IPMIX vs. MISIX
Compare and contrast key facts about Voya Index Plus MidCap Portfolio (IPMIX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
IPMIX is managed by Voya. It was launched on Dec 16, 1997. MISIX is managed by Victory.
Performance
IPMIX vs. MISIX - Performance Comparison
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IPMIX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPMIX Voya Index Plus MidCap Portfolio | -0.38% | 8.27% | 15.17% | 17.49% | -14.10% | 27.70% | 8.18% | 26.62% | -14.34% | 13.66% |
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, IPMIX achieves a -0.38% return, which is significantly higher than MISIX's -0.70% return. Both investments have delivered pretty close results over the past 10 years, with IPMIX having a 9.37% annualized return and MISIX not far behind at 9.25%.
IPMIX
- 1D
- -0.85%
- 1M
- -7.13%
- YTD
- -0.38%
- 6M
- 1.69%
- 1Y
- 15.23%
- 3Y*
- 12.07%
- 5Y*
- 7.14%
- 10Y*
- 9.37%
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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IPMIX vs. MISIX - Expense Ratio Comparison
IPMIX has a 0.60% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
IPMIX vs. MISIX — Risk / Return Rank
IPMIX
MISIX
IPMIX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Plus MidCap Portfolio (IPMIX) 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.
| IPMIX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.97 | -1.27 |
Sortino ratioReturn per unit of downside risk | 1.14 | 2.54 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.39 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 2.24 | -2.01 |
Martin ratioReturn relative to average drawdown | 0.82 | 9.80 | -8.98 |
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
| IPMIX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.97 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.40 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.31 | +0.07 |
Correlation
The correlation between IPMIX and MISIX is 0.72, 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
IPMIX vs. MISIX - Dividend Comparison
IPMIX's dividend yield for the trailing twelve months is around 7.62%, more than MISIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPMIX Voya Index Plus MidCap Portfolio | 7.62% | 7.59% | 4.15% | 4.66% | 29.03% | 1.13% | 1.20% | 10.96% | 16.62% | 7.62% | 10.43% | 17.41% |
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
IPMIX vs. MISIX - Drawdown Comparison
The maximum IPMIX drawdown since its inception was -54.71%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for IPMIX and MISIX.
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Drawdown Indicators
| IPMIX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.71% | -67.61% | +12.90% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -13.84% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -24.28% | -37.69% | +13.41% |
Max Drawdown (10Y)Largest decline over 10 years | -43.76% | -41.82% | -1.94% |
Current DrawdownCurrent decline from peak | -7.98% | -13.84% | +5.86% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -16.99% | +6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 3.16% | +2.56% |
Volatility
IPMIX vs. MISIX - Volatility Comparison
The current volatility for Voya Index Plus MidCap Portfolio (IPMIX) is 5.58%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that IPMIX 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
| IPMIX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 6.80% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.22% | 11.32% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.26% | 16.62% | +6.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.41% | 17.68% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 17.78% | +3.85% |