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IJPIX vs. IPHYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IJPIX vs. IPHYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VY JPMorgan Emerging Markets Equity Portfolio (IJPIX) and Voya High Yield Portfolio (IPHYX). The values are adjusted to include any dividend payments, if applicable.

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IJPIX vs. IPHYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IJPIX
VY JPMorgan Emerging Markets Equity Portfolio
4.08%38.95%1.91%6.58%-26.16%-10.00%33.28%31.72%-16.76%43.11%
IPHYX
Voya High Yield Portfolio
-1.15%6.80%6.74%11.47%-13.75%4.15%5.66%15.24%-3.18%6.24%

Returns By Period

In the year-to-date period, IJPIX achieves a 4.08% return, which is significantly higher than IPHYX's -1.15% return. Over the past 10 years, IJPIX has outperformed IPHYX with an annualized return of 8.82%, while IPHYX has yielded a comparatively lower 4.62% annualized return.


IJPIX

1D
3.09%
1M
-8.60%
YTD
4.08%
6M
10.21%
1Y
38.20%
3Y*
14.52%
5Y*
0.88%
10Y*
8.82%

IPHYX

1D
0.81%
1M
-1.47%
YTD
-1.15%
6M
-0.12%
1Y
4.34%
3Y*
6.55%
5Y*
2.50%
10Y*
4.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IJPIX vs. IPHYX - Expense Ratio Comparison

IJPIX has a 1.51% expense ratio, which is higher than IPHYX's 0.73% expense ratio.


Return for Risk

IJPIX vs. IPHYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IJPIX
IJPIX Risk / Return Rank: 8888
Overall Rank
IJPIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
IJPIX Sortino Ratio Rank: 9292
Sortino Ratio Rank
IJPIX Omega Ratio Rank: 8989
Omega Ratio Rank
IJPIX Calmar Ratio Rank: 8484
Calmar Ratio Rank
IJPIX Martin Ratio Rank: 8484
Martin Ratio Rank

IPHYX
IPHYX Risk / Return Rank: 5959
Overall Rank
IPHYX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
IPHYX Sortino Ratio Rank: 6464
Sortino Ratio Rank
IPHYX Omega Ratio Rank: 6868
Omega Ratio Rank
IPHYX Calmar Ratio Rank: 4646
Calmar Ratio Rank
IPHYX Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IJPIX vs. IPHYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VY JPMorgan Emerging Markets Equity Portfolio (IJPIX) and Voya High Yield Portfolio (IPHYX). 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.


IJPIXIPHYXDifference

Sharpe ratio

Return per unit of total volatility

2.15

1.21

+0.94

Sortino ratio

Return per unit of downside risk

2.86

1.73

+1.12

Omega ratio

Gain probability vs. loss probability

1.41

1.27

+0.14

Calmar ratio

Return relative to maximum drawdown

2.31

1.31

+0.99

Martin ratio

Return relative to average drawdown

9.36

5.81

+3.55

IJPIX vs. IPHYX - Sharpe Ratio Comparison

The current IJPIX Sharpe Ratio is 2.15, which is higher than the IPHYX Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of IJPIX and IPHYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IJPIXIPHYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.15

1.21

+0.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.50

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.85

-0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

1.01

-0.72

Correlation

The correlation between IJPIX and IPHYX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

IJPIX vs. IPHYX - Dividend Comparison

IJPIX's dividend yield for the trailing twelve months is around 24.87%, more than IPHYX's 3.95% yield.


TTM20252024202320222021202020192018201720162015
IJPIX
VY JPMorgan Emerging Markets Equity Portfolio
24.87%25.88%0.82%1.67%42.85%8.66%5.75%5.37%0.66%0.40%1.15%9.47%
IPHYX
Voya High Yield Portfolio
3.95%4.47%5.90%5.68%4.36%4.26%5.03%5.14%6.03%6.82%6.44%6.32%

Drawdowns

IJPIX vs. IPHYX - Drawdown Comparison

The maximum IJPIX drawdown since its inception was -64.21%, which is greater than IPHYX's maximum drawdown of -32.43%. Use the drawdown chart below to compare losses from any high point for IJPIX and IPHYX.


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Drawdown Indicators


IJPIXIPHYXDifference

Max Drawdown

Largest peak-to-trough decline

-64.21%

-32.43%

-31.78%

Max Drawdown (1Y)

Largest decline over 1 year

-12.53%

-3.00%

-9.53%

Max Drawdown (5Y)

Largest decline over 5 years

-45.22%

-17.18%

-28.04%

Max Drawdown (10Y)

Largest decline over 10 years

-49.88%

-20.45%

-29.43%

Current Drawdown

Current decline from peak

-9.83%

-1.72%

-8.11%

Average Drawdown

Average peak-to-trough decline

-20.23%

-2.81%

-17.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

0.76%

+2.84%

Volatility

IJPIX vs. IPHYX - Volatility Comparison

VY JPMorgan Emerging Markets Equity Portfolio (IJPIX) has a higher volatility of 9.79% compared to Voya High Yield Portfolio (IPHYX) at 1.64%. This indicates that IJPIX's price experiences larger fluctuations and is considered to be riskier than IPHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IJPIXIPHYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.79%

1.64%

+8.15%

Volatility (6M)

Calculated over the trailing 6-month period

14.18%

2.37%

+11.81%

Volatility (1Y)

Calculated over the trailing 1-year period

20.94%

4.27%

+16.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.02%

5.16%

+13.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.32%

5.51%

+13.81%