- ISIN
- US92913T8365
- Issuer
- Voya
- Inception Date
- Sep 16, 1996
- 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
IPLIX Performance Chart
Voya Index Plus LargeCap Portfolio (IPLIX) is up 11.4% since the beginning of the year. IPLIX is currently trading at $31 per share. Investors who bought $1,000 worth of IPLIX shares 5 years ago would now be looking at an investment worth $1,871.
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Returns By Period
Voya Index Plus LargeCap Portfolio (IPLIX) has returned 11.40% so far this year and 26.94% over the past 12 months. Looking at the last ten years, IPLIX has achieved an annualized return of 14.78%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.
Voya Index Plus LargeCap Portfolio
- 1D
- 0.00%
- 1M
- 6.43%
- YTD
- 11.40%
- 6M
- 11.48%
- 1Y
- 26.94%
- 3Y*
- 21.83%
- 5Y*
- 13.35%
- 10Y*
- 14.78%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
IPLIX Monthly Returns History
Based on dividend-adjusted daily data since Sep 17, 1996, IPLIX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2008 with a return of +16.1%, while the worst month was Oct 2008 at -18.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IPLIX closed higher 52% of trading days. The best single day was Apr 1, 2008 with a return of +14.6%, while the worst single day was Mar 16, 2020 at -12.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.88% | -0.90% | -4.74% | 9.92% | 5.80% | 0.59% | 11.40% | ||||||
| 2025 | 3.70% | -6.06% | -2.95% | -0.73% | 6.87% | 4.44% | 1.82% | 2.84% | 2.70% | 1.73% | 0.78% | -0.16% | 15.30% |
| 2024 | 1.53% | 5.70% | 3.21% | -4.17% | 4.61% | 3.47% | 1.44% | 1.95% | 1.74% | -0.17% | 6.31% | -2.42% | 25.20% |
| 2023 | 7.11% | -2.14% | 2.50% | 0.75% | 0.82% | 6.96% | 3.21% | -1.88% | -4.59% | -2.23% | 9.03% | 4.84% | 26.06% |
| 2022 | -5.64% | -3.47% | 3.38% | -8.59% | 0.56% | -8.08% | 9.32% | -3.95% | -9.25% | 8.00% | 5.52% | -6.30% | -19.04% |
| 2021 | -0.58% | 2.29% | 4.94% | 5.70% | 0.71% | 2.23% | 2.47% | 3.18% | -5.00% | 6.71% | -0.71% | 4.37% | 29.01% |
Benchmark Metrics
Voya Index Plus LargeCap Portfolio has an annualized alpha of 1.32%, beta of 1.00, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since September 18, 1996.
- This fund captured 104.23% of S&P 500 Index gains but only 98.54% of its losses - a favorable profile for investors.
- With beta of 1.00 and R2 of 0.95, 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
- 1.32%
- Beta
- 1.00
- R²
- 0.95
- Upside Capture
- 104.23%
- Downside Capture
- 98.54%
Expense Ratio
IPLIX has an expense ratio of 0.55%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IPLIX ranks 71 for risk / return — better than 71% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya Index Plus LargeCap Portfolio (IPLIX) and compare them to S&P 500 Index.
| IPLIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.41 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.48 | 2.93 | +0.55 |
| Martin ratioReturn relative to average drawdown | 15.62 | 13.52 | +2.10 |
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 Index Plus LargeCap Portfolio provided a 11.61% dividend yield over the last twelve months, with an annual payout of $3.55 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.55 | $3.34 | $1.56 | $0.74 | $7.54 | $2.48 | $2.96 | $2.85 | $2.70 | $0.91 | $0.38 | $0.36 |
Dividend yield | 11.61% | 10.85% | 5.16% | 2.88% | 35.98% | 7.06% | 10.07% | 9.90% | 10.97% | 3.12% | 1.59% | 1.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Index Plus LargeCap 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 | $3.55 | $0.00 | $3.55 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $3.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.34 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $7.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.54 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $2.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.48 |
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 Index Plus LargeCap 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 Index Plus LargeCap Portfolio was 51.01%, occurring on Mar 9, 2009. Recovery took 541 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -51.01%Mar 2009 | 9mo 23d | 2y 1mo | 2y 11moMay 2008 - Apr 2011 |
Dot-com crash2000–2002 | -48.77%Oct 2002 | 2y 1mo | 4y 3mo | 6y 5moSep 2000 - Feb 2007 |
COVID crash2020 | -35.40%Mar 2020 | 1mo 2d | 5mo 4d | 6mo 6dFeb 2020 - Aug 2020 |
Bear market2022 | -24.78%Oct 2022 | 9mo 16d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
2011 correction2011 | -19.98%Oct 2011 | 5mo 4d | 4mo 16d | 9mo 20dMay 2011 - Feb 2012 |
Drawdown Indicators
| IPLIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -56.78% | +5.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -9.10% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -19.56% | -18.90% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -25.43% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -35.40% | -33.92% | -1.48% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -10.72% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 1.97% | -0.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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