IRGJX vs. IPHYX
Compare and contrast key facts about Voya Russell Mid Cap Growth Index Portfolio (IRGJX) and Voya High Yield Portfolio (IPHYX).
IRGJX is managed by Voya. It was launched on May 1, 2009. IPHYX is managed by Voya. It was launched on May 3, 2004.
Performance
IRGJX vs. IPHYX - Performance Comparison
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IRGJX vs. IPHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRGJX Voya Russell Mid Cap Growth Index Portfolio | -9.66% | 8.53% | 21.54% | 25.34% | -26.82% | 12.16% | 34.60% | 34.39% | -5.13% | 24.67% |
IPHYX Voya High Yield Portfolio | -1.94% | 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, IRGJX achieves a -9.66% return, which is significantly lower than IPHYX's -1.94% return. Over the past 10 years, IRGJX has outperformed IPHYX with an annualized return of 10.77%, while IPHYX has yielded a comparatively lower 4.53% annualized return.
IRGJX
- 1D
- -1.09%
- 1M
- -9.54%
- YTD
- -9.66%
- 6M
- -13.08%
- 1Y
- 5.65%
- 3Y*
- 11.07%
- 5Y*
- 4.29%
- 10Y*
- 10.77%
IPHYX
- 1D
- 0.12%
- 1M
- -2.49%
- YTD
- -1.94%
- 6M
- -0.81%
- 1Y
- 3.74%
- 3Y*
- 6.26%
- 5Y*
- 2.35%
- 10Y*
- 4.53%
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IRGJX vs. IPHYX - Expense Ratio Comparison
IRGJX has a 0.40% expense ratio, which is lower than IPHYX's 0.73% expense ratio.
Return for Risk
IRGJX vs. IPHYX — Risk / Return Rank
IRGJX
IPHYX
IRGJX vs. IPHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Mid Cap Growth Index Portfolio (IRGJX) 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.
| IRGJX | IPHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 1.09 | -0.89 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.54 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.24 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.40 | 1.03 | -1.44 |
Martin ratioReturn relative to average drawdown | -1.27 | 4.60 | -5.87 |
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
| IRGJX | IPHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 1.09 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.47 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.84 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.01 | -0.38 |
Correlation
The correlation between IRGJX and IPHYX is 0.40, 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
IRGJX vs. IPHYX - Dividend Comparison
IRGJX's dividend yield for the trailing twelve months is around 15.81%, more than IPHYX's 3.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRGJX Voya Russell Mid Cap Growth Index Portfolio | 15.81% | 14.29% | 0.35% | 0.42% | 12.03% | 3.55% | 5.50% | 10.03% | 13.76% | 0.83% | 0.96% | 0.91% |
IPHYX Voya High Yield Portfolio | 3.98% | 4.47% | 5.90% | 5.68% | 4.36% | 4.26% | 5.03% | 5.14% | 6.03% | 6.82% | 6.44% | 6.32% |
Drawdowns
IRGJX vs. IPHYX - Drawdown Comparison
The maximum IRGJX drawdown since its inception was -38.65%, which is greater than IPHYX's maximum drawdown of -32.43%. Use the drawdown chart below to compare losses from any high point for IRGJX and IPHYX.
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Drawdown Indicators
| IRGJX | IPHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.65% | -32.43% | -6.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -3.00% | -11.85% |
Max Drawdown (5Y)Largest decline over 5 years | -38.65% | -17.18% | -21.47% |
Max Drawdown (10Y)Largest decline over 10 years | -38.65% | -20.45% | -18.20% |
Current DrawdownCurrent decline from peak | -14.85% | -2.51% | -12.34% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -2.81% | -4.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.08% | 0.76% | +7.32% |
Volatility
IRGJX vs. IPHYX - Volatility Comparison
Voya Russell Mid Cap Growth Index Portfolio (IRGJX) has a higher volatility of 5.63% compared to Voya High Yield Portfolio (IPHYX) at 1.36%. This indicates that IRGJX'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
| IRGJX | IPHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 1.36% | +4.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 2.23% | +10.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.87% | 4.19% | +20.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.09% | 5.16% | +17.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.01% | 5.50% | +16.51% |