Voya Index Plus SmallCap Portfolio (IPSIX)
Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 600 small-capitalization companies traded in the United States and selected by S&P Global Ratings.
Fund Info
US92913T5395
Dec 19, 1997
$0
Small-Cap
Blend
Expense Ratio
IPSIX features an expense ratio of 0.60%, 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 SmallCap 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 SmallCap Portfolio had a return of 3.34% year-to-date (YTD) and 8.64% in the last 12 months. Over the past 10 years, Voya Index Plus SmallCap Portfolio had an annualized return of 1.04%, while the S&P 500 had an annualized return of 11.29%, indicating that Voya Index Plus SmallCap Portfolio did not perform as well as the benchmark.
IPSIX
3.34%
1.03%
7.84%
8.64%
3.84%
1.04%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of IPSIX, 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 | 2.94% | 3.34% | |||||||||||
| 2024 | -3.42% | 3.63% | 3.82% | -5.39% | 0.65% | -2.47% | 10.37% | -1.95% | 0.88% | -3.24% | 11.54% | -7.63% | 5.04% |
| 2023 | 9.84% | -1.07% | -5.85% | -2.95% | -5.07% | 9.51% | 5.47% | -3.90% | -4.90% | -6.25% | 8.17% | 12.74% | 13.73% |
| 2022 | -6.52% | 1.33% | 0.31% | -7.14% | -14.21% | -8.90% | 10.31% | -4.23% | -10.06% | 12.71% | 4.76% | -6.60% | -27.74% |
| 2021 | 3.88% | 9.05% | 3.96% | 2.58% | 1.98% | -0.08% | -1.84% | 2.57% | -2.70% | 3.43% | -2.23% | 5.29% | 28.42% |
| 2020 | -4.59% | -10.63% | -23.56% | 12.84% | 2.84% | 2.95% | 4.05% | 3.53% | -4.57% | 1.76% | 18.21% | 7.70% | 3.72% |
| 2019 | 11.35% | 4.06% | -3.94% | 4.15% | -22.97% | 7.61% | 0.05% | -4.95% | 4.45% | 2.47% | 2.99% | 3.00% | 3.75% |
| 2018 | 3.85% | -4.78% | 1.66% | -0.48% | -6.82% | 0.44% | 2.74% | 3.49% | -3.25% | -10.01% | 1.09% | -12.47% | -23.32% |
| 2017 | 0.48% | 1.29% | -0.18% | 0.84% | -11.32% | 2.76% | 0.60% | -3.55% | 7.45% | 0.58% | 2.68% | -0.11% | 0.42% |
| 2016 | -5.28% | 1.39% | 8.20% | 0.31% | -0.95% | 0.67% | 4.60% | 1.90% | 0.33% | -4.42% | 12.41% | 3.50% | 23.59% |
| 2015 | -2.79% | 4.94% | 1.54% | -1.94% | 1.11% | 1.12% | -0.85% | -4.88% | -4.05% | 5.44% | 2.58% | -4.77% | -3.21% |
| 2014 | -3.57% | 4.13% | 0.32% | -2.54% | 0.04% | 4.27% | -5.35% | 4.28% | -4.92% | 6.61% | 0.18% | 2.74% | 5.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IPSIX is 22, meaning it’s performing worse than 78% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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 SmallCap Portfolio (IPSIX) 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 SmallCap Portfolio provided a 1.18% dividend yield over the last twelve months, with an annual payout of $0.28 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.28 | $0.28 | $0.22 | $0.22 | $0.18 | $0.21 | $0.23 | $0.24 | $0.25 | $0.20 | $0.21 | $0.14 |
Dividend yield | 1.18% | 1.22% | 0.98% | 1.14% | 0.65% | 0.97% | 1.12% | 1.17% | 0.91% | 0.75% | 0.93% | 0.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Index Plus SmallCap 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 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 |
| 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 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.23 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 |
| 2014 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 |
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 SmallCap 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 SmallCap Portfolio was 65.69%, occurring on Mar 9, 2009. Recovery took 1052 trading sessions.
The current Voya Index Plus SmallCap Portfolio drawdown is 13.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.69% | Feb 23, 2007 | 512 | Mar 9, 2009 | 1052 | May 14, 2013 | 1564 |
| -57.78% | Jan 29, 2018 | 538 | Mar 18, 2020 | 410 | Nov 1, 2021 | 948 |
| -36.97% | Nov 9, 2021 | 221 | Sep 26, 2022 | — | — | — |
| -19.24% | Jun 24, 2015 | 161 | Feb 11, 2016 | 134 | Aug 23, 2016 | 295 |
| -14.85% | Apr 27, 2017 | 81 | Aug 21, 2017 | 100 | Jan 12, 2018 | 181 |
Volatility
Volatility Chart
The current Voya Index Plus SmallCap Portfolio volatility is 4.01%, 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.