IPSSX Performance — Voya Index Plus Smallcap Portfolio, Class S
Data updated: 2026-08-24
IPSSX returned +24.70% year to date and +40.03% over one year to Jun 2026. Annualised returns are +17.15% over 3 years and +9.02% over 5 years. The fund beat its US Small Blend category average: $100 invested three years ago grew to $161, against $156 for the category, and to $140 over one year, against $133. Volatility over the past three years was 19.17% a year. In the 12 months to Jun 2026 the fund lost a net $29.8M, and assets reached $425.19M.
IPSSX Growth of $100
What $100 invested in Voya Index Plus Smallcap Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | IPSSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $140 | $133 |
| 3 years (Jul 2023 – Jun 2026) | $161 | $156 |
| 5 years (Jul 2021 – Jun 2026) | $154 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $241 | $209 |
IPSSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +24.70% |
| 1 year | +40.03% |
| 3 years (annualised) | +17.15% |
| 5 years (annualised) | +9.02% |
IPSSX Annual Returns
Calendar-year total returns of Voya Index Plus Smallcap Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +24.70% |
| 2025 | +8.12% |
| 2024 | +8.38% |
| 2023 | +17.89% |
| 2022 | −14.20% |
| 2021 | +28.13% |
| 2020 | +27.07% |
| 2019 (Jul–Dec) | +0.08% |
IPSSX 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 | +4.6% | +2.1% | −3.5% | +11.1% | +1.9% | +6.9% | — | — | — | — | — | — |
| 2025 | +2.9% | −4.6% | −6.5% | −4.0% | +5.0% | +4.1% | +0.4% | +7.9% | +1.1% | −0.3% | +2.2% | +0.6% |
| 2024 | −3.4% | +3.6% | +3.7% | −5.4% | +4.1% | −2.5% | +10.4% | −2.0% | +0.9% | −3.2% | +11.5% | −7.6% |
| 2023 | +9.8% | −1.1% | −5.8% | −3.0% | −1.4% | +9.5% | +5.4% | −4.0% | −4.9% | −6.2% | +8.1% | +12.7% |
| 2022 | −6.5% | +1.4% | +0.2% | −7.1% | +2.1% | −8.9% | +10.2% | −4.2% | −10.1% | +12.7% | +4.8% | −6.7% |
| 2021 | +3.8% | +9.0% | +3.9% | +2.6% | +2.0% | −0.1% | −1.9% | +2.6% | −2.7% | +3.4% | −2.2% | +5.2% |
| 2020 | 0.0% | −0.1% | −0.2% | +0.1% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +18.1% | +7.7% |
| 2019 | — | — | — | — | — | — | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
IPSSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 19.17%
- 3-year Sharpe ratio: 0.66 (vs 4.5% risk-free rate)
- Best month: +12.72% (Dec 2023)
- Worst month: −7.62% (Dec 2024)
IPSSX Fund Flows
Monthly money in and out of Voya Index Plus Smallcap Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$29.8M
- 12-month gross sales (incl. reinvestments): $46.6M
- Sales ÷ redemptions: 0.61×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $662K | $2.4M | −$1.8M |
| May 2026 | $34.5M | $2.9M | $31.5M |
| Apr 2026 | $339K | $3.6M | −$3.3M |
| Mar 2026 | $1.4M | $4.8M | −$3.4M |
| Feb 2026 | $3.6M | $7.7M | −$4.0M |
| Jan 2026 | $2.4M | $4.3M | −$1.9M |
| Dec 2025 | $617K | $4.4M | −$3.8M |
| Nov 2025 | $172K | $2.7M | −$2.6M |
| Oct 2025 | $326K | $4.3M | −$3.9M |
| Sep 2025 | $590K | $31.1M | −$30.5M |
| Aug 2025 | $386K | $4.5M | −$4.1M |
| Jul 2025 | $1.6M | $3.6M | −$2.0M |
IPSSX Assets Under Management
Net assets of Voya Index Plus Smallcap Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $425.19M |
| 2026-03-31 | $358.29M |
| 2025-12-31 | $356.31M |
| 2025-09-30 | $357.50M |
| 2025-06-30 | $360.33M |
| 2025-03-31 | $350.83M |
| 2024-12-31 | $229.43M |
| 2024-09-30 | $237.31M |
| 2024-06-30 | $221.50M |
| 2024-03-31 | $239.50M |
| 2023-12-31 | $234.88M |
| 2023-09-30 | $211.69M |
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.