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Voya Large Cap Value Port S (IPESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.95-0.05 (-0.83%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.97%
5-year average return11.64%
Number of years up12
Number of years down4
Best 1-yr total return (24 Jun 2024)30.66%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return30.66%
Worst 3-yr total return5.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPESXCategory
YTD9.89%4.44%
1-month3.63%-4.04%
3-month4.71%4.09%
1-year26.01%14.37%
3-year8.33%6.04%
5-year13.07%9.20%
10-year9.18%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%N/AN/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)

YTD18
1-month26
3-month32
1-year24
3-year17
5-year24

Load adjusted returns

1-year26.01%
3-year8.33%
5-year13.07%
10-year9.18%