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IRVIX vs. IPIRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IRVIX vs. IPIRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Voya Russell Large Cap Value Index Portfolio (IRVIX) and Voya Global Perspectives Portfolio (IPIRX). The values are adjusted to include any dividend payments, if applicable.

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IRVIX vs. IPIRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IRVIX
Voya Russell Large Cap Value Index Portfolio
-0.72%18.08%14.99%10.26%-5.48%22.95%1.38%25.75%-6.61%13.47%
IPIRX
Voya Global Perspectives Portfolio
-3.05%14.21%7.31%10.65%-17.52%6.06%16.10%18.35%-9.87%15.00%

Returns By Period

In the year-to-date period, IRVIX achieves a -0.72% return, which is significantly higher than IPIRX's -3.05% return. Over the past 10 years, IRVIX has outperformed IPIRX with an annualized return of 10.33%, while IPIRX has yielded a comparatively lower 5.44% annualized return.


IRVIX

1D
-0.18%
1M
-6.61%
YTD
-0.72%
6M
4.06%
1Y
12.37%
3Y*
13.83%
5Y*
9.41%
10Y*
10.33%

IPIRX

1D
-1.07%
1M
-7.88%
YTD
-3.05%
6M
-1.28%
1Y
10.48%
3Y*
7.95%
5Y*
2.82%
10Y*
5.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IRVIX vs. IPIRX - Expense Ratio Comparison

IRVIX has a 0.35% expense ratio, which is higher than IPIRX's 0.20% expense ratio.


Return for Risk

IRVIX vs. IPIRX — Risk / Return Rank

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

IRVIX
IRVIX Risk / Return Rank: 3838
Overall Rank
IRVIX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
IRVIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
IRVIX Omega Ratio Rank: 4646
Omega Ratio Rank
IRVIX Calmar Ratio Rank: 2424
Calmar Ratio Rank
IRVIX Martin Ratio Rank: 2626
Martin Ratio Rank

IPIRX
IPIRX Risk / Return Rank: 4747
Overall Rank
IPIRX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
IPIRX Sortino Ratio Rank: 5555
Sortino Ratio Rank
IPIRX Omega Ratio Rank: 5050
Omega Ratio Rank
IPIRX Calmar Ratio Rank: 3535
Calmar Ratio Rank
IPIRX Martin Ratio Rank: 4242
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.

IRVIX vs. IPIRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Voya Russell Large Cap Value Index Portfolio (IRVIX) and Voya Global Perspectives Portfolio (IPIRX). 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.


IRVIXIPIRXDifference

Sharpe ratio

Return per unit of total volatility

0.88

1.02

-0.14

Sortino ratio

Return per unit of downside risk

1.39

1.52

-0.12

Omega ratio

Gain probability vs. loss probability

1.19

1.21

-0.02

Calmar ratio

Return relative to maximum drawdown

0.70

0.98

-0.28

Martin ratio

Return relative to average drawdown

2.83

4.41

-1.59

IRVIX vs. IPIRX - Sharpe Ratio Comparison

The current IRVIX Sharpe Ratio is 0.88, which is comparable to the IPIRX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of IRVIX and IPIRX, 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


IRVIXIPIRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.88

1.02

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.27

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.57

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.52

+0.15

Correlation

The correlation between IRVIX and IPIRX is 0.76, 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

IRVIX vs. IPIRX - Dividend Comparison

IRVIX's dividend yield for the trailing twelve months is around 30.10%, more than IPIRX's 5.82% yield.


TTM20252024202320222021202020192018201720162015
IRVIX
Voya Russell Large Cap Value Index Portfolio
30.10%29.89%3.60%2.01%1.36%1.94%3.78%5.91%6.32%1.94%2.90%3.11%
IPIRX
Voya Global Perspectives Portfolio
5.82%5.64%3.25%14.65%13.55%6.34%6.25%7.80%1.30%2.78%2.78%7.16%

Drawdowns

IRVIX vs. IPIRX - Drawdown Comparison

The maximum IRVIX drawdown since its inception was -35.67%, which is greater than IPIRX's maximum drawdown of -24.97%. Use the drawdown chart below to compare losses from any high point for IRVIX and IPIRX.


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Drawdown Indicators


IRVIXIPIRXDifference

Max Drawdown

Largest peak-to-trough decline

-35.67%

-24.97%

-10.70%

Max Drawdown (1Y)

Largest decline over 1 year

-11.04%

-7.88%

-3.16%

Max Drawdown (5Y)

Largest decline over 5 years

-18.37%

-24.97%

+6.60%

Max Drawdown (10Y)

Largest decline over 10 years

-35.67%

-24.97%

-10.70%

Current Drawdown

Current decline from peak

-6.64%

-7.88%

+1.24%

Average Drawdown

Average peak-to-trough decline

-3.86%

-4.89%

+1.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

1.99%

+1.31%

Volatility

IRVIX vs. IPIRX - Volatility Comparison

Voya Russell Large Cap Value Index Portfolio (IRVIX) and Voya Global Perspectives Portfolio (IPIRX) have volatilities of 3.31% and 3.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IRVIXIPIRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.31%

3.44%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

7.51%

6.50%

+1.01%

Volatility (1Y)

Calculated over the trailing 1-year period

16.09%

11.05%

+5.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.14%

10.73%

+3.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.81%

9.69%

+7.12%