Voya Index Plus LargeCap Portfolio (IPLIX)
Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of large-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 500 of the largest companies traded in the United States and selected by S&P Global Ratings.
Fund Info
US92913T8365
Sep 16, 1996
$0
Large-Cap
Blend
Expense Ratio
IPLIX features an expense ratio of 0.55%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Voya Index Plus LargeCap Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Voya Index Plus LargeCap Portfolio had a return of 3.64% year-to-date (YTD) and 18.47% in the last 12 months. Over the past 10 years, Voya Index Plus LargeCap Portfolio had an annualized return of 4.46%, while the S&P 500 had an annualized return of 11.26%, indicating that Voya Index Plus LargeCap Portfolio did not perform as well as the benchmark.
IPLIX
3.64%
1.59%
9.70%
18.47%
2.27%
4.46%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of IPLIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.35% | 3.64% | |||||||||||
| 2024 | 1.53% | 5.70% | 3.37% | -4.32% | -0.31% | 3.47% | 1.44% | 1.95% | 1.74% | -0.17% | 6.31% | -2.42% | 19.32% |
| 2023 | 7.11% | -2.14% | 2.50% | 0.75% | -1.50% | 6.96% | 3.21% | -1.88% | -4.59% | -2.23% | 9.03% | 4.84% | 23.16% |
| 2022 | -5.64% | -3.47% | 3.38% | -8.59% | -25.19% | -8.08% | 9.32% | -3.95% | -9.25% | 8.00% | 5.52% | -6.30% | -39.77% |
| 2021 | -0.58% | 2.29% | 4.95% | 5.70% | -5.89% | 2.23% | 2.47% | 3.18% | -5.00% | 6.71% | -0.71% | 4.37% | 20.55% |
| 2020 | -0.70% | -8.54% | -13.59% | 13.42% | -5.39% | 1.55% | 5.42% | 6.39% | -4.24% | -2.58% | 11.26% | 4.55% | 4.10% |
| 2019 | 8.52% | 3.37% | 1.01% | 4.51% | -14.84% | 7.15% | 1.53% | -2.78% | 2.28% | 2.04% | 3.70% | 2.71% | 18.58% |
| 2018 | 4.81% | -4.06% | -2.46% | 0.42% | -6.09% | 0.34% | 4.02% | 2.89% | 0.00% | -6.56% | 2.03% | -9.28% | -14.10% |
| 2017 | 1.94% | 4.38% | 0.47% | 0.97% | -0.62% | 0.51% | 2.18% | 0.76% | 2.35% | 2.11% | 3.59% | 1.78% | 22.31% |
| 2016 | -5.56% | -0.38% | 6.67% | 0.54% | 1.47% | -0.04% | 3.92% | -0.13% | 0.26% | -1.71% | 3.66% | 1.64% | 10.27% |
| 2015 | -2.45% | 5.75% | -1.72% | 0.88% | 1.05% | -2.06% | 2.01% | -6.30% | -2.48% | 8.57% | 0.04% | -1.59% | 0.86% |
| 2014 | -3.69% | 4.76% | 0.84% | 0.59% | 2.59% | 2.12% | -0.76% | 4.52% | -1.64% | 1.85% | 2.64% | -0.44% | 13.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IPLIX is 62, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Voya Index Plus LargeCap Portfolio (IPLIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Voya Index Plus LargeCap Portfolio provided a 0.79% dividend yield over the last twelve months, with an annual payout of $0.25 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.25 | $0.22 | $0.25 | $0.34 | $0.45 | $0.44 | $0.43 | $0.42 | $0.38 | $0.36 | $0.31 |
Dividend yield | 0.79% | 0.82% | 0.87% | 1.20% | 0.98% | 1.52% | 1.52% | 1.75% | 1.45% | 1.59% | 1.60% | 1.40% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 |
| 2014 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 |
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.
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 58.23%, occurring on Mar 9, 2009. Recovery took 1028 trading sessions.
The current Voya Index Plus LargeCap Portfolio drawdown is 8.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.23% | Oct 10, 2007 | 354 | Mar 9, 2009 | 1028 | Apr 10, 2013 | 1382 |
| -44.04% | Dec 30, 2021 | 198 | Oct 12, 2022 | — | — | — |
| -35.64% | Jan 29, 2018 | 541 | Mar 23, 2020 | 201 | Jan 7, 2021 | 742 |
| -14.3% | May 19, 2015 | 186 | Feb 11, 2016 | 102 | Jul 8, 2016 | 288 |
| -10.69% | May 10, 2021 | 3 | May 12, 2021 | 75 | Aug 27, 2021 | 78 |
Volatility
Volatility Chart
The current Voya Index Plus LargeCap Portfolio volatility is 3.13%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.