- ISIN
- US92914G7346
- Issuer
- Voya
- Inception Date
- May 3, 2004
- Category
- Large Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
INGIX Performance Chart
Voya U.S. Stock Index Portfolio (INGIX) is up 10.1% since the beginning of the year. INGIX is currently trading at $23 per share. Investors who bought $1,000 worth of INGIX shares 5 years ago would now be looking at an investment worth $1,882.
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Returns By Period
Voya U.S. Stock Index Portfolio (INGIX) has returned 10.07% so far this year and 24.83% over the past 12 months. Looking at the last ten years, INGIX has achieved an annualized return of 15.13%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Voya U.S. Stock Index Portfolio
- 1D
- 1.09%
- 1M
- 0.43%
- YTD
- 10.07%
- 6M
- 8.07%
- 1Y
- 24.83%
- 3Y*
- 20.13%
- 5Y*
- 13.48%
- 10Y*
- 15.13%
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%
INGIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2002, INGIX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +12.8%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, INGIX closed higher 48% of trading days. The best single day was Oct 13, 2008 with a return of +11.7%, while the worst single day was May 3, 2004 at -14.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.42% | -0.80% | -5.00% | 10.48% | 5.26% | -0.98% | 10.07% | ||||||
| 2025 | 4.09% | -5.45% | -2.81% | -0.72% | 6.29% | 5.03% | 2.19% | 2.69% | 2.97% | 2.02% | 0.52% | -1.36% | 15.88% |
| 2024 | 1.63% | 5.31% | 3.10% | -3.97% | 4.93% | 3.54% | 1.21% | 2.40% | 2.14% | -0.95% | 5.85% | -2.39% | 24.71% |
| 2023 | 6.27% | -2.44% | 3.61% | 1.53% | 0.41% | 6.60% | 3.26% | -1.62% | -4.77% | -2.16% | 9.17% | 4.51% | 26.04% |
| 2022 | -5.21% | -2.99% | 3.68% | -8.73% | 0.16% | -8.29% | 9.12% | -4.09% | -9.21% | 8.06% | 5.59% | -5.84% | -18.40% |
| 2021 | -1.06% | 2.77% | 4.31% | 5.33% | 0.71% | 2.30% | 2.33% | 3.01% | -4.69% | 6.98% | -0.70% | 4.47% | 28.33% |
Benchmark Metrics
Voya U.S. Stock Index Portfolio has an annualized alpha of 1.71%, beta of 0.88, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since January 03, 2002.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.54%) than losses (88.39%) - typical of diversified or defensive assets.
- With beta of 0.88 and R2 of 0.82, 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
- 1.71%
- Beta
- 0.88
- R²
- 0.82
- Upside Capture
- 91.54%
- Downside Capture
- 88.39%
Expense Ratio
INGIX has an expense ratio of 0.27%, which is considered low.
Return for Risk
Risk / Return Rank
INGIX ranks 49 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 U.S. Stock Index Portfolio (INGIX) 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.
| INGIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 2.78 | +0.13 |
| Martin ratioReturn relative to average drawdown | 11.91 | 12.44 | -0.53 |
Dividends
Dividend History
Voya U.S. Stock Index Portfolio provided a 9.69% dividend yield over the last twelve months, with an annual payout of $2.25 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.25 | $2.25 | $1.85 | $1.96 | $2.04 | $2.25 | $0.99 | $1.16 | $1.15 | $0.99 | $1.07 | $1.54 |
Dividend yield | 9.69% | 10.66% | 9.12% | 11.02% | 12.95% | 10.29% | 5.21% | 6.82% | 8.29% | 6.30% | 7.74% | 11.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya U.S. Stock 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 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.25 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $1.85 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $1.96 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $2.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $2.25 |
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 U.S. Stock 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 U.S. Stock Index Portfolio was 55.38%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current Voya U.S. Stock Index Portfolio drawdown is 1.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.38%Mar 2009 | 1y 5mo | 3y 6mo | 4y 11moOct 2007 - Sep 2012 |
COVID crash2020 | -33.84%Mar 2020 | 1mo 2d | 4mo 22d | 5mo 24dFeb 2020 - Aug 2020 |
2004 bear market2004 | -24.98%Aug 2004 | 2y 7mo | 2y 2mo | 4y 9moJan 2002 - Oct 2006 |
Bear market2022 | -24.69%Oct 2022 | 9mo 11d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
Rate-hike selloffLate 2018 | -19.40%Dec 2018 | 3mo 1d | 3mo 19d | 6mo 20dSep 2018 - Apr 2019 |
Drawdown Indicators
| INGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -56.78% | +1.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.53% | -9.10% | -0.43% |
Max Drawdown (3Y)Largest decline over 3 years | -19.08% | -18.90% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -25.43% | +0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -33.92% | +0.08% |
Current DrawdownCurrent decline from peak | -1.36% | -1.80% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -10.71% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 2.03% | +0.20% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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