- ISIN
- US92914C2044
- Issuer
- Voya
- Inception Date
- Apr 30, 2013
- Category
- Global Allocation
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
IPIRX Performance Chart
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Returns By Period
Voya Global Perspectives Portfolio
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.15%
- 1Y
- 24.03%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IPIRX Monthly Returns History
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.15% | 2.04% | -6.09% | 6.16% | 1.81% | 6.84% | |||||||
| 2025 | 2.38% | 0.00% | -2.10% | 1.24% | 3.01% | 3.14% | -0.29% | 2.51% | 1.79% | 0.96% | 0.21% | 0.63% | 14.21% |
| 2024 | -1.06% | 2.02% | 2.10% | -3.42% | 2.72% | 0.69% | 2.83% | 2.07% | 2.02% | -1.76% | 2.47% | -3.29% | 7.31% |
| 2023 | 6.55% | -2.97% | 1.09% | 0.32% | -1.29% | 1.86% | 2.74% | -2.52% | -3.82% | -2.05% | 6.28% | 4.68% | 10.65% |
| 2022 | -4.43% | -1.89% | -0.35% | -6.06% | -0.47% | -6.01% | 5.66% | -3.44% | -7.90% | 3.14% | 6.67% | -2.85% | -17.52% |
| 2021 | -0.33% | 0.57% | -0.16% | 2.53% | 0.72% | 0.87% | 0.40% | 1.33% | -2.79% | 2.62% | -2.22% | 2.52% | 6.06% |
Benchmark Metrics
Voya Global Perspectives Portfolio has an annualized alpha of 0.06%, beta of 0.45, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since January 02, 2014.
- This fund participated in 65.15% of S&P 500 Index downside but only 49.87% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.45 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 0.06%
- Beta
- 0.45
- R²
- 0.71
- Upside Capture
- 49.87%
- Downside Capture
- 65.15%
Expense Ratio
IPIRX has an expense ratio of 0.20%, which is considered low.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya Global Perspectives Portfolio (IPIRX) 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.
| IPIRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.78 | — |
| Martin ratioReturn relative to average drawdown | — | 12.44 | — |
Dividends
Dividend History
Voya Global Perspectives Portfolio provided a 44.20% dividend yield over the last twelve months, with an annual payout of $3.28 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.28 | $0.54 | $0.29 | $1.24 | $1.20 | $0.77 | $0.76 | $0.88 | $0.13 | $0.32 | $0.29 | $0.71 |
Dividend yield | 44.20% | 5.64% | 3.25% | 14.65% | 13.55% | 6.34% | 6.25% | 7.80% | 1.30% | 2.78% | 2.78% | 7.16% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Global Perspectives 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 | $2.74 | $2.74 | |||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.54 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.24 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 |
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 Global Perspectives 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 Global Perspectives Portfolio was 24.97%, occurring on Oct 14, 2022. Recovery took 536 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -24.97%Oct 2022 | 11mo 9d | 2y 1mo | 3y 25dNov 2021 - Dec 2024 |
COVID crash2020 | -17.32%Mar 2020 | 1mo 2d | 2mo 5d | 3mo 7dFeb 2020 - May 2020 |
Rate-hike selloffLate 2018 | -15.61%Dec 2018 | 10mo 29d | 10mo 12d | 1y 9moJan 2018 - Nov 2019 |
2016 correction2016 | -10.98%Jan 2016 | 8mo 26d | 7mo 21d | 1y 4moApr 2015 - Sep 2016 |
2025 selloff2025 | -10.54%Apr 2025 | 4mo | 1mo 5d | 5mo 5dDec 2024 - May 2025 |
Drawdown Indicators
| IPIRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -56.78% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | — | -1.80% | — |
Average DrawdownAverage peak-to-trough decline | — | -10.71% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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