Returns Chart

Voya Global Perspectives Portfolio I (IPIRX) Total Return
Select area to zoom
Created with Highcharts 11.1.0Oct '24Jan '25Apr '25Jul '250.00%11.21%

Key Stats

Customize
Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.83% 59.12M -- 40.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-9.982M 11.99% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks total return. Under normal market conditions, approximately 60% of the Fund's net assets will be allocated to Underlying Funds that predominantly invest in equity securities, and approximately 40% of the Fund's net assets will be allocated to Underlying Funds that predominantly invest in debt instruments.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Bal - Global
Peer Group Mixed-Asset Target Alloc Moderate Funds
Global Macro Mixed Asset HC Balanced
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Voya
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 28
-390.35M Peer Group Low
38.94M Peer Group High
1 Year
% Rank: 24
-9.982M
-7.233B Peer Group Low
4.210B Peer Group High
3 Months
% Rank: 22
-1.137B Peer Group Low
74.96M Peer Group High
3 Years
% Rank: 21
-21.23B Peer Group Low
3.896B Peer Group High
6 Months
% Rank: 24
-2.991B Peer Group Low
167.66M Peer Group High
5 Years
% Rank: 29
-30.54B Peer Group Low
3.476B Peer Group High
YTD
% Rank: 24
-2.991B Peer Group Low
419.20M Peer Group High
10 Years
% Rank: 37
-48.37B Peer Group Low
4.127B 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
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

There are no valid items on this chart.

Name
2018
2019
2020
2021
2022
2023
2024
YTD
-7.21%
18.33%
16.13%
6.09%
-17.51%
10.50%
7.31%
8.82%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
9.42%
-6.29%
20.17%
11.31%
11.69%
-15.87%
15.09%
9.88%
7.19%
-8.90%
18.22%
12.99%
12.21%
-13.81%
13.39%
9.12%
6.11%
-6.59%
15.70%
14.50%
7.27%
-17.33%
11.64%
9.03%
9.55%
-5.64%
18.50%
11.39%
9.90%
-14.83%
12.91%
12.21%
8.73%
As of July 27, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-24-25) 3.70%
30-Day SEC Yield (6-30-25) 2.63%
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 29.33
Weighted Average Price to Sales Ratio 5.992
Weighted Average Price to Book Ratio 6.210
Weighted Median ROE 16.49%
Weighted Median ROA 7.48%
ROI (TTM) 12.65%
Return on Investment (TTM) 12.65%
Earning Yield 0.0513
LT Debt / Shareholders Equity 1.153
Bond
Yield to Maturity (5-31-25) 5.29%
Average Coupon 4.90%
Calculated Average Quality 2.990
Effective Maturity 14.20
Nominal Maturity 14.42
As of May 31, 2025

Growth Metrics

EPS Growth (1Y) 24.84%
EPS Growth (3Y) 14.28%
EPS Growth (5Y) 13.87%
Sales Growth (1Y) 11.55%
Sales Growth (3Y) 12.47%
Sales Growth (5Y) 12.45%
Sales per Share Growth (1Y) 18.55%
Sales per Share Growth (3Y) 11.45%
Operating Cash Flow - Growth Ratge (3Y) 16.75%
As of May 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date 5/1/2025
Share Classes
IPARX Adv
IPSRX S
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

Created with Highcharts 11.1.0
As of May 31, 2025.
Type % Net
Cash -4.14%
Stock 65.08%
Bond 37.59%
Convertible 0.00%
Preferred 0.22%
Other 1.25%
View Asset Allocation
Start Trial

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.13%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for RRSP --
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 total return. Under normal market conditions, approximately 60% of the Fund's net assets will be allocated to Underlying Funds that predominantly invest in equity securities, and approximately 40% of the Fund's net assets will be allocated to Underlying Funds that predominantly invest in debt instruments.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Bal - Global
Peer Group Mixed-Asset Target Alloc Moderate Funds
Global Macro Mixed Asset HC Balanced
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Voya
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-24-25) 3.70%
30-Day SEC Yield (6-30-25) 2.63%
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 29.33
Weighted Average Price to Sales Ratio 5.992
Weighted Average Price to Book Ratio 6.210
Weighted Median ROE 16.49%
Weighted Median ROA 7.48%
ROI (TTM) 12.65%
Return on Investment (TTM) 12.65%
Earning Yield 0.0513
LT Debt / Shareholders Equity 1.153
Bond
Yield to Maturity (5-31-25) 5.29%
Average Coupon 4.90%
Calculated Average Quality 2.990
Effective Maturity 14.20
Nominal Maturity 14.42
As of May 31, 2025

Growth Metrics

EPS Growth (1Y) 24.84%
EPS Growth (3Y) 14.28%
EPS Growth (5Y) 13.87%
Sales Growth (1Y) 11.55%
Sales Growth (3Y) 12.47%
Sales Growth (5Y) 12.45%
Sales per Share Growth (1Y) 18.55%
Sales per Share Growth (3Y) 11.45%
Operating Cash Flow - Growth Ratge (3Y) 16.75%
As of May 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date 5/1/2025
Share Classes
IPARX Adv
IPSRX S
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial

Excel Add-In Codes

Name: =YCI("M:IPIRX", "name")
Broad Asset Class: =YCI("M:IPIRX", "broad_asset_class")
Broad Category: =YCI("M:IPIRX", "broad_category_group")
Prospectus Objective: =YCI("M:IPIRX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
View Excel Add-In Codes
Start Trial
Quickflows