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Voya Smallcap Opportunities Portfolio Initial: (MF: IVSOX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:50 PM ET

$25.54 USD

+0.15 (0.59%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.22 70
3 months 5.05 66
6 months 15.55 10
1 Year 25.74 14
3 Year 16.66 8
5 Year 5.58 52
10 Year 10.83 50

* 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) 801.80

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.17
5 Year 5.73
10 Year 9.04
Since Inception 9.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -11.27 8.11 13.40 4.95
2024 10.22 1.97 6.87 -1.01
2023 6.73 5.50 -4.23 12.14
2022 -8.99 -18.87 -1.30 5.55
2021 2.95 3.48 -4.27 2.64

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.2214.1718.8920.93-23.084.6826.3325.70-15.8518.7213.39
% Total Return Rel to Index 4.80-4.04-6.12-5.31-4.88-24.007.93-5.79-11.46-3.061.45
% Total Return Rel to Peer 1.616.876.974.85-3.57-14.637.340.26-5.083.13-2.55
% Perf Quintile vs Peer* 1.001.000.001.004.005.002.003.005.002.004.00
% Dividends 0.000.480.150.000.000.000.000.000.000.020.00
% Yield 0.001.780.632.350.000.000.000.000.000.060.00
Capital Gains ($) 0.000.000.000.004.362.750.103.094.601.582.20
Expense Ratio 0.000.870.850.850.850.850.850.880.870.870.87

* 1 = Top 20%, 5 = Bottom 20%