Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVRTX (VY(R) CLARION REAL ESTATE PORTFOLIO CLASS S2) | 13.79% | 14.85% | 9.39% | -0.61% | 2.17% | 4.80% | 3.91% | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVRTX (VY(R) CLARION REAL ESTATE PORTFOLIO CLASS S2) | 12/19/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 14.85 | 9.39 | -0.61 | 2.17 | 4.80 | 3.91 | … | … | 13.79 | -0.13 | 4.16 | 13.93 | -40.84 | 51.70 | -17.56 | 27.96 | -7.82 | 5.04 | 4.06 | 2.79 | 29.75 | 1.87 | 15.38 | 9.30 | 27.73 | 36.08 | -38.65 | -17.64 | 25.33 | 13.23 | 36.54 | 36.70 | 0.49 |
| Sharpe Ratio | NA | 1.01 | 0.44 | -0.11 | 0.03 | NA | NA | … | … | 2.81 | -0.18 | 0.03 | 0.50 | -1.28 | 3.28 | -0.38 | 2.11 | -0.57 | 0.43 | 0.22 | 0.16 | 2.64 | 0.12 | 1.10 | 0.31 | 0.98 | 0.53 | -0.53 | -0.82 | 1.35 | 0.74 | 2.25 | 3.05 | 1.98 |
| Standard Deviation(%) | NA | 13.01 | 16.79 | 21.38 | 22.91 | NA | NA | … | … | 13.63 | 17.17 | 15.67 | 20.70 | 33.01 | 15.73 | 46.69 | 12.56 | 16.20 | 10.14 | 17.07 | 17.49 | 11.26 | 15.64 | 14.04 | 30.02 | 28.29 | 67.29 | 74.56 | 25.30 | 16.35 | 14.83 | 15.78 | 11.79 | 9.32 |
| Draw Down(%) | NA | 7.74 | 19.38 | 46.83 | 46.83 | NA | NA | … | … | 7.74 | 15.86 | 10.16 | 21.77 | 45.91 | 6.37 | 45.20 | 5.24 | 13.70 | 6.05 | 15.71 | 17.41 | 7.70 | 17.88 | 9.40 | 22.85 | 17.43 | 41.73 | 64.64 | 28.97 | 9.90 | 10.33 | 15.83 | 7.22 | 1.05 |
| Yield(%) | 0.00 | 4.45 | 5.24 | 2.84 | 3.45 | 4.01 | 3.58 | … | … | 1.92 | 2.55 | 2.38 | 9.03 | 1.10 | 2.04 | 1.97 | 2.95 | 11.83 | 1.95 | 1.49 | 1.16 | 1.40 | 1.24 | 0.97 | 1.21 | 3.78 | 6.46 | 17.22 | 10.95 | 0.00 | 1.08 | 1.79 | 0.14 | 2.73 |
Data as of 06/04/2026, Common starting date is 12/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVRTX (VY(R) CLARION REAL ESTATE PORTFOLIO CLASS S2) |
-27.34%
Feb 2006 – Feb 2009 |
-9.50%
Feb 2004 – Feb 2009 |
0.92%
Jan 2015 – Jan 2025 |
2.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVRTX (VY(R) CLARION REAL ESTATE PORTFOLIO CLASS S2) |
44.93%
Feb 2009 – Feb 2012 |
30.11%
Feb 2009 – Feb 2014 |
17.85%
Feb 2009 – Feb 2019 |
11.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart