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Voya Global Perspectives Port S (IPSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.66+0.02 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.61%
5-year average return3.74%
Number of years up7
Number of years down3
Best 1-yr total return (20 Jun 2024)18.07%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return18.07%
Worst 3-yr total return-1.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPSRXCategory
YTD2.02%8.60%
1-month2.75%0.11%
3-month1.18%4.82%
1-year8.90%25.33%
3-year-1.70%8.02%
5-year4.41%8.06%
10-year3.90%6.03%
Last bull market14.40%13.54%
Last bear market-12.15%-13.20%

Annual total return (%) history

Year
IPSRXCategory
2024
N/AN/A
2023
10.27%N/A
2022
-17.66%N/A
2021
5.84%N/A
2020
15.79%6.18%
2019
18.07%16.10%
2018
-7.47%-8.26%
2017
14.71%14.79%
2016
6.55%6.04%
2015
-3.70%-4.15%
2014
3.90%1.54%
2013
N/A10.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.85%N/AN/AN/A
20234.45%0.66%-3.83%9.07%
2022-6.62%-12.15%-6.15%6.95%
20210.08%4.12%-1.12%2.72%
2020-9.84%15.18%3.51%7.73%
20199.20%2.87%0.13%4.98%
2018-0.70%-0.35%1.56%-7.93%
20174.47%2.79%3.19%3.52%
20162.93%2.16%2.81%-1.44%
20152.65%-1.07%-5.55%0.41%
20141.33%3.65%-2.70%1.67%
20134.95%3.64%N/AN/A

Rank in category (by total return)

YTD89
1-month75
3-month94
1-year85
3-year90
5-year80

Load adjusted returns

1-year8.90%
3-year-1.70%
5-year4.41%
10-year3.90%