Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
IVGIX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS I) | -15.60% | -11.52% | -0.25% | 3.66% | 2.19% | 6.44% | NA | 2.87% |
Data as of 07/18/2025, AR inception is 06/30/2006
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
IVGIX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS I) | 06/30/2006 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -21.20 | -11.52 | -0.25 | 3.66 | 2.19 | 6.44 | NA | 2.87 | -15.60 | 3.93 | 4.94 | -19.33 | 29.20 | -6.84 | 25.08 | -13.33 | 14.14 | 20.40 | -2.58 | 10.39 | 34.23 | 14.89 | -1.96 | 12.78 | 22.56 | -41.43 | -5.03 | 2.82 |
Sharpe Ratio | NA | -0.47 | -0.16 | 0.06 | 0.03 | NA | NA | 0.08 | -0.74 | -0.17 | 0.05 | -0.77 | 1.83 | -0.17 | 1.84 | -0.91 | 1.52 | 1.22 | -0.16 | 0.88 | 2.97 | 1.23 | -0.08 | 0.67 | 0.80 | -1.05 | -0.50 | 0.16 |
Standard Deviation(%) | NA | 31.20 | 22.79 | 22.46 | 22.30 | NA | NA | 21.97 | 40.58 | 15.94 | 14.70 | 26.90 | 15.97 | 41.01 | 12.89 | 16.11 | 8.93 | 16.51 | 16.39 | 11.84 | 11.52 | 12.15 | 24.11 | 18.85 | 27.97 | 40.13 | 16.21 | 14.49 |
Draw Down(%) | NA | 22.61 | 22.61 | 30.76 | 41.79 | NA | NA | 62.73 | 22.61 | 14.66 | 15.00 | 30.76 | 6.93 | 41.79 | 7.84 | 23.75 | 4.58 | 14.06 | 13.51 | 9.86 | 4.81 | 9.23 | 22.55 | 18.10 | 27.56 | 50.12 | 16.59 | 11.08 |
Yield(%) | 0.00 | 0.00 | 1.44 | 1.94 | 5.44 | 8.81 | 4.43 | 4.66 | 0.00 | 1.76 | 2.19 | 1.48 | 1.86 | 2.15 | 16.44 | 12.52 | 7.97 | 14.12 | 17.41 | 8.21 | 1.77 | 2.23 | 1.47 | 0.26 | 0.00 | 0.00 | 0.00 | 1.45 |
Data as of 07/18/2025, AR inception is 06/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
IVGIX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS I) |
-16.59%
Jun 2007 - Jun 2010 |
-6.62%
May 2007 - May 2012 |
3.42%
May 2007 - May 2017 |
3.37%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
IVGIX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS I) |
23.33%
Sep 2011 - Sep 2014 |
21.35%
Feb 2009 - Feb 2014 |
14.15%
Feb 2009 - Feb 2019 |
10.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart