See what your fund actually adds
Voya Index Plus SmallCap Portfolio Class S IPSSX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | IPSSX | Replication |
|---|---|---|
| Annualized growth | 7.8% | 5.9% |
| Annualized volatility | 20.0% | 20.0% |
| Sharpe ratio | 0.47 | 0.39 |
| Maximum drawdown | 24.8% | 26.6% |
| Replication fit (R²) | 0.99 · Tracking error 1.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model IPSSX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJR | US Small Cap | 96.9% |
| IWC | Micro Cap | 3.1% |