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Nasdaq - Delayed Quote USD

Voya Large Cap Value Port I (IPEIX)

6.16
+0.38
+(6.57%)
At close: 8:01:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.99%
5y Average Return 16.08%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 9, 2025) 30.86%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 30.86%
Worst 3Y Total Return 6.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IPEIX
Category
YTD
3.15%
4.44%
1-Month
-3.11%
-4.04%
3-Month
3.15%
4.09%
1-Year
9.94%
14.37%
3-Year
9.28%
6.04%
5-Year
19.65%
9.20%
10-Year
9.78%
8.57%
Last Bull Market
18.42%
22.97%
Last Bear Market
-10.28%
-11.27%

Annual Total Return (%) History

Year
IPEIX
Category
2025
--
--
2024
17.06%
--
2023
13.73%
11.63%
2022
-3.21%
-5.90%
2021
26.99%
26.22%
2020
6.28%
2.91%
2019
25.12%
25.04%
2018
-7.81%
-8.53%

2017
13.55%
15.94%
2016
13.89%
14.81%
2015
-4.46%
-4.05%
2014
10.09%
10.21%
2013
30.86%
31.21%
2012
14.71%
14.57%
2011
3.51%
-0.75%
2010
19.37%
13.66%
2009
12.66%
24.13%
2008
-30.12%
-37.09%
2007
--
1.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.15% -- -- --
2024 9.83% -0.78% 7.71% -0.26%
2023 2.68% 2.61% -2.32% 10.51%
2022 1.85% -10.28% -6.48% 13.27%
2021 11.88% 5.46% 0.07% 7.56%
2020 -26.84% 16.67% 4.40% 19.27%
2019 10.94% 4.38% 1.45% 6.50%
2018 -2.41% 1.16% 5.24% -11.27%
2017 4.83% 1.43% 2.07% 4.61%
2016 -1.17% 4.64% 2.29% 7.66%

2015 0.56% -0.32% -9.70% 5.55%
2014 2.12% 4.23% 0.20% 3.22%
2013 10.29% 4.32% 4.09% 9.27%
2012 10.29% -3.62% 7.91% 0.00%
2011 5.71% -1.17% -12.31% 13.00%
2010 5.62% -7.09% 10.33% 10.26%
2009 -15.26% 10.15% 13.22% 6.61%
2008 -5.99% -1.27% -4.93% -20.81%
2007 0.30% -5.90% -- --

Rank in Category (By Total Return)

YTD 23
1-Month 57
3-Month 23
1-Year 15
3-Year 9
5-Year 11

Load Adjusted Returns

1-Year 9.94%
3-Year 9.28%
5-Year 19.65%
10-Year 9.78%

Performance & Risk

YTD Return -2.99%
5y Average Return 16.08%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Voya
Net Assets 531.73M
YTD Return 3.15%
Yield 1.57%
Morningstar Rating
Inception Date May 11, 2007

Fund Summary

The Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of equity securities of dividend-paying, large-capitalization issuers. It will provide shareholders with at least 60 days' prior notice of any change in this investment policy. The sub-adviser ("Sub-Adviser") defines large-capitalization companies as companies with market capitalizations that fall within the collective range of companies within the Russell 1000® Value Index at the time of purchase.

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