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Nasdaq - Delayed Quote USD

Voya Large Cap Value Port S (IPESX)

5.91
-0.26
(-4.21%)
At close: 8:01:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.70%
5y Average Return 19.91%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 2, 2025) 30.66%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 30.66%
Worst 3Y Total Return 5.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IPESX
Category
YTD
6.55%
4.44%
1-Month
1.60%
-4.04%
3-Month
-0.59%
4.09%
1-Year
18.68%
14.37%
3-Year
11.22%
6.04%
5-Year
15.52%
9.20%
10-Year
9.71%
8.57%
Last Bull Market
18.15%
22.97%
Last Bear Market
-10.34%
-11.27%

Annual Total Return (%) History

Year
IPESX
Category
2025
--
--
2024
16.89%
--
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
--
1.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.19% -- -- --
2024 9.89% -0.83% 7.68% -0.39%
2023 2.62% 2.55% -2.45% 10.34%
2022 1.74% -10.34% -6.51% 13.18%
2021 11.82% 5.41% 0.07% 7.40%
2020 -26.91% 16.59% 4.37% 19.15%
2019 10.90% 4.27% 1.30% 6.52%
2018 -2.44% 1.09% 5.16% -11.30%
2017 4.81% 1.37% 1.94% 4.55%
2016 -1.27% 4.60% 2.23% 7.58%

2015 0.49% -0.32% -9.73% 5.45%
2014 2.05% 4.10% 0.12% 3.15%
2013 10.28% 4.17% 4.11% 9.25%
2012 10.13% -3.66% 7.77% 0.00%
2011 5.62% -1.18% -12.40% 12.97%
2010 5.65% -7.13% 10.13% 10.33%
2009 -15.15% 9.98% 13.09% 6.48%
2008 -6.21% -1.28% -5.06% -20.75%
2007 0.20% -6.04% -- --

Rank in Category (By Total Return)

YTD 9
1-Month 20
3-Month 26
1-Year 15
3-Year 12
5-Year 13

Load Adjusted Returns

1-Year 18.68%
3-Year 11.22%
5-Year 15.52%
10-Year 9.71%

Performance & Risk

YTD Return 3.70%
5y Average Return 19.91%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Voya
Net Assets 551.28M
YTD Return 6.55%
Yield 1.51%
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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