- ISIN
- US92913T6872
- Issuer
- Voya
- Inception Date
- Dec 16, 1997
- Category
- Mid Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
IPMIX Performance Chart
Voya Index Plus MidCap Portfolio (IPMIX) is up 14.8% since the beginning of the year. IPMIX is currently trading at $23 per share. Investors who bought $1,000 worth of IPMIX shares 5 years ago would now be looking at an investment worth $1,600.
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Returns By Period
Voya Index Plus MidCap Portfolio (IPMIX) has returned 14.83% so far this year and 27.13% over the past 12 months. Over the last ten years, IPMIX has returned 10.61% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Voya Index Plus MidCap Portfolio
- 1D
- 1.06%
- 1M
- 3.24%
- YTD
- 14.83%
- 6M
- 12.49%
- 1Y
- 27.13%
- 3Y*
- 16.14%
- 5Y*
- 9.86%
- 10Y*
- 10.61%
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%
IPMIX Monthly Returns History
Based on dividend-adjusted daily data since Dec 17, 1997, IPMIX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2008 with a return of +27.3%, while the worst month was Mar 2020 at -21.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IPMIX closed higher 52% of trading days. The best single day was Mar 16, 2000 with a return of +41.4%, while the worst single day was Mar 31, 2000 at -24.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.26% | 3.88% | -4.44% | 7.60% | 2.44% | 1.64% | 14.83% | ||||||
| 2025 | 6.44% | -8.61% | -3.77% | -1.86% | 6.62% | 2.87% | 0.76% | 4.03% | 0.44% | -0.96% | 3.26% | -0.19% | 8.27% |
| 2024 | -1.19% | 5.61% | 5.66% | -5.69% | 3.93% | -1.65% | 6.06% | 0.05% | 1.25% | -0.66% | 8.97% | -6.83% | 15.17% |
| 2023 | 9.13% | -1.64% | -3.39% | -1.00% | -2.82% | 9.58% | 3.96% | -2.79% | -5.13% | -5.52% | 8.98% | 8.86% | 17.49% |
| 2022 | -6.68% | 0.25% | 1.10% | -6.54% | 0.90% | -10.02% | 10.95% | -3.62% | -9.95% | 10.85% | 6.14% | -5.51% | -14.10% |
| 2021 | 0.96% | 6.44% | 5.52% | 5.14% | 1.29% | -1.37% | 1.47% | 2.34% | -4.34% | 5.61% | -3.12% | 5.48% | 27.70% |
Benchmark Metrics
Voya Index Plus MidCap Portfolio has an annualized alpha of 3.07%, beta of 1.03, and R2 of 0.63 versus S&P 500 Index. Calculated based on daily prices since December 17, 1997.
- This fund captured 110.34% of S&P 500 Index gains but only 99.92% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 3.07% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.03 and R2 of 0.63, 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
- 3.07%
- Beta
- 1.03
- R²
- 0.63
- Upside Capture
- 110.34%
- Downside Capture
- 99.92%
Expense Ratio
IPMIX has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IPMIX ranks 35 for risk / return — below 35% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya Index Plus MidCap Portfolio (IPMIX) 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.
| IPMIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.40 | 2.78 | -0.39 |
| Martin ratioReturn relative to average drawdown | 7.75 | 12.44 | -4.68 |
Dividends
Dividend History
Voya Index Plus MidCap Portfolio provided a 6.57% dividend yield over the last twelve months, with an annual payout of $1.51 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.51 | $1.61 | $0.88 | $0.90 | $5.03 | $0.30 | $0.25 | $2.14 | $2.86 | $1.75 | $2.28 | $3.61 |
Dividend yield | 6.57% | 7.59% | 4.15% | 4.66% | 29.03% | 1.13% | 1.20% | 10.96% | 16.62% | 7.62% | 10.43% | 17.41% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Index Plus MidCap 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 | $1.51 | $0.00 | $1.51 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $5.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.03 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 |
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 MidCap 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 MidCap Portfolio was 54.71%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.
The current Voya Index Plus MidCap Portfolio drawdown is 6.99%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.71%Mar 2009 | 9mo 6d | 1y 10mo | 2y 7moJun 2008 - Jan 2011 |
COVID crash2020 | -43.76%Mar 2020 | 1mo 1d | 8mo 5d | 9mo 6dFeb 2020 - Nov 2020 |
Dot-com crash2000–2002 | -43.10%Oct 2002 | 2y 6mo | 2y 2mo | 4y 9moMar 2000 - Dec 2004 |
2011 bear market2011 | -26.04%Oct 2011 | 2mo 27d | 5mo 12d | 8mo 9dJul 2011 - Mar 2012 |
1998 bear market1998 | -24.69%Oct 1998 | 2mo 19d | 2mo 16d | 5mo 5dJul 1998 - Dec 1998 |
Drawdown Indicators
| IPMIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.71% | -56.78% | +2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -9.10% | -3.57% |
Max Drawdown (3Y)Largest decline over 3 years | -23.97% | -18.90% | -5.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.28% | -25.43% | +1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -43.76% | -33.92% | -9.84% |
Current DrawdownCurrent decline from peak | -6.99% | -1.80% | -5.19% |
Average DrawdownAverage peak-to-trough decline | -10.15% | -10.71% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 2.03% | +1.73% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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