- ISIN
- US92913T3077
- Issuer
- Voya
- Inception Date
- May 1, 2009
- Category
- Mid Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
IRGJX Performance Chart
Voya Russell Mid Cap Growth Index Portfolio (IRGJX) is up 3.8% since the beginning of the year. IRGJX is currently trading at $47 per share. Investors who bought $1,000 worth of IRGJX shares 5 years ago would now be looking at an investment worth $1,328.
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Returns By Period
Voya Russell Mid Cap Growth Index Portfolio (IRGJX) has returned 3.79% so far this year and 5.86% over the past 12 months. Over the last ten years, IRGJX has returned 12.21% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Voya Russell Mid Cap Growth Index Portfolio
- 1D
- 1.05%
- 1M
- 1.91%
- YTD
- 3.79%
- 6M
- 1.23%
- 1Y
- 5.86%
- 3Y*
- 14.57%
- 5Y*
- 5.84%
- 10Y*
- 12.21%
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%
IRGJX Monthly Returns History
Based on dividend-adjusted daily data since May 4, 2009, IRGJX's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, an investment would double in approximately 4.9 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +15.6%, while the worst month was Mar 2020 at -15.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IRGJX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -12.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.90% | 0.78% | -6.27% | 6.43% | 4.69% | -0.49% | 3.79% | ||||||
| 2025 | 8.67% | -10.77% | -4.30% | 3.29% | 8.53% | 5.32% | 1.98% | 1.78% | -0.82% | -1.34% | -1.12% | -1.37% | 8.53% |
| 2024 | -0.59% | 7.46% | 2.31% | -5.78% | 1.03% | 1.62% | 0.61% | 2.43% | 3.29% | 1.71% | 13.28% | -6.26% | 21.54% |
| 2023 | 8.68% | -1.02% | 1.33% | -1.49% | 0.01% | 7.70% | 3.01% | -3.35% | -4.91% | -5.13% | 12.18% | 7.57% | 25.34% |
| 2022 | -12.91% | -1.26% | 1.58% | -11.28% | -3.71% | -7.51% | 12.20% | -3.30% | -8.51% | 7.84% | 5.42% | -6.03% | -26.82% |
| 2021 | -0.36% | 1.67% | -1.91% | 5.57% | -1.69% | 6.75% | 0.99% | 3.18% | -4.86% | 6.97% | -4.26% | 0.33% | 12.16% |
Benchmark Metrics
Voya Russell Mid Cap Growth Index Portfolio has an annualized alpha of -0.77%, beta of 1.09, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since May 04, 2009.
- This fund participated in 106.09% of S&P 500 Index downside but only 104.27% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.09 and R2 of 0.83, 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
- -0.77%
- Beta
- 1.09
- R²
- 0.83
- Upside Capture
- 104.27%
- Downside Capture
- 106.09%
Expense Ratio
IRGJX has an expense ratio of 0.40%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IRGJX ranks 5 for risk / return — in the bottom 5% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Voya Russell Mid Cap Growth Index Portfolio (IRGJX) 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.
| IRGJX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.37 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 2.78 | -2.35 |
| Martin ratioReturn relative to average drawdown | 1.22 | 12.44 | -11.22 |
Dividends
Dividend History
Voya Russell Mid Cap Growth Index Portfolio provided a 13.50% dividend yield over the last twelve months, with an annual payout of $6.35 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 | $6.35 | $6.48 | $0.17 | $0.16 | $3.78 | $1.72 | $2.47 | $3.61 | $4.09 | $0.29 | $0.27 | $0.24 |
Dividend yield | 13.50% | 14.29% | 0.35% | 0.42% | 12.03% | 3.55% | 5.50% | 10.03% | 13.76% | 0.83% | 0.96% | 0.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Voya Russell Mid Cap Growth Index 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 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $6.35 | $0.00 | $0.00 | $0.00 | $6.48 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $3.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.78 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $1.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.72 |
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 Russell Mid Cap Growth Index 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 Russell Mid Cap Growth Index Portfolio was 38.65%, occurring on Jun 16, 2022. Recovery took 584 trading sessions.
The current Voya Russell Mid Cap Growth Index Portfolio drawdown is 2.16%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -38.65%Jun 2022 | 7mo 1d | 2y 4mo | 2y 11moNov 2021 - Oct 2024 |
COVID crash2020 | -35.81%Mar 2020 | 1mo 2d | 3mo 17d | 4mo 19dFeb 2020 - Jul 2020 |
2025 selloff2025 | -25.37%Apr 2025 | 1mo 18d | 2mo 26d | 4mo 14dFeb 2025 - Jul 2025 |
2011 bear market2011 | -25.12%Oct 2011 | 2mo 27d | 5mo 25d | 8mo 22dJul 2011 - Mar 2012 |
Rate-hike selloffLate 2018 | -22.55%Dec 2018 | 3mo 8d | 3mo 8d | 6mo 16dSep 2018 - Apr 2019 |
Drawdown Indicators
| IRGJX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.65% | -56.78% | +18.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -9.10% | -5.75% |
Max Drawdown (3Y)Largest decline over 3 years | -25.37% | -18.90% | -6.47% |
Max Drawdown (5Y)Largest decline over 5 years | -38.65% | -25.43% | -13.22% |
Max Drawdown (10Y)Largest decline over 10 years | -38.65% | -33.92% | -4.73% |
Current DrawdownCurrent decline from peak | -2.16% | -1.80% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -10.71% | +3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 2.03% | +3.07% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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