Nasdaq - Delayed Quote USD

Voya Small Company R6 (VYSEX)

16.38 -0.03 (-0.18%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.05%
5y Average Return 8.24%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Oct 22, 2024) 26.07%
Worst 1Y Total Return (Oct 22, 2024) --
Best 3Y Total Return 26.07%
Worst 3Y Total Return 2.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VYSEX
Category
YTD
9.92%
20.19%
1-Month
0.18%
0.02%
3-Month
11.25%
4.36%
1-Year
24.60%
60.18%
3-Year
4.15%
11.32%
5-Year
8.71%
13.88%
10-Year
8.19%
11.19%
Last Bull Market
23.30%
27.98%
Last Bear Market
-13.99%
-24.08%

Annual Total Return (%) History

Year
VYSEX
Category
2024
--
--
2023
17.97%
--
2022
-16.28%
--
2021
14.41%
--
2020
12.24%
10.99%
2019
26.07%
23.75%
2018
-16.03%
-12.72%
2017
11.15%
12.28%

2016
24.04%
20.78%
2015
-1.33%
-5.38%
2014
6.19%
3.79%
2013
--
37.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.33% -2.50% 11.25% --
2023 3.99% 3.68% -3.48% 13.36%
2022 -5.02% -13.99% -8.61% 12.13%
2021 10.78% 2.89% -3.53% 4.06%
2020 -32.18% 22.50% 2.96% 31.22%
2019 14.44% 2.48% -1.28% 8.89%
2018 -1.65% 4.84% 0.74% -19.17%
2017 3.14% 0.06% 4.40% 3.16%
2016 0.88% 4.57% 6.87% 10.03%
2015 4.16% 1.15% -9.73% 3.75%

2014 1.33% 2.18% -6.29% 9.46%
2013 10.17% 8.69% -- --

Rank in Category (By Total Return)

YTD 63
1-Month 76
3-Month 4
1-Year 63
3-Year 53
5-Year 80

Load Adjusted Returns

1-Year 24.60%
3-Year 4.15%
5-Year 8.71%
10-Year 8.19%

Performance & Risk

YTD Return 9.05%
5y Average Return 8.24%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Voya
Net Assets 209.68M
YTD Return 9.92%
Yield 0.38%
Morningstar Rating
Inception Date May 31, 2013

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in common stocks of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies that are included in the Russell 2000 ? Index or the S&P SmallCap 600 ? Index at the time of purchase, or if not included in either index, have market capitalizations that fall within the range of companies within the index or the S&P SmallCap 600 ? Index at the time of purchase.

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