81% | 0.92% | 2.28% | -4.11% | 4.83% | 0.47% | -1.35% | 1.57% | 1.55% | 1.92% | 2.08% | 18.97% |
| 2018 | 2.76% | -3.21% | -0.48% | 0.06% | 0.56% | -0.46% | 2.20% | 0.91% | -0.19% | -4.99% | 1.16% | -4.99% | -6.81% |
| 2017 | 1.61% | 2.24% | 0.52% | 1.09% | 1.40% | 0.39% | 1.41% | 0.06% | 1.39% | 1.06% | 1.66% | 1.03% | 14.74% |
| 2016 | -3.55% | -0.52% | 4.88% | 0.99% | 0.97% | 0.21% | 2.67% | 0.21% | 0.34% | -1.36% | 1.38% | 1.56% | 7.82% |
| 2015 | -0.55% | 3.71% | -0.60% | 0.60% | 0.16% | -1.95% | 0.76% | -4.43% | -2.43% | 5.05% | -0.21% | -1.61% | -1.85% |
| 2014 | -2.07% | 3.86% | -0.14% | 0.28% | 1.93% | 1.54% | -1.58% | 2.73% | -2.11% | 1.53% | 1.30% | -1.01% | 6.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IBPIX is 45, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Voya Balanced Portfolio (IBPIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Voya Balanced Portfolio provided a 16.06% dividend yield over the last twelve months, with an annual payout of $2.23 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.23 | $0.31 | $2.26 | $0.56 | $0.79 | $0.98 | $1.56 | $0.41 | $0.25 | $0.28 | $0.23 |
Dividend yield | 16.06% | 2.07% | 17.29% | 3.03% | 4.82% | 6.25% | 11.10% | 2.43% | 1.71% | 2.01% | 1.58% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Balanced Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $1.42 | $2.23 | |||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 |
| 2014 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Voya Balanced Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Voya Balanced Portfolio was 35.60%, occurring on Mar 9, 2009. Recovery took 277 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.6% | Aug 12, 2008 | 144 | Mar 9, 2009 | 277 | Apr 14, 2010 | 421 |
| -27.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 109 | Aug 26, 2020 | 132 |
| -22.13% | Dec 30, 2021 | 200 | Oct 14, 2022 | 356 | Mar 20, 2024 | 556 |
| -14.3% | May 3, 2011 | 107 | Oct 3, 2011 | 101 | Feb 28, 2012 | 208 |
| -13.38% | Jan 29, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
Volatility
Volatility Chart
The current Voya Balanced Portfolio volatility is 12.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.