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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Voya Index Plus MidCap Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Voya Index Plus MidCap Portfolio (IPMIX) has returned -0.38% so far this year and 15.23% over the past 12 months. Over the last ten years, IPMIX has returned 9.37% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Voya Index Plus MidCap Portfolio
- 1D
- -0.85%
- 1M
- -7.13%
- YTD
- -0.38%
- 6M
- 1.69%
- 1Y
- 15.23%
- 3Y*
- 12.07%
- 5Y*
- 7.14%
- 10Y*
- 9.37%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Dec 17, 1997, IPMIX's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 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% | -7.13% | -0.38% | |||||||||
| 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 3.16%, beta of 1.03, and R² of 0.64 versus S&P 500 Index. Calculated based on daily prices since December 18, 1997.
- This fund captured 111.45% of S&P 500 Index gains and 100.33% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.16% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 1.03 and R² of 0.64, 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
- 3.16%
- Beta
- 1.03
- R²
- 0.64
- Upside Capture
- 111.45%
- Downside Capture
- 100.33%
Expense Ratio
IPMIX has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IPMIX ranks 21 for risk / return — below 21% 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 a chosen benchmark (S&P 500 Index).
| IPMIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.90 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.39 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.40 | -1.17 |
Martin ratioReturn relative to average drawdown | 0.82 | 6.61 | -5.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IPMIX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Voya Index Plus MidCap Portfolio provided a 7.62% dividend yield over the last twelve months, with an annual payout of $1.61 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.61 | $1.61 | $0.88 | $0.90 | $5.03 | $0.30 | $0.25 | $2.14 | $2.86 | $1.75 | $2.28 | $3.61 |
Dividend yield | 7.62% | 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 | |||||||||
| 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 7.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.71% | Jun 6, 2008 | 190 | Mar 9, 2009 | 469 | Jan 14, 2011 | 659 |
| -43.76% | Feb 21, 2020 | 22 | Mar 23, 2020 | 171 | Nov 23, 2020 | 193 |
| -43.1% | Mar 28, 2000 | 636 | Oct 9, 2002 | 558 | Dec 28, 2004 | 1194 |
| -26.04% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -24.69% | Jul 21, 1998 | 57 | Oct 8, 1998 | 53 | Dec 23, 1998 | 110 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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