- ISIN
- US92913T5130
- Issuer
- Voya
- Inception Date
- Mar 10, 2008
- Category
- Mid Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
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
IIRMX Performance Chart
Voya Russell Mid Cap Index Portfolio (IIRMX) is up 16.2% since the beginning of the year. IIRMX is currently trading at $9 per share. Investors who bought $1,000 worth of IIRMX shares 5 years ago would now be looking at an investment worth $1,509.
Loading charts...
Returns By Period
Voya Russell Mid Cap Index Portfolio (IIRMX) has returned 16.20% so far this year and 26.79% over the past 12 months. Over the last ten years, IIRMX has returned 11.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Voya Russell Mid Cap Index Portfolio
- 1D
- 0.23%
- 1M
- 7.16%
- YTD
- 16.20%
- 6M
- 16.84%
- 1Y
- 26.79%
- 3Y*
- 18.37%
- 5Y*
- 8.57%
- 10Y*
- 11.55%
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%
IIRMX Monthly Returns History
Based on dividend-adjusted daily data since Mar 11, 2008, IIRMX's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +15.4%, while the worst month was Oct 2008 at -22.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IIRMX closed higher 53% of trading days. The best single day was May 8, 2026 with a return of +13.9%, while the worst single day was Mar 16, 2020 at -13.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.99% | 3.79% | -5.35% | 7.35% | 6.74% | 0.23% | 16.20% | ||||||
| 2025 | 6.36% | -7.13% | -2.29% | -1.08% | 5.77% | 3.87% | 1.81% | 2.72% | 0.55% | -1.54% | 1.94% | -0.27% | 10.40% |
| 2024 | -1.53% | 5.66% | 3.89% | -5.07% | 2.80% | -0.76% | 4.68% | 2.01% | 2.24% | -0.61% | 8.80% | -7.12% | 14.78% |
| 2023 | 8.23% | -2.39% | -1.57% | -0.62% | -2.85% | 8.36% | 3.86% | -3.44% | -5.10% | -4.96% | 10.13% | 7.74% | 16.74% |
| 2022 | -7.45% | -0.67% | 2.48% | -7.69% | 0.06% | -9.98% | 9.82% | -3.19% | -9.24% | 8.77% | 6.02% | -5.42% | -17.55% |
| 2021 | -0.30% | 5.53% | 2.73% | 5.03% | 0.48% | 1.40% | 0.73% | 2.52% | -4.15% | 5.94% | -3.53% | 4.09% | 21.79% |
Benchmark Metrics
Voya Russell Mid Cap Index Portfolio has an annualized alpha of -0.07%, beta of 1.05, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since March 12, 2008.
- This fund captured 106.18% of S&P 500 Index gains and 106.09% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.05 and R2 of 0.88, 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
- -0.07%
- Beta
- 1.05
- R²
- 0.88
- Upside Capture
- 106.18%
- Downside Capture
- 106.09%
Expense Ratio
IIRMX has an expense ratio of 0.40%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IIRMX ranks 47 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya Russell Mid Cap Index Portfolio (IIRMX) and compare them to S&P 500 Index.
| IIRMX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 2.39 | -1.02 |
Sortino ratioReturn per unit of downside risk | 2.20 | 3.25 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.43 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 3.18 | 3.11 | +0.07 |
Martin ratioReturn relative to average drawdown | 13.65 | 14.38 | -0.73 |
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 Russell Mid Cap Index Portfolio provided a 37.97% dividend yield over the last twelve months, with an annual payout of $3.37 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.37 | $1.45 | $1.20 | $1.31 | $1.12 | $1.50 | $1.88 | $2.84 | $2.03 | $1.32 | $2.12 | $1.55 |
Dividend yield | 37.97% | 13.19% | 10.43% | 11.78% | 10.34% | 10.34% | 14.22% | 20.78% | 15.64% | 8.09% | 14.11% | 10.13% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Russell Mid Cap Index 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 | $3.37 | $0.00 | $3.37 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 |
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 Voya Russell Mid Cap Index 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 Russell Mid Cap Index Portfolio was 56.44%, occurring on Mar 9, 2009. Recovery took 451 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -56.44%Mar 2009 | 9mo 24d | 1y 9mo | 2y 7moMay 2008 - Dec 2010 |
COVID crash2020 | -40.41%Mar 2020 | 1mo 1d | 7mo 17d | 8mo 18dFeb 2020 - Nov 2020 |
Bear market2022 | -26.26%Oct 2022 | 11mo 1d | 1y 5mo | 2y 4moNov 2021 - Mar 2024 |
2011 bear market2011 | -24.37%Oct 2011 | 2mo 27d | 5mo 14d | 8mo 11dJul 2011 - Mar 2012 |
Rate-hike selloffLate 2018 | -21.30%Dec 2018 | 3mo 26d | 3mo 19d | 7mo 15dAug 2018 - Apr 2019 |
Drawdown Indicators
| IIRMX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.44% | -56.78% | +0.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -9.10% | -0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -21.18% | -18.90% | -2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -26.26% | -25.43% | -0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -33.92% | -6.49% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -10.72% | +2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 1.97% | +0.20% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with IIRMX
Add Voya Russell Mid Cap Index 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 IIRMX