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Voya Large Cap Value Port S2 (IPETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.98-0.01 (-0.17%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.49%
5-year average return12.12%
Number of years up7
Number of years down3
Best 1-yr total return (4 Jun 2024)26.44%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return26.44%
Worst 3-yr total return5.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPETXCategory
YTD9.85%4.44%
1-month3.61%-4.04%
3-month4.70%4.09%
1-year25.92%14.37%
3-year8.19%6.04%
5-year12.91%9.20%
10-year9.04%8.57%
Last bull market23.63%22.97%
Last bear market-10.33%-11.27%

Annual total return (%) history

Year
IPETXCategory
2024
N/AN/A
2023
13.24%11.63%
2022
-3.69%-5.90%
2021
26.44%26.22%
2020
5.86%2.91%
2019
24.63%25.04%
2018
-8.12%-8.53%
2017
13.10%15.94%
2016
13.40%14.81%
2015
-4.82%-4.05%
2014
9.67%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.85%N/AN/AN/A
20232.62%2.55%-2.44%10.31%
20221.74%-10.33%-6.57%12.99%
202111.71%5.40%-0.01%7.39%
2020-26.95%16.57%4.26%19.23%
201910.89%4.27%1.30%6.41%
2018-2.43%1.01%5.15%-11.34%
20174.81%1.29%1.94%4.51%
2016-1.27%4.51%2.23%7.51%
20150.49%-0.40%-9.83%5.47%
20142.05%4.11%0.12%3.10%
20139.26%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month26
3-month33
1-year25
3-year19
5-year25

Load adjusted returns

1-year25.92%
3-year8.19%
5-year12.91%
10-year9.04%