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Nasdaq - Delayed Quote USD

Voya Large Cap Value Port S2 (IPETX)

5.79
+0.36
+(6.63%)
At close: 8:01:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.05%
5y Average Return 14.64%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 8, 2025) 26.44%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 26.44%
Worst 3Y Total Return 5.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IPETX
Category
YTD
3.18%
4.44%
1-Month
-3.14%
-4.04%
3-Month
3.18%
4.09%
1-Year
9.64%
14.37%
3-Year
8.89%
6.04%
5-Year
19.20%
9.20%
10-Year
9.36%
8.57%
Last Bull Market
18.08%
22.97%
Last Bear Market
-10.33%
-11.27%

Annual Total Return (%) History

Year
IPETX
Category
2025
--
--
2024
16.73%
--
2023
13.24%
11.63%
2022
-3.69%
-5.90%
2021
26.44%
26.22%
2020
5.86%
2.91%
2019
24.63%
25.04%
2018
-8.12%
-8.53%

2017
13.10%
15.94%
2016
13.40%
14.81%
2015
-4.82%
-4.05%
2014
9.67%
10.21%
2013
--
31.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.18% -- -- --
2024 9.85% -0.83% 7.66% -0.47%
2023 2.62% 2.55% -2.44% 10.31%
2022 1.74% -10.33% -6.57% 12.99%
2021 11.71% 5.40% -0.01% 7.39%
2020 -26.95% 16.57% 4.26% 19.23%
2019 10.89% 4.27% 1.30% 6.41%
2018 -2.43% 1.01% 5.15% -11.34%
2017 4.81% 1.29% 1.94% 4.51%
2016 -1.27% 4.51% 2.23% 7.51%

2015 0.49% -0.40% -9.83% 5.47%
2014 2.05% 4.11% 0.12% 3.10%
2013 9.26% -- -- --

Rank in Category (By Total Return)

YTD 22
1-Month 59
3-Month 22
1-Year 18
3-Year 15
5-Year 13

Load Adjusted Returns

1-Year 9.64%
3-Year 8.89%
5-Year 19.20%
10-Year 9.36%

Performance & Risk

YTD Return -9.05%
5y Average Return 14.64%
Rank in Category (ytd) 22
% 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 3.18%
Yield 1.47%
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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