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Voya Large Cap Value Port S (IPESX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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5.95+0.01 (+0.17%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.97%
5-Year Average Return11.21%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)30.66%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return30.66%
Worst 3-Yr Total Return5.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIPESXCategory
YTD8.97%4.44%
1-Month-0.83%-4.04%
3-Month-0.83%4.09%
1-Year17.30%14.37%
3-Year8.59%6.04%
5-Year11.53%9.20%
10-Year8.80%8.57%
Last Bull Market23.71%22.97%
Last Bear Market-10.34%-11.27%

Annual Total Return (%) History

Year
IPESXCategory
2024
N/AN/A
2023
13.28%11.63%
2022
-3.48%-5.90%
2021
26.67%26.22%
2020
5.97%2.91%
2019
24.78%25.04%
2018
-8.00%-8.53%
2017
13.23%15.94%
2016
13.58%14.81%
2015
-4.66%-4.05%
2014
9.71%10.21%
2013
30.66%31.21%
2012
14.35%14.57%
2011
3.28%-0.75%
2010
19.22%13.66%
2009
12.38%24.13%
2008
-30.34%-37.09%
2007
N/A1.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.89%-0.83%N/AN/A
20232.62%2.55%-2.45%10.34%
20221.74%-10.34%-6.51%13.18%
202111.82%5.41%0.07%7.40%
2020-26.91%16.59%4.37%19.15%
201910.90%4.27%1.30%6.52%
2018-2.44%1.09%5.16%-11.30%
20174.81%1.37%1.94%4.55%
2016-1.27%4.60%2.23%7.58%
20150.49%-0.32%-9.73%5.45%
20142.05%4.10%0.12%3.15%
201310.28%4.17%4.11%9.25%
201210.13%-3.66%7.77%0.00%
20115.62%-1.18%-12.40%12.97%
20105.65%-7.13%10.13%10.33%
2009-15.15%9.98%13.09%6.48%
2008-6.21%-1.28%-5.06%-20.75%
20070.20%-6.04%N/AN/A

Rank In Category (By Total Return)

YTD26
1-Month62
3-Month33
1-Year29
3-Year17
5-Year23

Load Adjusted Returns

1-Year17.30%
3-Year8.59%
5-Year11.53%
10-Year8.80%