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ISBAX: VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info 13.82 0.17(1.25%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 12/11/2001 |
| Last Dividend Date: | 08/02/2024 |
| 12-Mo. Yield | 0.17% |
| Expenses | 0.95% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/11/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | -4.0 | 7.3 | -9.1 | -0.9 | 2.9 | 5.9 | 4.8 | 4.5 | 20.2 | -14.3 | -32.7 | 10.1 | 17.4 | 32.1 | -9.8 | 21.3 | 8.1 | 2.7 | 12.6 | 34.4 | 12.0 | -4.9 | 11.9 | 31.2 | -39.4 | 3.9 | 13.6 | 3.6 | 8.2 | 37.9 | -25.4 | 3.2 |
| Sharpe Ratio | NA | -0.5 | 0.05 | -0.41 | -0.12 | 0.05 | NA | NA | 0.15 | 1.05 | -0.41 | -1.17 | 0.57 | 0.5 | 2.43 | -0.65 | 2.98 | 0.58 | 0.17 | 1.07 | 3.0 | 0.89 | -0.21 | 0.65 | 1.0 | -0.93 | 0.06 | 1.05 | 0.15 | 0.55 | 2.16 | -1.05 | 7.75 |
| Draw Down(%) | NA | 20.1 | 20.1 | 45.8 | 54.1 | 54.1 | NA | NA | 57.9 | 10.6 | 40.9 | 37.4 | 14.4 | 32.5 | 7.0 | 21.0 | 2.2 | 10.5 | 12.1 | 8.4 | 5.6 | 10.5 | 22.4 | 15.1 | 29.2 | 50.2 | 10.0 | 7.3 | 7.4 | 12.2 | 14.9 | 40.4 | 1.9 |
| Standard Deviation(%) | NA | 28.8 | 19.9 | 32.5 | 27.9 | 23.8 | NA | NA | 22.1 | 13.0 | 45.3 | 29.3 | 17.6 | 33.9 | 12.6 | 17.1 | 7.0 | 13.5 | 16.3 | 11.8 | 11.4 | 13.5 | 23.3 | 18.1 | 31.0 | 43.0 | 15.5 | 9.8 | 9.8 | 13.2 | 17.2 | 25.3 | 10.8 |
| Treynor Ratio | NA | -0.14 | 0.01 | -0.14 | -0.04 | 0.01 | NA | NA | 0.03 | 0.15 | -0.18 | -0.37 | 0.1 | 0.18 | 0.31 | -0.11 | 0.21 | 0.08 | 0.03 | 0.12 | 0.34 | 0.12 | -0.05 | 0.12 | 0.28 | -0.39 | 0.01 | 0.12 | 0.02 | 0.06 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.07 | -0.05 | -0.03 | NA | NA | -0.01 | -0.01 | -0.13 | -0.07 | -0.05 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.03 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | NA |
| Beta | NA | 1.01 | 0.98 | 0.96 | 0.96 | 0.96 | NA | NA | 1.0 | 0.93 | 1.06 | 0.92 | 0.96 | 0.97 | 1.0 | 0.99 | 1.01 | 1.01 | 0.82 | 1.02 | 1.01 | 1.01 | 0.97 | 0.98 | 1.12 | 1.04 | 0.96 | 0.87 | 0.92 | 1.13 | NA | NA | NA |
| RSquared | NA | 0.99 | 0.93 | 0.39 | 0.47 | 0.64 | NA | NA | 0.72 | 0.85 | 0.14 | 0.63 | 0.55 | 0.98 | 0.98 | 0.99 | 0.95 | 0.98 | 0.6 | 0.98 | 0.97 | 0.93 | 0.97 | 0.97 | 0.97 | 0.98 | 0.96 | 0.82 | 0.92 | 0.83 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.5 | 0.5 | 7.3 | 8.9 | 7.1 | N/A | 0.2 | 1.9 | 0.0 | 0.3 | 0.0 | 43.1 | 10.5 | 7.5 | 12.9 | 12.4 | 14.0 | 1.4 | 0.1 | 0.9 | 0.4 | 0.0 | 1.1 | 0.4 | 7.6 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -91.9 | -96.3 | -98.0 | 224.4 | N/A | N/A | N/A | -91.9 | 2600.0 | -80.8 | N/A | -100.0 | 230.6 | 59.1 | -43.8 | -6.5 | -13.1 | 1171.6 | 1176.2 | -87.0 | 163.9 | N/A | -100.0 | 183.1 | -94.6 | 28480.0 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/2001
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See LARGE BLEND Asset Class Trend Rankings |
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