- ISIN
- US92913P8831
- Issuer
- Voya
- Inception Date
- May 5, 2000
- Category
- Mid Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
IIMOX Performance Chart
Voya MidCap Opportunities Portfolio (IIMOX) is up 7.5% since the beginning of the year. IIMOX is currently trading at $6 per share. Investors who bought $1,000 worth of IIMOX shares 5 years ago would now be looking at an investment worth $1,345.
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Returns By Period
Voya MidCap Opportunities Portfolio (IIMOX) has returned 7.54% so far this year and 8.90% over the past 12 months. Over the last ten years, IIMOX has returned 11.66% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Voya MidCap Opportunities Portfolio
- 1D
- 0.50%
- 1M
- 7.73%
- YTD
- 7.54%
- 6M
- 6.58%
- 1Y
- 8.90%
- 3Y*
- 13.05%
- 5Y*
- 6.11%
- 10Y*
- 11.66%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
IIMOX Monthly Returns History
Based on dividend-adjusted daily data since May 30, 2001, IIMOX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.
Historically, 63% of months were positive and 37% were negative. The best month was Jul 2022 with a return of +15.9%, while the worst month was Oct 2008 at -18.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, IIMOX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -13.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.18% | 0.90% | -8.38% | 8.56% | 6.81% | 0.50% | 7.54% | ||||||
| 2025 | 6.44% | -10.83% | -4.11% | 3.54% | 7.91% | 3.83% | 2.41% | 1.41% | -0.46% | -1.80% | -1.22% | -1.94% | 3.84% |
| 2024 | 0.79% | 7.99% | 1.26% | -5.88% | 0.95% | 1.13% | -2.23% | 0.76% | 3.01% | 2.56% | 11.76% | -5.90% | 15.91% |
| 2023 | 6.55% | -0.68% | 0.92% | -1.36% | 1.84% | 7.92% | 3.14% | -2.44% | -4.79% | -4.38% | 10.76% | 5.17% | 23.54% |
| 2022 | -12.92% | -1.71% | 2.97% | -10.03% | -5.85% | -6.51% | 15.94% | -0.93% | -7.73% | 6.85% | 4.75% | -6.58% | -22.65% |
| 2021 | -2.86% | 5.77% | -2.47% | 6.89% | -2.87% | 5.81% | 2.46% | 2.80% | -3.20% | 5.57% | -5.85% | 0.44% | 12.05% |
Benchmark Metrics
Voya MidCap Opportunities Portfolio has an annualized alpha of 1.30%, beta of 1.04, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since May 31, 2001.
- This fund captured 107.91% of S&P 500 Index gains and 102.23% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.04 and R2 of 0.83, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.30%
- Beta
- 1.04
- R²
- 0.83
- Upside Capture
- 107.91%
- Downside Capture
- 102.23%
Expense Ratio
IIMOX has an expense ratio of 0.66%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IIMOX ranks 7 for risk / return — in the bottom 7% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya MidCap Opportunities Portfolio (IIMOX) and compare them to S&P 500 Index.
| IIMOX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 2.39 | -1.80 |
Sortino ratioReturn per unit of downside risk | 0.95 | 3.25 | -2.30 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.43 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 3.11 | -2.49 |
Martin ratioReturn relative to average drawdown | 1.86 | 14.38 | -12.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Voya MidCap Opportunities Portfolio provided a 9.76% dividend yield over the last twelve months, with an annual payout of $0.58 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.58 | $0.58 | $0.00 | $0.00 | $8.92 | $2.62 | $0.82 | $1.72 | $1.46 | $0.79 | $1.44 | $2.26 |
Dividend yield | 9.76% | 10.50% | 0.00% | 0.00% | 216.56% | 14.45% | 4.43% | 12.33% | 12.00% | 5.41% | 11.65% | 17.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya MidCap Opportunities 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.92 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.92 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.62 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.62 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Voya MidCap Opportunities 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 MidCap Opportunities Portfolio was 49.62%, occurring on Mar 9, 2009. Recovery took 396 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -49.62%Mar 2009 | 1y 2mo | 1y 6mo | 2y 9moDec 2007 - Oct 2010 |
Dot-com crash2000–2002 | -42.84%Oct 2002 | 1y 4mo | 3y 1mo | 4y 5moJun 2001 - Nov 2005 |
Bear market2022 | -38.63%Jun 2022 | 7mo 1d | 2y 4mo | 2y 11moNov 2021 - Nov 2024 |
COVID crash2020 | -35.22%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 |
2025 selloff2025 | -26.24%Apr 2025 | 1mo 26d | 4mo 22d | 6mo 18dFeb 2025 - Aug 2025 |
Drawdown Indicators
| IIMOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.62% | -56.78% | +7.16% |
Max Drawdown (1Y)Largest decline over 1 year | -17.25% | -9.10% | -8.15% |
Max Drawdown (3Y)Largest decline over 3 years | -26.24% | -18.90% | -7.34% |
Max Drawdown (5Y)Largest decline over 5 years | -38.63% | -25.43% | -13.20% |
Max Drawdown (10Y)Largest decline over 10 years | -38.63% | -33.92% | -4.71% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -10.72% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 1.97% | +3.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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