Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ICSSX (VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO CLASS S) | -1.01% | -0.76% | -1.50% | 7.31% | 3.37% | 7.93% | NA | 4.90% |
Data as of 07/02/2025, AR inception is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICSSX (VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO CLASS S) | 05/05/2006 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.32 | -0.76 | -1.50 | 7.31 | 3.37 | 7.93 | NA | 4.90 | -1.01 | 1.44 | 6.24 | -26.04 | 33.73 | 4.89 | 20.05 | -17.95 | 10.91 | 23.70 | -2.95 | 4.34 | 39.97 | 14.20 | -2.70 | 25.28 | 24.72 | -34.08 | 2.98 | -0.68 |
| Sharpe Ratio | NA | -0.25 | -0.27 | 0.23 | 0.06 | NA | NA | 0.14 | -0.41 | -0.23 | 0.10 | -0.94 | 1.45 | 0.10 | 1.18 | -1.11 | 0.81 | 1.34 | -0.19 | 0.29 | 2.70 | 0.84 | -0.08 | 0.98 | 0.66 | -0.77 | 0.00 | -0.26 |
| Standard Deviation(%) | NA | 26.01 | 23.99 | 24.41 | 24.47 | NA | NA | 25.62 | 25.48 | 22.11 | 20.76 | 29.15 | 23.25 | 46.71 | 15.81 | 17.40 | 12.82 | 17.54 | 15.62 | 14.90 | 14.77 | 16.99 | 32.45 | 25.80 | 37.55 | 45.32 | 19.81 | 16.92 |
| Draw Down(%) | NA | 27.54 | 28.85 | 40.10 | 49.19 | NA | NA | 59.62 | 23.24 | 16.86 | 21.15 | 34.26 | 11.76 | 45.62 | 12.08 | 27.32 | 6.97 | 13.47 | 12.74 | 12.56 | 5.51 | 12.48 | 30.72 | 21.98 | 34.10 | 49.25 | 12.76 | 13.48 |
| Yield(%) | 0.00 | 1.83 | 0.76 | 0.91 | 3.72 | 5.70 | 3.40 | 3.58 | 0.00 | 1.86 | 0.56 | 0.02 | 0.31 | 0.60 | 14.20 | 10.26 | 4.46 | 4.87 | 0.33 | 0.18 | 0.92 | 0.27 | 0.41 | 1.35 | 1.27 | 0.89 | 0.12 | 0.00 |
Data as of 07/02/2025, AR inception is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSSX (VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO CLASS S) |
-11.38%
Mar 2017 - Mar 2020 |
-4.16%
Mar 2015 - Mar 2020 |
2.27%
Apr 2015 - Apr 2025 |
4.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSSX (VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO CLASS S) |
29.11%
Feb 2009 - Feb 2012 |
26.31%
Feb 2009 - Feb 2014 |
15.50%
Feb 2009 - Feb 2019 |
10.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart