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Voya MidCap Opportunities Port S (ISMOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.7500+0.0200 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.08%
5-year average return10.07%
Number of years up17
Number of years down5
Best 1-yr total return (30 Jun 2024)41.04%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return41.04%
Worst 3-yr total return1.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnISMOXCategory
YTD4.52%10.80%
1-month0.82%4.43%
3-month-3.65%7.00%
1-year20.52%48.17%
3-year1.24%21.26%
5-year11.21%20.18%
10-year10.17%14.07%
Last bull market27.96%27.14%
Last bear market-20.83%-21.26%

Annual total return (%) history

Year
ISMOXCategory
2024
N/AN/A
2023
23.34%N/A
2022
-25.20%N/A
2021
11.83%N/A
2020
40.76%39.26%
2019
29.06%32.52%
2018
-7.70%-6.65%
2017
24.77%23.91%
2016
7.01%6.03%
2015
0.25%-0.95%
2014
8.56%7.00%
2013
31.68%34.93%
2012
13.92%14.07%
2011
-0.79%-3.96%
2010
29.96%24.61%
2009
41.04%39.11%
2008
-37.72%-43.77%
2007
25.47%15.09%
2006
7.62%9.00%
2005
10.16%9.84%
2004
11.13%13.23%
2003
36.69%35.96%
2002
-25.99%-27.24%
2001
N/A-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.89%-3.86%N/AN/A
20236.62%8.50%-4.52%11.67%
2022-11.96%-20.83%2.45%4.74%
20210.18%9.74%1.97%-0.24%
2020-17.25%26.01%12.03%20.49%
201914.90%5.42%-0.72%7.33%
20182.03%1.21%7.22%-16.64%
20178.70%3.61%2.89%7.66%
20160.81%2.57%3.75%-0.26%
20155.18%-1.49%-7.44%4.53%
2014-0.43%2.50%-0.49%6.89%
201310.74%1.94%9.49%6.53%
201214.60%-5.39%4.84%0.21%
20118.12%1.86%-19.02%11.25%
20106.77%-7.17%15.28%13.74%
2009-4.61%16.17%17.65%8.18%
2008-9.01%3.05%-13.31%-23.39%
20073.98%10.51%5.84%3.17%
200611.10%-5.78%-2.43%5.37%
2005-1.47%1.49%6.33%3.60%
20043.93%0.79%-6.56%13.55%
20030.45%16.70%4.39%11.70%
2002-0.83%-12.85%-14.75%0.45%
2001-28.07%22.76%N/AN/A

Rank in category (by total return)

YTD45
1-month84
3-month79
1-year42
3-year34
5-year29

Load adjusted returns

1-year20.52%
3-year1.24%
5-year11.21%
10-year10.17%