IIRMX vs. MISIX
Compare and contrast key facts about Voya Russell Mid Cap Index Portfolio (IIRMX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
IIRMX is managed by Voya. It was launched on Mar 10, 2008. MISIX is managed by Victory.
Performance
IIRMX vs. MISIX - Performance Comparison
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IIRMX vs. MISIX - 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, IIRMX achieves a -1.45% return, which is significantly lower than MISIX's -0.70% return. Over the past 10 years, IIRMX has outperformed MISIX with an annualized return of 10.01%, while MISIX has yielded a comparatively lower 9.25% 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%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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IIRMX vs. MISIX - Expense Ratio Comparison
IIRMX has a 0.40% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
IIRMX vs. MISIX — Risk / Return Rank
IIRMX
MISIX
IIRMX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Mid Cap Index Portfolio (IIRMX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.97 | -1.33 |
Sortino ratioReturn per unit of downside risk | 1.06 | 2.54 | -1.48 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.39 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 2.24 | -2.02 |
Martin ratioReturn relative to average drawdown | 0.84 | 9.80 | -8.96 |
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 | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.97 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.40 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.52 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.31 | +0.12 |
Correlation
The correlation between IIRMX and MISIX is 0.74, 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. MISIX - Dividend Comparison
IIRMX's dividend yield for the trailing twelve months is around 13.39%, more than MISIX's 6.09% 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
IIRMX vs. MISIX - Drawdown Comparison
The maximum IIRMX drawdown since its inception was -56.44%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for IIRMX and MISIX.
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Drawdown Indicators
| IIRMX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.44% | -67.61% | +11.17% |
Max Drawdown (1Y)Largest decline over 1 year | -13.49% | -13.84% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -26.26% | -37.69% | +11.43% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -41.82% | +1.41% |
Current DrawdownCurrent decline from peak | -8.20% | -13.84% | +5.64% |
Average DrawdownAverage peak-to-trough decline | -7.94% | -16.99% | +9.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 3.16% | +1.78% |
Volatility
IIRMX vs. MISIX - Volatility Comparison
The current volatility for Voya Russell Mid Cap Index Portfolio (IIRMX) is 4.72%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that IIRMX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IIRMX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 6.80% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.24% | 11.32% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 16.62% | +4.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 17.68% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 17.78% | +1.85% |