- ISIN
- US92913T5395
- Issuer
- Voya
- Inception Date
- Dec 19, 1997
- Category
- Small Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
IPSIX Performance Chart
Voya Index Plus SmallCap Portfolio (IPSIX) is up 21.2% since the beginning of the year. IPSIX is currently trading at $26 per share. Investors who bought $1,000 worth of IPSIX shares 5 years ago would now be looking at an investment worth $1,569.
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Returns By Period
Voya Index Plus SmallCap Portfolio (IPSIX) has returned 21.20% so far this year and 40.69% over the past 12 months. Over the last ten years, IPSIX has returned 10.52% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Voya Index Plus SmallCap Portfolio
- 1D
- 1.79%
- 1M
- 4.75%
- YTD
- 21.20%
- 6M
- 18.13%
- 1Y
- 40.69%
- 3Y*
- 16.89%
- 5Y*
- 9.43%
- 10Y*
- 10.52%
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%
IPSIX Monthly Returns History
Based on dividend-adjusted daily data since Dec 22, 1997, IPSIX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +18.2%, while the worst month was Mar 2020 at -23.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IPSIX closed higher 51% of trading days. The best single day was Apr 1, 2008 with a return of +11.9%, while the worst single day was Mar 16, 2020 at -14.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.63% | 2.11% | -3.48% | 11.17% | 1.93% | 3.73% | 21.20% | ||||||
| 2025 | 5.01% | -8.82% | -3.99% | -4.01% | 5.58% | 3.63% | 0.49% | 8.28% | 0.63% | -0.44% | 2.45% | 0.61% | 8.46% |
| 2024 | -3.42% | 3.63% | 3.14% | -4.77% | 4.10% | -2.47% | 10.37% | -1.95% | 0.88% | -3.24% | 11.54% | -7.63% | 8.64% |
| 2023 | 9.84% | -1.07% | -5.85% | -2.95% | -1.37% | 9.51% | 5.47% | -3.90% | -4.90% | -6.25% | 8.17% | 12.74% | 18.17% |
| 2022 | -6.52% | 1.33% | 0.31% | -7.14% | 2.33% | -8.90% | 10.31% | -4.23% | -10.06% | 12.71% | 4.76% | -6.60% | -13.82% |
| 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% |
Benchmark Metrics
Voya Index Plus SmallCap Portfolio has an annualized alpha of 1.23%, beta of 1.03, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since December 22, 1997.
- This fund captured 108.45% of S&P 500 Index gains and 104.79% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.03 and R2 of 0.73, 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
- 1.23%
- Beta
- 1.03
- R²
- 0.73
- Upside Capture
- 108.45%
- Downside Capture
- 104.79%
Expense Ratio
IPSIX has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IPSIX ranks 86 for risk / return — in the top 86% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya Index Plus SmallCap Portfolio (IPSIX) 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.
| IPSIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.37 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 6.00 | 2.78 | +3.22 |
| Martin ratioReturn relative to average drawdown | 19.92 | 12.44 | +7.48 |
Dividends
Dividend History
Voya Index Plus SmallCap Portfolio provided a 9.02% dividend yield over the last twelve months, with an annual payout of $2.31 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 | $2.31 | $1.32 | $1.01 | $0.92 | $3.88 | $0.18 | $0.42 | $3.53 | $3.69 | $2.60 | $0.86 | $0.20 |
Dividend yield | 9.02% | 5.72% | 4.44% | 4.20% | 19.88% | 0.65% | 1.98% | 16.87% | 18.12% | 9.69% | 3.19% | 0.93% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $2.31 | $0.00 | $2.31 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $3.88 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.88 |
| 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 |
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 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 58.01%, occurring on Mar 9, 2009. Recovery took 493 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.01%Mar 2009 | 1y 9mo | 1y 11mo | 3y 8moJun 2007 - Feb 2011 |
COVID crash2020 | -47.92%Mar 2020 | 1y 6mo | 9mo 24d | 2y 4moAug 2018 - Jan 2021 |
1998 bear market1998 | -36.40%Oct 1998 | 5mo 19d | 1y 4mo | 1y 10moApr 1998 - Feb 2000 |
Dot-com crash2000–2002 | -31.51%Oct 2002 | 5mo 25d | 1y 4d | 1y 5moApr 2002 - Oct 2003 |
2011 bear market2011 | -27.28%Oct 2011 | 2mo 27d | 4mo 3d | 7moJul 2011 - Feb 2012 |
Drawdown Indicators
| IPSIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.01% | -56.78% | -1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -7.63% | -9.10% | +1.47% |
Max Drawdown (3Y)Largest decline over 3 years | -26.60% | -18.90% | -7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -26.60% | -25.43% | -1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -47.92% | -33.92% | -14.00% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -9.69% | -10.71% | +1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.03% | +0.23% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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