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VY Invesco Equity and Income I (IUAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.19+0.07 (+0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.90%
5-Year Average Return8.65%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 9, 2024)24.96%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return24.96%
Worst 3-Yr Total Return5.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIUAIXCategory
YTD3.43%11.35%
1-Month-3.27%0.99%
3-Month3.25%5.92%
1-Year12.05%32.83%
3-Year3.68%11.75%
5-Year7.85%11.53%
10-Year7.14%8.98%
Last Bull Market18.50%17.67%
Last Bear Market-11.34%-15.71%

Annual Total Return (%) History

Year
IUAIXCategory
2024
N/AN/A
2023
10.25%N/A
2022
-7.60%N/A
2021
18.60%N/A
2020
10.18%13.51%
2019
20.10%21.35%
2018
-9.46%-7.93%
2017
10.90%15.80%
2016
15.28%7.93%
2015
-2.06%-2.77%
2014
8.96%5.71%
2013
24.96%21.31%
2012
12.79%13.42%
2011
-1.08%-3.80%
2010
12.32%13.49%
2009
22.69%29.37%
2008
-23.37%-34.34%
2007
3.56%7.43%
2006
12.67%13.07%
2005
8.05%7.35%
2004
10.86%10.93%
2003
27.37%25.10%
2002
-22.92%-14.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20230.42%3.19%-1.69%8.23%
2022-0.91%-11.34%-3.14%8.58%
20218.69%4.26%0.06%4.60%
2020-20.44%14.17%3.85%16.80%
20199.51%3.21%0.68%5.54%
2018-2.19%1.14%3.11%-11.24%
20172.36%1.85%3.08%3.19%
2016-0.82%3.06%5.82%6.57%
20150.09%1.26%-6.45%3.31%
20142.32%3.70%0.64%2.04%
20139.58%2.91%4.01%6.54%
20127.78%-1.15%5.29%0.55%
20114.59%-0.42%-12.68%8.76%
20105.77%-9.81%8.47%8.55%
2009-8.00%10.81%16.88%2.97%
2008-6.14%-2.31%-4.37%-12.61%
20070.60%5.43%-0.28%-2.07%
20062.11%0.14%5.19%4.77%
2005-0.42%2.31%4.82%1.18%
20041.42%0.65%0.72%7.83%
2003-3.26%14.94%2.39%11.87%
20020.06%-13.58%-17.49%8.03%

Rank In Category (By Total Return)

YTD26
1-Month21
3-Month20
1-Year56
3-Year18
5-Year23

Load Adjusted Returns

1-Year12.05%
3-Year3.68%
5-Year7.85%
10-Year7.14%