IPMSX Performance — Voya Index Plus Midcap Portfolio, Class S
Data updated: 2026-08-24
IPMSX returned +17.42% year to date and +26.04% over one year to Jun 2026. Annualised returns are +16.02% over 3 years and +9.33% over 5 years. The fund beat its US Mid-Cap Blend category average: $100 invested three years ago grew to $156, against $150 for the category, and to $126 over one year, against $122. Volatility over the past three years was 15.80% a year. In the 12 months to Jun 2026 the fund lost a net $63.0M, and assets reached $836.69M.
IPMSX Growth of $100
What $100 invested in Voya Index Plus Midcap Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | IPMSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $126 | $122 |
| 3 years (Jul 2023 – Jun 2026) | $156 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $156 | $147 |
| Since data start (Jul 2019 – Jun 2026) | $226 | $208 |
IPMSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.42% |
| 1 year | +26.04% |
| 3 years (annualised) | +16.02% |
| 5 years (annualised) | +9.33% |
IPMSX Annual Returns
Calendar-year total returns of Voya Index Plus Midcap Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +17.42% |
| 2025 | +7.89% |
| 2024 | +14.92% |
| 2023 | +17.19% |
| 2022 | −14.52% |
| 2021 | +27.49% |
| 2020 | +21.51% |
| 2019 (Jul–Dec) | +0.08% |
IPMSX 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 | +3.2% | +3.9% | −4.5% | +7.6% | +3.1% | +3.4% | — | — | — | — | — | — |
| 2025 | +4.2% | −4.4% | −6.0% | −1.8% | +6.1% | +3.2% | +0.7% | +3.5% | +1.0% | −0.4% | +2.5% | −0.2% |
| 2024 | −1.2% | +5.6% | +5.9% | −6.0% | +3.9% | −1.7% | +6.0% | +0.1% | +1.2% | −0.6% | +8.9% | −6.9% |
| 2023 | +9.1% | −1.6% | −3.5% | −1.0% | −2.8% | +9.6% | +3.9% | −2.8% | −5.1% | −5.5% | +8.9% | +8.8% |
| 2022 | −6.7% | +0.2% | +1.1% | −6.5% | +0.7% | −10.0% | +10.9% | −3.6% | −10.0% | +10.8% | +6.2% | −5.5% |
| 2021 | +0.9% | +6.5% | +5.5% | +5.1% | +1.3% | −1.4% | +1.5% | +2.3% | −4.4% | +5.6% | −3.1% | +5.5% |
| 2020 | 0.0% | −0.1% | −0.2% | +0.1% | +0.1% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +14.1% | +6.5% |
| 2019 | — | — | — | — | — | — | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
IPMSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 15.80%
- 3-year Sharpe ratio: 0.73 (vs 4.5% risk-free rate)
- Best month: +8.94% (Nov 2024)
- Worst month: −6.86% (Dec 2024)
IPMSX Fund Flows
Monthly money in and out of Voya Index Plus Midcap Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$63.0M
- 12-month gross sales (incl. reinvestments): $58.8M
- Sales ÷ redemptions: 0.48×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $347K | $5.2M | −$4.9M |
| May 2026 | $51.3M | $6.0M | $45.3M |
| Apr 2026 | $92K | $5.3M | −$5.2M |
| Mar 2026 | $2.5M | $7.0M | −$4.6M |
| Feb 2026 | $591K | $8.2M | −$7.6M |
| Jan 2026 | $2.1M | $6.1M | −$4.0M |
| Dec 2025 | $576K | $7.5M | −$7.0M |
| Nov 2025 | $209K | $5.6M | −$5.4M |
| Oct 2025 | $223K | $9.0M | −$8.7M |
| Sep 2025 | $353K | $45.6M | −$45.2M |
| Aug 2025 | $329K | $7.8M | −$7.5M |
| Jul 2025 | $245K | $8.5M | −$8.3M |
IPMSX Assets Under Management
Net assets of Voya Index Plus Midcap Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $836.69M |
| 2026-03-31 | $744.07M |
| 2025-12-31 | $741.08M |
| 2025-09-30 | $747.29M |
| 2025-06-30 | $768.29M |
| 2025-03-31 | $735.96M |
| 2024-12-31 | $504.94M |
| 2024-09-30 | $512.49M |
| 2024-06-30 | $488.58M |
| 2024-03-31 | $522.99M |
| 2023-12-31 | $486.98M |
| 2023-09-30 | $446.13M |
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.