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Voya Smallcap Opportunities Portfolio Initial: (MF: IVSOX)

(NASDAQ Mutual Funds) As of Oct 5, 2026 06:08 PM ET

$26.03 USD

+0.07 (0.27%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 16.16 59
3 months -1.75 85
6 months 10.39 47
1 Year 27.56 17
3 Year 18.40 16
5 Year 7.61 33
10 Year 9.73 58

* 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) 885.80

Load Adjusted Returns as of Aug 31, 2026

1 Year 49.50
5 Year 9.49
10 Year 11.58
Since Inception 10.43

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.34 31.25 NA NA
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 16.1514.1718.8920.93-23.084.6826.3325.70-15.8518.7213.39
% Total Return Rel to Index 3.82-4.04-6.12-5.31-4.88-24.007.93-5.79-11.46-3.061.45
% Total Return Rel to Peer -2.736.876.974.85-3.57-14.637.340.26-5.083.13-2.55
% Perf Quintile vs Peer* 4.001.001.001.004.005.002.003.005.002.004.00
% Dividends 0.000.480.150.000.000.000.000.000.000.020.00
% Yield 0.001.780.002.350.000.000.000.000.000.060.00
Capital Gains ($) 3.460.000.000.004.362.750.103.094.601.582.20
Expense Ratio 0.000.900.850.850.850.850.850.880.870.870.87

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