IMCVX vs. BSIIX
IMCVX (Voya Multi-Manager Mid Cap Value Fund) and BSIIX (BlackRock Strategic Income Opportunities Fund Class I) are both mutual funds - IMCVX is a Mid Cap Value Equities fund managed by BlackRock, while BSIIX is a Total Bond Market fund managed by BlackRock. Over the past 10 years, IMCVX returned 9.64%/yr vs 3.60%/yr for BSIIX. Their 0.31 correlation means their historical movements had little consistent relationship. IMCVX charges 0.78%/yr vs 0.69%/yr for BSIIX.
Performance
IMCVX vs. BSIIX - Performance Comparison
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Returns By Period
In the year-to-date period, IMCVX achieves a 14.19% return, which is significantly higher than BSIIX's 1.03% return. Over the past 10 years, IMCVX has outperformed BSIIX with an annualized return of 9.64%, while BSIIX has yielded a comparatively lower 3.60% annualized return.
IMCVX
- 1D
- -0.58%
- 1M
- 0.39%
- 6M
- 8.76%
- YTD
- 14.19%
- 1Y
- 16.64%
- 3Y*
- 10.50%
- 5Y*
- 6.28%
- 10Y*
- 9.64%
- ALL TIME*
- 12.15%
BSIIX
- 1D
- 0.10%
- 1M
- -1.13%
- 6M
- 0.11%
- YTD
- 1.03%
- 1Y
- 4.24%
- 3Y*
- 6.24%
- 5Y*
- 2.75%
- 10Y*
- 3.60%
- ALL TIME*
- 3.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IMCVX vs. BSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMCVX Voya Multi-Manager Mid Cap Value Fund | 14.19% | 4.09% | 10.72% | 9.44% | -11.52% | 29.40% | 2.62% | 40.50% | -15.20% | 15.06% |
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 1.03% | 8.59% | 5.22% | 6.18% | -6.14% | 0.80% | 7.22% | 7.65% | -0.42% | 4.89% |
Correlation
The correlation between IMCVX and BSIIX is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2011 | 0.31 |
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Return for Risk
IMCVX vs. BSIIX — Risk / Return Rank
IMCVX
BSIIX
IMCVX vs. BSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Multi-Manager Mid Cap Value Fund (IMCVX) and BlackRock Strategic Income Opportunities Fund Class I (BSIIX). 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.
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.
| IMCVX | BSIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 1.76 | +0.66 |
| Martin ratioReturn relative to average drawdown | 8.27 | 6.43 | +1.84 |
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Drawdowns
IMCVX vs. BSIIX - Drawdown Comparison
The maximum IMCVX drawdown since its inception was -44.22%, which is greater than BSIIX's maximum drawdown of -18.76%. Use the drawdown chart below to compare losses from any high point for IMCVX and BSIIX.
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Drawdown Indicators
| IMCVX | BSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.22% | -18.76% | -25.46% |
Max Drawdown (1Y)Largest decline over 1 year | -7.47% | -2.84% | -4.63% |
Max Drawdown (3Y)Largest decline over 3 years | -19.34% | -2.84% | -16.50% |
Max Drawdown (5Y)Largest decline over 5 years | -22.03% | -9.13% | -12.90% |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | -9.91% | -34.31% |
Current DrawdownCurrent decline from peak | -1.53% | -1.25% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -5.41% | -1.80% | -3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 0.78% | +1.37% |
Volatility
IMCVX vs. BSIIX - Volatility Comparison
Voya Multi-Manager Mid Cap Value Fund (IMCVX) has a higher volatility of 2.83% compared to BlackRock Strategic Income Opportunities Fund Class I (BSIIX) at 0.69%. This indicates that IMCVX's price experiences larger fluctuations and is considered to be riskier than BSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMCVX | BSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 0.69% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 8.08% | 2.44% | +5.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.85% | 2.99% | +8.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.25% | 3.04% | +14.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 3.15% | +16.85% |
IMCVX vs. BSIIX - Expense Ratio Comparison
IMCVX has a 0.78% expense ratio, which is higher than BSIIX's 0.69% expense ratio.
Dividends
IMCVX vs. BSIIX - Dividend Comparison
IMCVX's dividend yield for the trailing twelve months is around 8.07%, more than BSIIX's 4.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.83% | 5.07% | 4.75% | 3.33% | 3.58% | 2.98% | 2.92% | 3.54% | 3.32% | 3.45% | 2.91% | 3.19% |
IMCVX Voya Multi-Manager Mid Cap Value Fund | 8.07% | 9.21% | 11.72% | 0.98% | 8.69% | 15.71% | 4.38% | 19.23% | 20.04% | 7.09% | 3.00% | 21.05% |
Frequently Asked Questions
IMCVX and BSIIX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IMCVX has higher volatility (2.83%) compared to BSIIX (0.69%). In terms of maximum drawdown, IMCVX dropped -44.22% vs BSIIX's -18.76%.
BSIIX currently has the higher Sharpe Ratio (1.67 vs 1.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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