Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITRAX (VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO CLASS ADV) | -9.17% | -5.66% | 2.64% | -1.33% | 3.20% | 6.61% | 5.80% | 4.76% |
Data as of 07/18/2025, AR inception is 01/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITRAX (VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO CLASS ADV) | 01/04/2002 | 07/18/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.72 | -5.66 | 2.64 | -1.33 | 3.20 | 6.61 | 5.80 | 4.76 | -9.17 | 10.65 | 5.80 | -24.69 | 3.79 | 7.98 | 24.00 | 0.12 | 14.74 | 7.68 | 4.92 | 11.77 | 21.75 | 13.95 | 2.59 | 13.63 | 32.74 | -27.83 | 4.14 | 14.25 | 3.56 | 15.52 | -11.51 | -7.45 |
| Sharpe Ratio | NA | -0.44 | -0.05 | -0.20 | 0.12 | NA | NA | 0.23 | -0.73 | 0.53 | 0.12 | -1.14 | 0.25 | 0.30 | 2.83 | -0.12 | 3.56 | 0.88 | 0.50 | 1.62 | 3.09 | 1.82 | 0.16 | 1.13 | 1.64 | -0.90 | 0.12 | 1.58 | 0.16 | 1.69 | -0.46 | -1.15 |
| Standard Deviation(%) | NA | 20.15 | 15.85 | 16.91 | 15.35 | NA | NA | 15.20 | 26.36 | 7.69 | 13.49 | 23.00 | 15.23 | 25.88 | 7.99 | 9.70 | 3.98 | 8.54 | 9.76 | 7.25 | 7.03 | 7.71 | 16.32 | 12.02 | 19.96 | 31.89 | 9.77 | 6.99 | 8.58 | 8.64 | 26.60 | 7.49 |
| Draw Down(%) | NA | 15.49 | 15.49 | 33.64 | 33.64 | NA | NA | 42.76 | 15.49 | 3.82 | 14.84 | 28.86 | 13.21 | 27.01 | 3.69 | 10.81 | 1.45 | 6.61 | 6.96 | 4.64 | 3.20 | 6.28 | 14.99 | 10.56 | 20.15 | 41.67 | 7.18 | 5.64 | 5.73 | 5.25 | 23.46 | 7.45 |
| Yield(%) | 0.00 | 0.95 | 1.09 | 0.86 | 3.91 | 6.87 | 6.01 | 4.90 | 0.00 | 1.52 | 0.63 | 0.83 | 0.56 | 1.05 | 7.60 | 9.58 | 6.32 | 10.58 | 14.72 | 10.23 | 8.24 | 4.42 | 1.68 | 1.58 | 1.80 | 11.51 | 12.10 | 8.25 | 1.48 | 1.31 | 0.34 | 0.00 |
Data as of 07/18/2025, AR inception is 01/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITRAX (VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO CLASS ADV) |
-9.33%
Feb 2006 - Feb 2009 |
-2.35%
Feb 2004 - Feb 2009 |
3.19%
May 2002 - May 2012 |
5.38%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITRAX (VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO CLASS ADV) |
22.97%
Feb 2009 - Feb 2012 |
19.74%
Feb 2009 - Feb 2014 |
14.35%
Feb 2009 - Feb 2019 |
9.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart