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VY Invesco Equity and Income A (IUAAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.04+0.07 (+0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.70%
5-Year Average Return8.11%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 9, 2024)24.33%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return24.33%
Worst 3-Yr Total Return4.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIUAAXCategory
YTD3.24%11.35%
1-Month-3.31%0.99%
3-Month3.14%5.92%
1-Year11.49%32.83%
3-Year3.17%11.75%
5-Year7.31%11.53%
10-Year6.61%8.98%
Last Bull Market18.26%17.67%
Last Bear Market-11.45%-15.71%

Annual Total Return (%) History

Year
IUAAXCategory
2024
N/AN/A
2023
9.72%N/A
2022
-8.07%N/A
2021
18.03%N/A
2020
9.62%13.51%
2019
19.50%21.35%
2018
-9.90%-7.93%
2017
10.33%15.80%
2016
14.69%7.93%
2015
-2.55%-2.77%
2014
8.43%5.71%
2013
24.33%21.31%
2012
12.23%13.42%
2011
-1.58%-3.80%
2010
11.77%13.49%
2009
22.06%29.37%
2008
-23.76%-34.34%
2007
3.06%7.43%
2006
12.12%13.07%
2005
7.52%7.35%
2004
10.32%10.93%
2003
26.76%25.10%
2002
-23.35%-14.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.78%N/AN/AN/A
20230.30%3.04%-1.79%8.09%
2022-1.04%-11.45%-3.26%8.45%
20218.56%4.14%-0.08%4.49%
2020-20.55%14.05%3.72%16.64%
20199.35%3.10%0.55%5.42%
2018-2.31%1.03%2.97%-11.34%
20172.22%1.73%2.94%3.06%
2016-0.96%2.94%5.66%6.46%
2015-0.04%1.10%-6.55%3.19%
20142.21%3.55%0.52%1.92%
20139.44%2.77%3.90%6.40%
20127.65%-1.28%5.16%0.43%
20114.44%-0.54%-12.80%8.65%
20105.65%-9.95%8.35%8.42%
2009-8.14%10.70%16.70%2.86%
2008-6.28%-2.42%-4.48%-12.73%
20070.45%5.29%-0.38%-2.19%
20061.97%0.03%5.04%4.65%
2005-0.51%2.16%4.69%1.05%
20041.30%0.53%0.54%7.75%
2003-3.36%14.82%2.27%11.70%
2002-0.06%-13.73%-17.59%7.88%

Rank In Category (By Total Return)

YTD32
1-Month27
3-Month25
1-Year68
3-Year26
5-Year43

Load Adjusted Returns

1-Year11.49%
3-Year3.17%
5-Year7.31%
10-Year6.61%