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Voya Index Plus SmallCap Port I (IPSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.68+0.05 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.33%
5-year average return8.39%
Number of years up18
Number of years down8
Best 1-yr total return (20 Jun 2024)42.70%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return42.70%
Worst 3-yr total return3.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPSIXCategory
YTD2.34%20.19%
1-month4.10%0.02%
3-month2.25%4.36%
1-year23.50%60.18%
3-year2.74%11.32%
5-year10.35%13.88%
10-year8.13%11.19%
Last bull market26.72%27.98%
Last bear market-13.62%-24.08%

Annual total return (%) history

Year
IPSIXCategory
2024
N/AN/A
2023
18.21%N/A
2022
-14.00%N/A
2021
28.45%N/A
2020
5.39%10.99%
2019
21.81%23.75%
2018
-12.40%-12.72%
2017
9.91%12.28%
2016
27.32%20.78%
2015
-3.21%-5.38%
2014
5.44%3.79%
2013
42.70%37.39%
2012
12.38%15.46%
2011
-0.74%-4.07%
2010
22.84%25.61%
2009
24.85%31.80%
2008
-33.58%-36.56%
2007
-6.22%-1.10%
2006
13.82%15.03%
2005
7.62%6.75%
2004
22.07%18.94%
2003
36.15%43.41%
2002
-13.21%-16.22%
2001
2.41%8.92%
2000
9.82%11.89%
1999
10.78%19.95%
1998
-1.36%-3.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.92%N/AN/AN/A
20232.31%4.86%-3.61%14.32%
2022-4.99%-13.62%-4.99%10.28%
202117.77%4.55%-2.03%6.48%
2020-34.82%21.39%2.80%29.56%
201911.30%1.36%-0.67%8.71%
20180.52%6.41%2.86%-20.38%
20171.60%0.59%4.26%3.16%
20163.91%3.04%6.94%11.20%
20153.58%0.25%-9.50%3.00%
20140.73%1.66%-6.16%9.73%
201312.21%4.14%11.23%9.79%
201210.47%-4.25%4.19%1.98%
20117.68%-0.90%-20.48%16.98%
20108.07%-9.45%8.39%15.82%
2009-16.26%19.97%17.91%5.40%
2008-9.61%0.35%-1.79%-25.44%
20072.56%3.84%-4.93%-7.38%
200613.01%-4.66%-1.47%7.21%
2005-1.89%3.79%4.86%0.79%
20046.21%3.20%-1.54%13.11%
2003-5.43%18.38%6.59%14.09%
20026.55%-5.66%-17.64%4.85%
2001-7.77%11.04%-14.83%17.41%
20002.66%0.36%3.56%2.92%
1999-8.42%13.40%-4.10%11.24%
19989.69%-4.72%-19.74%17.60%

Rank in category (by total return)

YTD69
1-month77
3-month47
1-year35
3-year33
5-year45

Load adjusted returns

1-year23.50%
3-year2.74%
5-year10.35%
10-year8.13%