Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVGSX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS S) | 8.64% | 23.65% | 17.80% | 6.70% | 8.50% | 9.06% | 7.30% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVGSX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS S) | 12/30/1993 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 23.65 | 17.80 | 6.70 | 8.50 | 9.06 | 7.30 | … | … | 8.64 | 15.07 | 16.21 | 12.41 | -19.36 | 28.95 | -7.01 | 24.82 | -13.60 | 13.90 | 20.08 | -2.82 | 10.16 | 33.88 | 14.56 | -2.16 | 12.49 | 23.95 | -32.35 | 2.70 | 16.10 | 10.07 | 14.12 | 27.86 | -14.75 | -12.98 | -4.80 | 13.17 | 10.34 | 27.75 | 19.86 | 31.06 | 0.59 | -0.25 |
| Sharpe Ratio | NA | 1.89 | 1.06 | 0.24 | 0.34 | NA | NA | … | … | 1.35 | 0.71 | 1.08 | 0.67 | -0.78 | 1.81 | -0.18 | 1.81 | -0.93 | 1.49 | 1.20 | -0.17 | 0.86 | 2.94 | 1.20 | -0.09 | 0.66 | 0.85 | -0.88 | -0.03 | 1.37 | 0.83 | 1.26 | 1.86 | -0.72 | -0.81 | -0.47 | 0.60 | 0.34 | 1.54 | 1.43 | 3.59 | -0.27 | NA |
| Standard Deviation(%) | NA | 11.11 | 13.83 | 17.46 | 19.88 | NA | NA | … | … | 12.46 | 17.34 | 11.61 | 13.23 | 26.73 | 15.95 | 40.96 | 12.88 | 16.12 | 8.91 | 16.49 | 16.38 | 11.82 | 11.50 | 12.17 | 24.11 | 18.86 | 27.93 | 37.90 | 14.86 | 9.31 | 9.43 | 10.40 | 14.63 | 22.20 | 19.23 | 19.14 | 16.34 | 19.97 | 15.60 | 11.22 | 7.53 | 9.06 | 0.00 |
| Draw Down(%) | NA | 7.44 | 17.89 | 30.72 | 41.77 | NA | NA | … | … | 7.44 | 17.51 | 7.28 | 11.16 | 30.72 | 6.96 | 41.77 | 7.86 | 23.92 | 4.62 | 14.06 | 13.56 | 9.87 | 4.82 | 9.25 | 22.60 | 18.14 | 27.53 | 43.97 | 9.89 | 7.60 | 5.01 | 7.33 | 14.01 | 29.94 | 26.48 | 14.88 | 10.48 | 20.11 | 9.40 | 7.39 | 3.02 | 6.95 | 0.25 |
| Yield(%) | 0.00 | 21.39 | 15.02 | 7.93 | 8.75 | 9.71 | 7.26 | … | … | 0.00 | 21.65 | 12.90 | 8.87 | 1.21 | 1.58 | 1.85 | 15.97 | 12.17 | 7.68 | 13.75 | 17.07 | 7.92 | 1.49 | 1.94 | 1.20 | 0.25 | 1.40 | 10.74 | 8.09 | 10.17 | 1.07 | 1.04 | 0.28 | 0.83 | 0.28 | 0.46 | 0.31 | 0.52 | 0.99 | 0.97 | 0.92 | 1.37 | 0.14 |
Data as of 06/04/2026, Common starting date is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVGSX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS S) |
-14.08%
Feb 2006 – Feb 2009 |
-5.78%
Mar 1998 – Mar 2003 |
-2.02%
Feb 1999 – Feb 2009 |
3.72%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVGSX (VY(R) INVESCO GROWTH AND INCOME PORTFOLIO CLASS S) |
28.79%
Apr 1995 – Apr 1998 |
21.39%
Feb 2009 – Feb 2014 |
14.03%
Feb 2009 – Feb 2019 |
10.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart