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Nasdaq - Delayed Quote USD

Voya SmallCap Opportunities Port I (IVSOX)

20.26
+0.15
+(0.75%)
As of 8:06:15 AM EDT. Market Open.

Fund Summary

The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stock of smaller, lesser-known U.S. companies. The Sub-Adviser defines smaller companies as those with market capitalizations that fall within the range of companies in the Russell 2000® Growth Index at the time of purchase. It may at times invest a significant portion of its assets (greater than 25%) in specific sectors of the economy, such as in the technology and health care sectors, respectively.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.07%
Worst 1Y Total Return --
Number of Years Up 24
Number of Years Down 6

Performance & Risk

YTD Return -13.16%
5y Average Return 8.99%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
IVSOXCategory AverageIVSOXCategory AverageIVSOXCategory Average
Alpha -6.18 -0.02 -6.9 0.01 -7.53 -0.02
BETA 1.18 0.01 1.13 0.01 1.2 0.01
Mean Annual Return 0.42 0.02 1.14 0.02 0.64 0.01
R-squared 79.97 0.78 75.55 0.73 79.53 0.73
Standard Deviation 22.74 0.26 22 0.21 20.66 0.19
Sharpe Ratio 0.02 0.01 0.5 0.01 0.28 0.01
Treynor Ratio -1.76 0.15 8.15 0.17 3.1 0.11

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