Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ISMSX (VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO CLASS S2) 10.52% 18.84% 11.22% 1.46% 6.61% 6.03% NA
Data as of 06/04/2026, Common starting date is 08/12/2009
More Performance Analytics Comparison
Name Start Date End Date
ISMSX (VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO CLASS S2) 08/12/2009 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 1.03 18.84 11.22 1.46 6.61 6.03 NA 10.52 5.02 7.72 8.51 -23.02 27.12 2.70 30.41 -15.17 10.96 23.92 -1.92 -6.19 25.64 6.07 -4.83 20.60 12.79
Sharpe Ratio NA 1.08 0.53 -0.06 0.25 NA NA 1.63 0.12 0.31 0.33 -0.86 1.73 0.06 2.22 -1.13 1.16 1.60 -0.13 -0.30 2.05 0.40 -0.19 1.05 1.98
Standard Deviation(%) NA 13.30 14.81 18.55 20.02 NA NA 13.54 17.33 13.01 15.01 28.62 15.66 40.03 13.01 14.65 8.88 14.86 14.51 20.74 12.48 15.33 25.54 19.46 18.27
Draw Down(%) NA 8.84 18.34 33.35 40.93 NA NA 8.84 15.83 8.13 15.08 33.35 7.21 40.93 7.49 23.40 4.90 10.58 11.45 22.92 8.83 11.64 24.15 16.83 7.42
Yield(%) 0.00 9.83 9.88 4.89 6.79 6.19 6.45 0.00 9.65 4.97 15.43 1.01 0.79 1.20 13.30 10.52 5.31 11.35 20.48 0.00 0.00 0.00 0.00 0.00 1.85
Data as of 06/04/2026, Common starting date is 08/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISMSX (VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO CLASS S2) -6.06%
Mar 2017 – Mar 2020
0.40%
Mar 2015 – Mar 2020
3.26%
Mar 2010 – Mar 2020
5.10%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISMSX (VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO CLASS S2) 19.41%
Dec 2018 – Dec 2021
12.27%
Apr 2016 – Apr 2021
9.90%
Sep 2011 – Sep 2021
7.28%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return