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IVCSX: VOYA SMALL COMPANY PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 15.02 0.45(2.91%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/30/1996 |
| Last Dividend Date: | 05/08/2025 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.36% |
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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 12/30/1996 |
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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 2.3 | 15.8 | 11.5 | -2.7 | 4.3 | 6.5 | 4.5 | 5.6 | 8.9 | 10.6 | 18.0 | -39.4 | 14.3 | 9.8 | 25.6 | -15.8 | 11.4 | 24.5 | -0.7 | 6.5 | 37.5 | 14.5 | -2.5 | 24.4 | 26.7 | -40.2 | -9.7 | 0.7 | 8.7 | 14.4 | 37.5 | -23.2 | 0.8 | 0.9 | 29.7 | 0.8 | 26.6 | 0.1 |
| Sharpe Ratio | NA | 0.47 | 0.91 | 0.51 | -0.18 | 0.12 | NA | NA | 0.18 | 0.27 | 0.35 | 0.73 | -0.98 | 0.68 | 0.22 | 1.59 | -0.99 | 0.95 | 1.39 | -0.05 | 0.46 | 2.82 | 0.91 | -0.08 | 1.12 | 0.82 | -0.95 | -0.56 | -0.13 | 0.43 | 0.82 | 1.98 | -1.04 | -0.08 | -0.12 | 1.9 | -0.14 | 1.56 | NA |
| Draw Down(%) | NA | 12.5 | 12.5 | 24.1 | 48.2 | 48.2 | NA | NA | 66.1 | 22.6 | 8.5 | 17.0 | 46.8 | 10.6 | 43.2 | 9.5 | 26.4 | 6.9 | 14.0 | 12.9 | 11.5 | 5.4 | 11.8 | 27.3 | 17.8 | 31.2 | 52.6 | 17.8 | 23.4 | 10.2 | 16.3 | 13.3 | 33.7 | 21.5 | 35.4 | 11.1 | 36.6 | 12.3 | 0.0 |
| Standard Deviation(%) | NA | 21.7 | 19.0 | 20.9 | 26.2 | 25.2 | NA | NA | 23.4 | 22.6 | 19.6 | 19.9 | 41.7 | 21.1 | 43.4 | 15.1 | 17.5 | 11.3 | 17.5 | 15.8 | 14.0 | 13.3 | 15.9 | 30.7 | 21.7 | 32.4 | 43.3 | 23.2 | 22.1 | 15.0 | 16.3 | 18.6 | 23.4 | 19.9 | 29.0 | 13.9 | 19.2 | 14.6 | 0.0 |
| Treynor Ratio | NA | 0.1 | 0.16 | 0.1 | -0.05 | 0.03 | NA | NA | 0.04 | 0.06 | 0.06 | 0.14 | -0.43 | 0.13 | 0.09 | 0.24 | -0.17 | 0.1 | 0.24 | -0.01 | 0.07 | 0.39 | 0.15 | -0.03 | 0.27 | 0.29 | -0.45 | -0.14 | -0.03 | 0.06 | 0.13 | 0.36 | -0.27 | -0.02 | -0.04 | 0.44 | -0.03 | 0.3 | 0.0 |
| Alpha | NA | -0.08 | -0.04 | -0.02 | -0.03 | -0.02 | NA | NA | -0.01 | 0.0 | -0.02 | 0.0 | -0.11 | -0.02 | -0.03 | -0.01 | -0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.04 | -0.04 | -0.05 | 0.0 | -0.02 | -0.03 | -0.03 | -0.01 | 0.01 | 0.07 | 0.03 | 0.04 | NA |
| Beta | NA | 1.04 | 1.06 | 1.06 | 1.02 | 1.02 | NA | NA | 0.94 | 1.02 | 1.11 | 1.04 | 0.96 | 1.09 | 1.06 | 1.01 | 1.01 | 1.08 | 1.03 | 0.84 | 0.96 | 0.95 | 0.97 | 0.97 | 0.9 | 0.9 | 0.91 | 0.89 | 1.06 | 1.01 | 1.0 | 1.03 | 0.9 | 0.81 | 0.88 | 0.6 | 0.77 | 0.76 | NA |
| RSquared | NA | 0.72 | 0.82 | 0.91 | 0.7 | 0.8 | NA | NA | 0.84 | 0.96 | 0.92 | 0.95 | 0.46 | 0.94 | 0.98 | 0.97 | 0.97 | 0.94 | 0.98 | 0.66 | 0.95 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.89 | 0.54 | 0.58 | 0.95 | 0.97 | 0.96 | 0.92 | 0.91 | 0.83 | 0.51 | 0.78 | 0.57 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 7.4 | 2.8 | 6.0 | 8.1 | 5.6 | N/A | 14.7 | 4.0 | 0.5 | 0.0 | 0.2 | 0.5 | 16.2 | 15.3 | 10.9 | 10.3 | 15.0 | 11.4 | 9.5 | 4.2 | 0.4 | 0.6 | 0.0 | 0.0 | 0.2 | 0.4 | 0.2 | 0.3 | 0.3 | 0.4 | 0.7 | 0.1 | 0.5 | 0.6 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | -100.0 | 3095.7 | -64.7 | 3.6 | N/A | N/A | N/A | 297.5 | 853.2 | N/A | -100.0 | -66.3 | -96.5 | -24.5 | 39.0 | 22.3 | -42.6 | 25.6 | 44.2 | 153.2 | 966.2 | -18.4 | N/A | N/A | -100.0 | -53.9 | 187.1 | -36.7 | 25.6 | -40.0 | -37.5 | 550.0 | -75.4 | -16.7 | 160.0 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1996
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