IMORX Performance — Voya Midcap Opportunities Fund, Class R
Data updated: 2026-09-25
IMORX returned +6.95% year to date and +8.84% over one year to May 2026. Annualised returns are +13.38% over 3 years and +4.42% over 5 years. The fund trailed its US Mid-Cap Growth category average: $100 invested three years ago grew to $146, against $157 for the category, and to $109 over one year, against $119. Volatility over the past three years was 18.46% a year. In the 12 months to May 2026 the fund lost a net $71.8M, and assets reached $588.03M.
IMORX Growth of $100
What $100 invested in Voya Midcap Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | IMORX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $109 | $119 |
| 3 years (Jun 2023 – May 2026) | $146 | $157 |
| 5 years (Jun 2021 – May 2026) | $124 | $129 |
| Since data start (Sep 2019 – May 2026) | $153 | $197 |
IMORX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.95% |
| 1 year | +8.84% |
| 3 years (annualised) | +13.38% |
| 5 years (annualised) | +4.42% |
IMORX Annual Returns
Calendar-year total returns of Voya Midcap Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +6.95% |
| 2025 | +3.24% |
| 2024 | +15.04% |
| 2023 | +22.69% |
| 2022 | −25.76% |
| 2021 | +11.26% |
| 2020 | +19.11% |
| 2019 (Sep–Dec) | +0.06% |
IMORX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.2% | +0.8% | −8.3% | +8.6% | +6.8% | — | — | — | — | — | — | — |
| 2025 | +6.5% | −7.5% | −7.6% | +3.5% | +7.7% | +3.9% | +2.3% | +0.3% | +0.5% | −0.6% | −2.5% | −1.9% |
| 2024 | +0.7% | +7.8% | +1.3% | −5.9% | +1.0% | +1.0% | −2.3% | +0.6% | +3.1% | +0.9% | +13.4% | −5.9% |
| 2023 | +6.4% | −0.6% | +0.7% | −1.2% | +1.7% | +7.9% | +3.0% | −2.6% | −4.9% | −4.4% | +10.8% | +5.2% |
| 2022 | −13.0% | −1.7% | +2.9% | −10.1% | −6.0% | −6.6% | +12.4% | −1.1% | −7.9% | +6.8% | +4.9% | −6.7% |
| 2021 | −2.9% | +5.7% | −2.5% | +6.9% | −3.0% | +5.7% | +2.5% | +2.7% | −3.2% | +5.4% | −5.9% | +0.4% |
| 2020 | 0.0% | −0.1% | −0.1% | +0.1% | +0.1% | 0.0% | +0.1% | 0.0% | 0.0% | 0.0% | +11.2% | +7.0% |
| 2019 | — | — | — | — | — | — | — | — | 0.0% | 0.0% | 0.0% | 0.0% |
IMORX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 18.46%
- 3-year Sharpe ratio: 0.48 (vs 4.5% risk-free rate)
- Best month: +13.38% (Nov 2024)
- Worst month: −8.33% (Mar 2026)
IMORX Fund Flows
Monthly money in and out of Voya Midcap Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: −$71.8M
- 12-month gross sales (incl. reinvestments): $172.9M
- Sales ÷ redemptions: 0.71×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $6.2M | $55.6M | −$49.3M |
| Apr 2026 | $7.8M | $44.9M | −$37.1M |
| Mar 2026 | $8.4M | $17.2M | −$8.8M |
| Feb 2026 | $6.5M | $11.7M | −$5.2M |
| Jan 2026 | $9.7M | $24.8M | −$15.1M |
| Dec 2025 | $103.9M | $21.8M | $82.1M |
| Nov 2025 | $6.6M | $8.7M | −$2.1M |
| Oct 2025 | $4.9M | $10.9M | −$6.0M |
| Sep 2025 | $3.7M | $11.4M | −$7.7M |
| Aug 2025 | $5.4M | $12.9M | −$7.6M |
| Jul 2025 | $5.3M | $12.8M | −$7.5M |
| Jun 2025 | $4.5M | $11.9M | −$7.5M |
IMORX Assets Under Management
Net assets of Voya Midcap Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $588.03M |
| 2026-02-28 | $648.15M |
| 2025-11-30 | $690.28M |
| 2025-08-31 | $723.81M |
| 2025-05-31 | $700.43M |
| 2025-02-28 | $689.02M |
| 2024-11-30 | $766.58M |
| 2024-08-31 | $680.99M |
| 2024-05-31 | $698.87M |
| 2024-02-29 | $739.48M |
| 2023-11-30 | $674.97M |
| 2023-08-31 | $688.83M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.