Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVGAX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS ADV) | 8.53% | 23.24% | 17.39% | 6.24% | 8.06% | 8.63% | 6.89% | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVGAX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS ADV) | 02/23/2004 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | 23.24 | 17.39 | 6.24 | 8.06 | 8.63 | 6.89 | … | … | 8.53 | 14.65 | 15.81 | 12.00 | -19.95 | 28.49 | -7.53 | 24.39 | -13.90 | 13.47 | 19.67 | -3.16 | 9.72 | 33.45 | 14.17 | -2.55 | 12.14 | 23.49 | -32.58 | 2.31 | 15.70 | 9.70 | 9.84 |
| Sharpe Ratio | NA | 1.85 | 1.03 | 0.21 | 0.32 | NA | NA | … | … | 1.32 | 0.68 | 1.05 | 0.63 | -0.80 | 1.78 | -0.19 | 1.78 | -0.95 | 1.44 | 1.18 | -0.19 | 0.82 | 2.90 | 1.17 | -0.11 | 0.64 | 0.84 | -0.88 | -0.06 | 1.32 | 0.79 | 1.00 |
| Standard Deviation(%) | NA | 11.13 | 13.82 | 17.54 | 19.94 | NA | NA | … | … | 12.46 | 17.32 | 11.61 | 13.26 | 26.99 | 15.96 | 41.09 | 12.89 | 16.12 | 8.94 | 16.47 | 16.38 | 11.86 | 11.53 | 12.17 | 24.15 | 18.89 | 27.98 | 37.90 | 14.86 | 9.33 | 9.43 | 10.45 |
| Draw Down(%) | NA | 7.44 | 17.97 | 31.17 | 41.82 | NA | NA | … | … | 7.44 | 17.50 | 7.32 | 11.15 | 31.17 | 6.99 | 41.82 | 7.91 | 24.19 | 4.66 | 14.13 | 13.65 | 9.91 | 4.83 | 9.33 | 22.72 | 18.22 | 27.62 | 44.13 | 9.97 | 7.60 | 5.07 | 7.41 |
| Yield(%) | 0.00 | 22.28 | 15.24 | 7.89 | 8.60 | 9.44 | 7.05 | … | … | 0.00 | 22.51 | 12.95 | 8.69 | 0.94 | 1.30 | 1.51 | 15.83 | 12.07 | 7.57 | 13.56 | 16.92 | 7.76 | 1.22 | 1.59 | 1.20 | 0.25 | 1.17 | 9.24 | 7.92 | 10.43 | 1.03 | 1.22 |
Data as of 06/04/2026, Common starting date is 02/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVGAX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS ADV) |
-14.38%
Feb 2006 – Feb 2009 |
-3.27%
Mar 2004 – Mar 2009 |
4.38%
Oct 2013 – Oct 2023 |
3.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVGAX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS ADV) |
22.58%
Sep 2011 – Sep 2014 |
20.97%
Feb 2009 – Feb 2014 |
13.62%
Feb 2009 – Feb 2019 |
10.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart