Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVRSX (VY(R) CLARION REAL ESTATE PORTFOLIO CLASS S) | 14.90% | 16.19% | 9.89% | -0.59% | 2.44% | 5.04% | 4.12% | … | … |
Data as of 06/05/2026, Common starting date is 06/29/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVRSX (VY(R) CLARION REAL ESTATE PORTFOLIO CLASS S) | 06/29/1989 | 06/05/2026 |
| 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 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 16.19 | 9.89 | -0.59 | 2.44 | 5.04 | 4.12 | … | … | 14.90 | -0.01 | 4.32 | 14.11 | -40.69 | 51.91 | -17.36 | 28.14 | -7.68 | 5.20 | 4.23 | 2.95 | 29.88 | 2.06 | 15.54 | 9.49 | 27.95 | 36.28 | -38.57 | -17.52 | 25.53 | 13.39 | 36.69 | 36.89 | -1.44 | 6.67 | 30.98 | -3.82 | -22.42 | 22.88 | 32.99 | 16.59 | 6.34 | 17.27 | 13.88 | 34.06 | -20.78 | -6.64 |
| Sharpe Ratio | NA | 1.02 | 0.45 | -0.10 | 0.03 | NA | NA | … | … | 2.81 | -0.17 | 0.04 | 0.51 | -1.28 | 3.30 | -0.38 | 2.12 | -0.56 | 0.45 | 0.24 | 0.17 | 2.65 | 0.13 | 1.11 | 0.32 | 0.99 | 0.54 | -0.53 | -0.82 | 1.36 | 0.75 | 2.25 | 3.06 | -0.18 | 0.42 | 2.54 | -0.68 | -1.39 | 2.10 | 5.17 | 2.28 | 0.46 | 2.12 | 2.27 | 3.81 | -3.24 | -2.64 |
| Standard Deviation(%) | NA | 13.02 | 16.80 | 21.35 | 22.90 | NA | NA | … | … | 13.66 | 17.15 | 15.69 | 20.70 | 32.93 | 15.73 | 46.69 | 12.56 | 16.21 | 10.16 | 17.05 | 17.48 | 11.29 | 15.62 | 14.03 | 29.97 | 28.28 | 67.25 | 74.54 | 25.31 | 16.33 | 14.83 | 15.85 | 11.82 | 14.73 | 10.16 | 10.53 | 10.63 | 18.58 | 9.08 | 5.62 | 5.54 | 7.18 | 7.08 | 4.98 | 7.88 | 8.08 | 6.98 |
| Draw Down(%) | NA | 7.74 | 19.29 | 46.64 | 46.64 | NA | NA | … | … | 7.74 | 15.81 | 10.13 | 21.68 | 45.79 | 6.35 | 45.19 | 5.21 | 13.62 | 6.01 | 15.67 | 17.32 | 7.69 | 17.84 | 9.39 | 22.83 | 17.44 | 41.70 | 64.63 | 28.88 | 9.87 | 10.31 | 15.79 | 7.17 | 21.41 | 11.46 | 6.74 | 20.25 | 24.25 | 8.47 | 4.13 | 3.99 | 11.48 | 10.19 | 4.75 | 4.28 | 26.03 | 11.43 |
| Yield(%) | 0.00 | 4.74 | 5.43 | 2.96 | 3.61 | 4.23 | 3.71 | … | … | 2.07 | 2.69 | 2.51 | 9.20 | 1.33 | 2.26 | 2.09 | 3.12 | 11.93 | 2.12 | 1.64 | 1.31 | 1.55 | 1.36 | 1.07 | 1.33 | 3.90 | 6.67 | 17.30 | 11.02 | 0.00 | 1.14 | 1.72 | 0.21 | 2.82 | 3.89 | 5.49 | 6.59 | 3.64 | 8.51 | 6.10 | 4.72 | 5.41 | 3.31 | 4.83 | 5.78 | 5.63 | 3.37 |
Data as of 06/05/2026, Common starting date is 06/29/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVRSX (VY(R) CLARION REAL ESTATE PORTFOLIO CLASS S) |
-27.23%
Feb 2006 – Feb 2009 |
-9.37%
Feb 2004 – Feb 2009 |
1.08%
Jan 2015 – Jan 2025 |
2.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVRSX (VY(R) CLARION REAL ESTATE PORTFOLIO CLASS S) |
45.15%
Feb 2009 – Feb 2012 |
30.31%
Feb 2009 – Feb 2014 |
18.03%
Feb 2009 – Feb 2019 |
15.04%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart