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Voya Midcap Opportunities Portfolio Adviser: (MF: IAMOX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$2.98 USD
+0.04 (1.36%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.97 | 95 |
| 3 months | -0.69 | 97 |
| 6 months | -4.32 | 98 |
| 1 Year | 10.34 | 93 |
| 3 Year | -2.71 | 90 |
| 5 Year | 9.66 | 80 |
| 10 Year | 9.37 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 682.04 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 12.69 |
| 5 Year | 10.13 |
| 10 Year | 9.80 |
| Since Inception | 10.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.10 | -3.93 | NA | NA |
| 2023 | 6.66 | 8.33 | -4.23 | 11.24 |
| 2022 | -12.06 | -20.82 | 2.32 | 4.65 |
| 2021 | 0.12 | 9.66 | 1.89 | -0.25 |
| 2020 | -17.25 | 25.92 | 12.02 | 20.36 |
| 2019 | 14.90 | 5.26 | -0.70 | 7.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.97 | 23.11 | -25.44 | 11.59 | 40.50 | 28.74 | -7.98 | 24.50 | 6.79 | -0.04 | 8.29 |
| % Total Return Rel to Index | -15.57 | -3.13 | -7.23 | -17.09 | 22.10 | -2.74 | -3.59 | 2.70 | -5.14 | -1.43 | -5.35 |
| % Total Return Rel to Peer | -10.87 | 0.11 | -5.74 | -10.46 | 20.58 | 0.31 | -1.12 | 3.82 | -1.02 | 1.55 | 0.08 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 |
| Capital Gains ($) | 0.00 | 0.00 | 8.93 | 2.62 | 0.80 | 1.68 | 1.46 | 0.77 | 1.44 | 2.26 | 2.58 |
| Expense Ratio | 0.00 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 | 1.23 | 1.31 | 1.31 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%