Voya Intermediate Bond Portfolio (IPIIX)

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Voya Intermediate Bond Portfolio (IPIIX) is up 1.0% since the beginning of the year. IPIIX is currently trading at $11 per share. Investors who bought $1,000 worth of IPIIX shares 5 years ago would now be looking at an investment worth $1,008.

Voya Intermediate Bond Portfolio (IPIIX) has returned 0.96% so far this year and 5.36% over the past 12 months. Over the last ten years, IPIIX has returned 2.02% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since May 31, 1973, IPIIX's average daily return is +0.01%, while the average monthly return is +0.17%. At this rate, an investment would double in approximately 34.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 1980 with a return of +8.1%, while the worst month was Dec 1989 at -10.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 12 months.

On a daily basis, IPIIX closed higher 45% of trading days. The best single day was Jul 2, 1992 with a return of +4.2%, while the worst single day was Apr 2, 1985 at -11.3%.

Voya Intermediate Bond Portfolio has an annualized alpha of 2.00%, beta of 0.02, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 06, 1973.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (10.62%) than losses (10.20%) - 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.

IPIIX has an expense ratio of 0.55%, placing it in the medium range.

IPIIX ranks 22 for risk / return — below 22% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Voya Intermediate Bond Portfolio (IPIIX) and compare them to S&P 500 Index.

Voya Intermediate Bond Portfolio provided a 3.94% dividend yield over the last twelve months, with an annual payout of $0.43 per share.

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

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.

The table below displays the maximum drawdowns of the Voya Intermediate 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 Voya Intermediate Bond Portfolio was 35.19%, occurring on Oct 1, 1981. Recovery took 1116 trading sessions.

The current Voya Intermediate Bond Portfolio drawdown is 1.55%.

The chart below shows the rolling one-month volatility.