PortfoliosLab logoPortfoliosLab logo
ISIN
US92914C6755
Issuer
Voya
Inception Date
Apr 29, 2007
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

IBRIX Performance Chart

VY BlackRock Inflation Protected Bond Portfolio (IBRIX) is up 2.0% since the beginning of the year. IBRIX is currently trading at $9 per share. Investors who bought $1,000 worth of IBRIX shares 5 years ago would now be looking at an investment worth $1,051.


Loading charts...

S&P 500 Index

Returns By Period

VY BlackRock Inflation Protected Bond Portfolio (IBRIX) has returned 1.99% so far this year and 4.57% over the past 12 months. Over the last ten years, IBRIX has returned 2.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


VY BlackRock Inflation Protected Bond Portfolio

1D
0.43%
1M
0.22%
YTD
1.99%
6M
2.12%
1Y
4.57%
3Y*
3.95%
5Y*
1.00%
10Y*
2.55%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBRIX Monthly Returns History

Based on dividend-adjusted daily data since Apr 30, 2007, IBRIX's average daily return is +0.01%, while the average monthly return is +0.25%. At this rate, an investment would double in approximately 23.1 years.

Historically, 63% of months were positive and 37% were negative. The best month was Dec 2008 with a return of +5.6%, while the worst month was Oct 2008 at -7.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IBRIX closed higher 45% of trading days. The best single day was May 8, 2026 with a return of +5.2%, while the worst single day was May 7, 2026 at -4.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.77%1.13%-1.28%1.47%0.33%-0.43%1.99%
20251.56%1.48%1.06%-0.21%-0.54%1.07%0.27%1.73%-0.05%0.21%0.02%-0.61%6.11%
20240.55%-1.07%1.31%-2.15%1.83%0.46%1.92%0.86%1.45%-1.57%0.28%-1.69%2.09%
20232.52%-1.39%2.59%0.04%-1.13%-0.21%0.31%-1.11%-2.08%-1.06%3.47%2.47%4.30%
2022-2.50%0.44%-1.41%-2.90%-0.58%-3.86%4.54%-2.46%-7.15%1.47%2.50%-0.97%-12.63%
20210.28%-1.68%-0.31%1.53%1.14%0.59%2.30%-0.05%-0.62%0.83%0.51%0.67%5.25%

Benchmark Metrics

VY BlackRock Inflation Protected Bond Portfolio has an annualized alpha of 3.35%, beta of -0.02, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 30, 2007.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (14.16%) than losses (10.16%) - typical of diversified or defensive assets.
  • Beta of -0.02 may look defensive, but with R2 of 0.00 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.00 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.35%
Beta
-0.02
0.00
Upside Capture
14.16%
Downside Capture
10.16%

Expense Ratio

IBRIX has an expense ratio of 0.58%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IBRIX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


IBRIX Risk / Return Rank: 1515
Overall Rank
IBRIX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
IBRIX Sortino Ratio Rank: 88
Sortino Ratio Rank
IBRIX Omega Ratio Rank: 1919
Omega Ratio Rank
IBRIX Calmar Ratio Rank: 1212
Calmar Ratio Rank
IBRIX Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for VY BlackRock Inflation Protected Bond Portfolio (IBRIX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IBRIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.41

Sortino ratioReturn per unit of downside risk

-1.78

Omega ratioGain probability vs. loss probability

1.21

1.37

-0.16

Calmar ratioReturn relative to maximum drawdown

1.05

2.78

-1.73

Martin ratioReturn relative to average drawdown

5.81

12.44

-6.62

Dividends

Dividend History

VY BlackRock Inflation Protected Bond Portfolio provided a 3.84% dividend yield over the last twelve months, with an annual payout of $0.36 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.36$0.31$0.35$0.33$0.45$0.29$0.18$0.23$0.23$0.15$0.00$0.13

Dividend yield

3.84%3.31%3.87%3.55%4.96%2.68%1.70%2.38%2.51%1.52%0.00%1.41%

Monthly Dividends

The table displays the monthly dividend distributions for VY BlackRock Inflation Protected Bond Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.03$0.03$0.05$0.04$0.04$0.00$0.18
2025$0.02$0.03$0.05$0.04$0.00$0.04$0.04$0.00$0.03$0.00$0.03$0.03$0.31
2024$0.01$0.01$0.04$0.05$0.05$0.03$0.03$0.02$0.02$0.02$0.02$0.03$0.35
2023$0.00$0.00$0.05$0.04$0.03$0.04$0.03$0.03$0.02$0.02$0.05$0.01$0.33
2022$0.04$0.02$0.04$0.05$0.06$0.03$0.06$0.08$0.01$0.02$0.03$0.03$0.45
2021$0.00$0.00$0.02$0.03$0.03$0.04$0.04$0.04$0.02$0.01$0.02$0.04$0.29

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the VY BlackRock Inflation Protected Bond 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 VY BlackRock Inflation Protected Bond Portfolio was 15.82%, occurring on Oct 20, 2022. Recovery took 812 trading sessions.

The current VY BlackRock Inflation Protected Bond Portfolio drawdown is 0.54%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-15.82%Oct 2022
11mo 14d3y 4mo
4y 3moNov 2021 - Feb 2026
Financial crisis2007–2009
-13.62%Nov 2008
8mo 18d9mo 20d
1y 6moMar 2008 - Sep 2009
COVID crash2020
-10.73%Mar 2020
10d2mo 22d
3mo 2dMar 2020 - Jun 2020
2013 correction2013
-10.69%Sep 2013
8mo 28d5y 8mo
6y 5moDec 2012 - May 2019
2011 pullback2011
-5.83%Feb 2011
3mo 9d2mo 8d
5mo 17dNov 2010 - Apr 2011

Drawdown Indicators


IBRIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-15.82%

-56.78%

+40.96%

Max Drawdown (1Y)

Largest decline over 1 year

-4.81%

-9.10%

+4.29%

Max Drawdown (3Y)

Largest decline over 3 years

-5.68%

-18.90%

+13.22%

Max Drawdown (5Y)

Largest decline over 5 years

-15.82%

-25.43%

+9.61%

Max Drawdown (10Y)

Largest decline over 10 years

-15.82%

-33.92%

+18.10%

Current Drawdown

Current decline from peak

-0.54%

-1.80%

+1.26%

Average Drawdown

Average peak-to-trough decline

-4.11%

-10.71%

+6.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.83%

2.03%

-1.20%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with IBRIX

Add VY BlackRock Inflation Protected Bond Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with IBRIX