Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.59% 219.12M -- 279.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
4.335M 6.23%

Basic Info

Investment Strategy
The Fund seeks maximum real return, consistent with real capital and prudent investment management. Under normal circumstances, the Portfolio invests at least 80% of its net asstes (plus the amount of any borrowings for investment purposes) in inflation-indexed bonds and other bonds and debt obligations of any kind.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Inflation Linked
Peer Group Inflation Protected Bond Funds
Global Macro Bond HC
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Inflation Protected Bond Funds
Fund Owner Firm Name Voya
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 47
-657.27M Peer Group Low
619.36M Peer Group High
1 Year
% Rank: 40
4.335M
-643.53M Peer Group Low
7.174B Peer Group High
3 Months
% Rank: 27
-316.69M Peer Group Low
1.210B Peer Group High
3 Years
% Rank: 34
-10.77B Peer Group Low
14.28B Peer Group High
6 Months
% Rank: 37
-255.01M Peer Group Low
3.656B Peer Group High
5 Years
% Rank: 53
-13.25B Peer Group Low
17.56B Peer Group High
YTD
% Rank: 48
-657.27M Peer Group Low
619.36M Peer Group High
10 Years
% Rank: 71
-5.104B Peer Group Low
42.05B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
8.32%
11.04%
5.25%
-12.74%
4.30%
2.09%
7.30%
1.42%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
1.40%
6.88%
9.58%
5.12%
-8.71%
5.09%
2.24%
7.72%
1.23%
19.34%
26.82%
9.13%
-40.09%
-0.98%
-8.38%
1.54%
3.11%
9.68%
4.48%
7.35%
-10.14%
7.77%
7.20%
13.22%
4.00%
9.79%
9.84%
4.74%
-12.63%
3.29%
1.05%
6.40%
1.16%
As of February 25, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-23-26) 4.51%
30-Day SEC Yield (1-31-26) 3.60%
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (1-31-26) 4.07%
Effective Duration --
Average Coupon 4.43%
Calculated Average Quality 2.592
Effective Maturity 13.42
Nominal Maturity 13.52
Number of Bond Holdings 3
As of January 31, 2026

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 11.63%
Stock 0.00%
Bond 88.13%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Top 10 Holdings

Name % Weight Price % Change
FUTURE GENERAL SECURITY
28.09% -- --
FEDERAL HOME LOAN MORTGAGE CORPORATION 5410J DF PT FLT 5.14728% 25-MAY-2054
2.61% -- --
FEDERAL NATIONAL MORTGAGE ASSOCIATION 2415F FD PT FLT 5.04728% 25-APR-2054
1.92% -- --
FEDERAL NATIONAL MORTGAGE ASSOCIATION 24103H FH PT FLT 4.94728% 25-JAN-2055
1.84% -- --
USD CASH
1.16% -- --
ULTRA BOND MAR26
1.08% -- --
Morgan Stanley Inst Liq Govt Port Institutional 1.06% 1.00 0.00%
Duke Energy Corporation DUKECRP 02/09/2026 FIX USD Corporate (Matured) 0.96% -- --
Barton Capital S.A. BARTOCA 02/17/2026 FIX USD Corporate (Matured) 0.96% -- --
VIRGINIA ELECTRIC AND POWER CO 0% 03-MAR-2026
0.96% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.45%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks maximum real return, consistent with real capital and prudent investment management. Under normal circumstances, the Portfolio invests at least 80% of its net asstes (plus the amount of any borrowings for investment purposes) in inflation-indexed bonds and other bonds and debt obligations of any kind.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Inflation Linked
Peer Group Inflation Protected Bond Funds
Global Macro Bond HC
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Inflation Protected Bond Funds
Fund Owner Firm Name Voya
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-23-26) 4.51%
30-Day SEC Yield (1-31-26) 3.60%
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (1-31-26) 4.07%
Effective Duration --
Average Coupon 4.43%
Calculated Average Quality 2.592
Effective Maturity 13.42
Nominal Maturity 13.52
Number of Bond Holdings 3
As of January 31, 2026

Fund Details

Key Dates
Launch Date 4/30/2007
Share Classes
IBRAX Adv
IBRSX Service
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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