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Voya Midcap Opportunities Portfolio Adviser: (MF: IAMOX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$3.09 USD
+0.08 (2.66%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.09 | 78 |
| 3 months | -9.09 | 78 |
| 6 months | -2.35 | 35 |
| 1 Year | -4.92 | 91 |
| 3 Year | 3.00 | 79 |
| 5 Year | 12.73 | 84 |
| 10 Year | 8.48 | 65 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 823.24 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -4.92 |
| 5 Year | 12.73 |
| 10 Year | 8.48 |
| Since Inception | 9.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.09 | NA | NA | NA |
| 2024 | 10.10 | -3.93 | 1.36 | 7.40 |
| 2023 | 6.66 | 8.33 | -4.23 | 11.24 |
| 2022 | -12.06 | -20.82 | 2.32 | 4.65 |
| 2021 | 0.12 | 9.66 | 1.89 | -0.25 |
| 2020 | -17.25 | 25.92 | 12.02 | 20.36 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.09 | 15.16 | 23.11 | -25.44 | 11.59 | 40.50 | 28.74 | -7.98 | 24.50 | 6.79 | -0.04 |
| % Total Return Rel to Index | -4.82 | -9.86 | -3.13 | -7.23 | -17.09 | 22.10 | -2.74 | -3.59 | 2.70 | -5.14 | -1.43 |
| % Total Return Rel to Peer | -4.06 | -4.23 | 0.11 | -5.74 | -10.46 | 20.58 | 0.31 | -1.12 | 3.82 | -1.02 | 1.55 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.93 | 2.62 | 0.80 | 1.68 | 1.46 | 0.77 | 1.44 | 2.26 |
| Expense Ratio | 0.00 | 1.22 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 | 1.23 | 1.31 | 1.31 |
* 1 = Top 20%, 5 = Bottom 20%