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 has an expense ratio of 0.60%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Voya Index Plus SmallCap Portfolio (IPSIX) returned -12.21% year-to-date (YTD) and -4.99% over the past 12 months. Over the past 10 years, IPSIX returned -0.65% annually, underperforming the S&P 500 benchmark at 10.85%.
IPSIX
-12.21%
-1.13%
-18.70%
-4.99%
-0.25%
5.94%
-0.65%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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% | -4.56% | -6.44% | -4.01% | -0.49% | -12.21% | |||||||
| 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% | 3.44% | -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% | 2.77% | 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 4, meaning it’s performing worse than 96% 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.
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Dividends
Dividend History
Voya Index Plus SmallCap Portfolio provided a 6.66% dividend yield over the last twelve months, with an annual payout of $1.32 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.32 | $1.01 | $0.92 | $3.88 | $0.18 | $0.42 | $3.53 | $3.69 | $2.60 | $0.86 | $0.21 | $0.14 |
Dividend yield | 6.66% | 4.44% | 4.20% | 19.88% | 0.65% | 1.98% | 16.87% | 18.12% | 9.69% | 3.19% | 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 | $0.00 | $1.32 | $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 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $3.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $3.53 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $3.69 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.69 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $2.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.60 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 |
| 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.
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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 65.69%, occurring on Mar 9, 2009. Recovery took 1052 trading sessions.
The current Voya Index Plus SmallCap Portfolio drawdown is 26.77%.
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 chart below shows the rolling one-month volatility.
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