It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
IPMIX: VOYA INDEX PLUS MIDCAP PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 22.42 0.45(1.97%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 12/29/1997 |
| Last Dividend Date: | 05/08/2025 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.85% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/29/1997 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 5.8 | 16.8 | 14.3 | 1.8 | 7.0 | 8.2 | 7.1 | 7.2 | 8.3 | 15.2 | 17.5 | -33.3 | 27.3 | 8.2 | 26.6 | -14.3 | 13.7 | 18.1 | -1.7 | 9.6 | 34.5 | 17.7 | -1.2 | 22.1 | 31.7 | -37.3 | 5.5 | 1.7 | 3.4 | 16.6 | 32.4 | -12.1 | -7.5 | 18.3 | 2.1 | 18.7 | 2.8 |
| Sharpe Ratio | NA | 0.72 | 0.92 | 0.67 | -0.03 | 0.23 | NA | NA | 0.23 | 0.26 | 0.73 | 0.79 | -0.97 | 1.52 | 0.19 | 1.68 | -0.96 | 1.32 | 1.13 | -0.11 | 0.71 | 2.62 | 1.17 | -0.04 | 1.05 | 0.99 | -0.88 | 0.14 | -0.11 | 0.08 | 1.17 | 2.0 | -0.55 | -0.47 | 0.22 | -0.06 | 0.71 | 273.12 |
| Draw Down(%) | NA | 10.4 | 10.4 | 24.0 | 41.2 | 43.8 | NA | NA | 57.5 | 22.3 | 8.1 | 14.6 | 40.6 | 8.3 | 43.8 | 9.4 | 24.1 | 6.1 | 12.1 | 12.2 | 10.6 | 6.5 | 11.5 | 26.0 | 18.4 | 28.2 | 53.2 | 13.2 | 15.7 | 9.6 | 10.1 | 13.0 | 29.9 | 27.1 | 34.2 | 15.5 | 24.7 | 0.0 |
| Standard Deviation(%) | NA | 19.5 | 16.4 | 18.3 | 22.8 | 23.0 | NA | NA | 24.8 | 21.0 | 15.9 | 17.7 | 35.9 | 17.9 | 42.5 | 15.0 | 16.5 | 9.9 | 15.9 | 15.6 | 13.4 | 13.2 | 15.2 | 28.6 | 20.9 | 32.0 | 43.3 | 16.4 | 15.5 | 14.0 | 13.4 | 15.9 | 23.9 | 21.2 | 63.5 | 20.3 | 21.4 | 10.9 |
| Treynor Ratio | NA | 0.12 | 0.13 | 0.11 | -0.01 | 0.05 | NA | NA | 0.06 | 0.05 | 0.1 | 0.13 | -0.35 | 0.25 | 0.07 | 0.22 | -0.16 | 0.11 | 0.18 | -0.02 | 0.09 | 0.34 | 0.18 | -0.01 | 0.23 | 0.32 | -0.4 | 0.02 | -0.02 | 0.01 | 0.15 | 0.33 | -0.14 | -0.12 | 0.18 | -0.01 | 0.16 | 0.0 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | -0.02 | -0.02 | NA | NA | 0.0 | -0.02 | -0.01 | 0.0 | -0.07 | 0.0 | -0.04 | -0.02 | -0.02 | -0.03 | 0.02 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | -0.02 | 0.02 | 0.0 | -0.05 | -0.04 | -0.01 | 0.0 | 0.01 | -0.02 | 0.11 | -0.02 | 0.03 | NA |
| Beta | NA | 1.16 | 1.16 | 1.17 | 1.07 | 1.09 | NA | NA | 0.99 | 1.15 | 1.2 | 1.11 | 0.98 | 1.11 | 1.12 | 1.12 | 0.98 | 1.18 | 1.02 | 0.79 | 1.03 | 1.03 | 1.0 | 1.05 | 0.96 | 0.97 | 0.96 | 0.96 | 1.08 | 0.97 | 1.04 | 0.97 | 0.95 | 0.87 | 0.8 | 0.92 | 0.96 | NA |
| RSquared | NA | 0.69 | 0.77 | 0.89 | 0.72 | 0.83 | NA | NA | 0.68 | 0.93 | 0.9 | 0.91 | 0.55 | 0.85 | 0.95 | 0.91 | 0.94 | 0.88 | 0.95 | 0.59 | 0.93 | 0.95 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.94 | 0.76 | 0.72 | 0.96 | 0.98 | 1.0 | 0.88 | 0.12 | 0.62 | 0.76 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 4.9 | 2.9 | 5.4 | 7.5 | 6.3 | N/A | 7.6 | 4.6 | 5.2 | 0.8 | 1.0 | 1.3 | 12.4 | 12.4 | 7.9 | 11.2 | 14.7 | 5.1 | 1.3 | 1.0 | 0.8 | 1.3 | 1.8 | 12.4 | 8.4 | 0.6 | 0.5 | 0.4 | 0.5 | 0.3 | 0.2 | 0.0 | 0.5 | 0.7 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | -100.0 | 89.2 | -50.1 | -8.3 | N/A | N/A | N/A | 81.9 | -1.7 | 338.5 | -3.8 | -14.5 | -88.3 | -25.4 | 63.7 | -23.3 | -36.9 | 202.5 | 414.7 | 55.7 | 17.3 | -25.3 | -9.6 | -91.6 | 39.7 | 1280.2 | 36.5 | 26.9 | 15.5 | 23.4 | 38.2 | 1033.3 | -94.8 | -21.6 | 825.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
Latest Articles Related to IPMIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
