Singapore markets closed

Voya SmallCap Opportunities Port I (IVSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.13+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.78%
5-year average return7.51%
Number of years up23
Number of years down6
Best 1-yr total return (4 Jul 2024)39.07%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return39.07%
Worst 3-yr total return-0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVSOXCategory
YTD12.40%12.40%
1-month1.18%3.37%
3-month1.97%4.88%
1-year20.71%55.69%
3-year0.89%19.34%
5-year7.60%20.72%
10-year7.23%13.98%
Last bull market33.05%27.85%
Last bear market-18.87%-24.06%

Annual total return (%) history

Year
IVSOXCategory
2024
N/AN/A
2023
20.93%N/A
2022
-23.09%N/A
2021
4.67%N/A
2020
26.36%38.62%
2019
25.70%27.68%
2018
-15.87%-5.76%
2017
18.73%21.50%
2016
13.40%11.20%
2015
-0.91%-2.41%
2014
5.62%2.44%
2013
39.07%40.91%
2012
15.18%13.15%
2011
0.85%-3.55%
2010
32.34%26.98%
2009
31.05%35.46%
2008
-34.48%-41.55%
2007
10.07%7.59%
2006
12.57%10.81%
2005
9.10%6.02%
2004
10.16%12.41%
2003
38.72%45.54%
2002
-43.64%-27.88%
2001
-29.15%-8.91%
2000
1.08%-3.85%
1999
141.03%64.77%
1998
17.30%5.23%
1997
15.62%17.41%
1996
13.80%18.67%
1995
21.39%36.15%
1994
N/A-0.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.22%1.97%N/AN/A
20236.73%5.50%-4.24%12.15%
2022-8.99%-18.87%-1.31%5.56%
20212.95%3.48%-4.29%2.65%
2020-26.37%28.97%3.56%28.48%
201917.45%2.57%-5.26%10.14%
2018-0.49%6.65%2.90%-22.96%
20176.35%3.34%4.45%3.42%
2016-2.70%3.61%9.38%2.85%
20155.26%2.28%-12.63%5.35%
20140.55%1.91%-4.92%8.41%
201312.46%3.11%12.20%6.90%
201212.81%-3.22%4.98%0.50%
20116.25%2.12%-20.87%17.46%
20109.64%-8.22%12.86%16.54%
2009-12.88%22.83%17.82%3.94%
2008-9.14%4.51%-7.66%-25.27%
20074.71%7.41%1.11%-3.21%
200613.25%-6.57%-0.69%7.14%
2005-5.23%6.36%4.15%3.93%
20040.07%1.35%-6.35%15.98%
2003-4.61%18.92%9.78%11.40%
2002-10.91%-17.24%-22.05%-1.94%
2001-27.27%17.54%-29.37%17.34%
200014.33%-5.20%8.92%-14.37%
199914.38%17.96%13.28%57.71%
19984.58%-0.44%-8.12%22.61%
19970.19%8.70%4.13%1.95%
19960.73%2.98%2.05%7.50%
19953.02%10.44%3.40%3.19%
19944.02%-2.34%N/AN/A

Rank in category (by total return)

YTD11
1-month15
3-month9
1-year6
3-year14
5-year42

Load adjusted returns

1-year20.71%
3-year0.89%
5-year7.60%
10-year7.23%