IIRMX vs. LLSCX
Compare and contrast key facts about Voya Russell Mid Cap Index Portfolio (IIRMX) and Longleaf Partners Small-Cap Fund (LLSCX).
IIRMX is managed by Voya. It was launched on Mar 10, 2008. LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989.
Performance
IIRMX vs. LLSCX - Performance Comparison
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IIRMX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIRMX Voya Russell Mid Cap Index Portfolio | -1.45% | 10.40% | 14.78% | 16.74% | -17.55% | 21.79% | 16.04% | 29.16% | -9.30% | 18.05% |
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Returns By Period
In the year-to-date period, IIRMX achieves a -1.45% return, which is significantly higher than LLSCX's -3.68% return. Over the past 10 years, IIRMX has outperformed LLSCX with an annualized return of 10.01%, while LLSCX has yielded a comparatively lower 6.69% annualized return.
IIRMX
- 1D
- -0.82%
- 1M
- -7.81%
- YTD
- -1.45%
- 6M
- -1.36%
- 1Y
- 12.73%
- 3Y*
- 11.92%
- 5Y*
- 6.26%
- 10Y*
- 10.01%
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
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IIRMX vs. LLSCX - Expense Ratio Comparison
IIRMX has a 0.40% expense ratio, which is lower than LLSCX's 0.95% expense ratio.
Return for Risk
IIRMX vs. LLSCX — Risk / Return Rank
IIRMX
LLSCX
IIRMX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Mid Cap Index Portfolio (IIRMX) and Longleaf Partners Small-Cap Fund (LLSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IIRMX | LLSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.15 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.06 | 0.32 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.04 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.10 | +0.11 |
Martin ratioReturn relative to average drawdown | 0.84 | 0.30 | +0.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IIRMX | LLSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.15 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.11 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.27 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.51 | -0.08 |
Correlation
The correlation between IIRMX and LLSCX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IIRMX vs. LLSCX - Dividend Comparison
IIRMX's dividend yield for the trailing twelve months is around 13.39%, more than LLSCX's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIRMX Voya Russell Mid Cap Index Portfolio | 13.39% | 13.19% | 10.43% | 11.78% | 10.34% | 10.34% | 14.22% | 20.78% | 15.64% | 8.09% | 14.11% | 10.13% |
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
Drawdowns
IIRMX vs. LLSCX - Drawdown Comparison
The maximum IIRMX drawdown since its inception was -56.44%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for IIRMX and LLSCX.
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Drawdown Indicators
| IIRMX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.44% | -63.97% | +7.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.49% | -10.47% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -26.26% | -28.37% | +2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -42.23% | +1.82% |
Current DrawdownCurrent decline from peak | -8.20% | -7.92% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -7.94% | -8.90% | +0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 3.68% | +1.26% |
Volatility
IIRMX vs. LLSCX - Volatility Comparison
Voya Russell Mid Cap Index Portfolio (IIRMX) has a higher volatility of 4.72% compared to Longleaf Partners Small-Cap Fund (LLSCX) at 3.90%. This indicates that IIRMX's price experiences larger fluctuations and is considered to be riskier than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IIRMX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 3.90% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.24% | 9.23% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 15.42% | +6.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 17.00% | +1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 24.58% | -4.95% |