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VY Invesco Growth and Income S2 (IVITX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.83+0.05 (+0.21%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.59%
5-Year Average Return10.71%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (May 15, 2024)33.70%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return33.70%
Worst 3-Yr Total Return3.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIVITXCategory
YTD5.71%4.44%
1-Month-4.26%-4.04%
3-Month5.52%4.09%
1-Year17.31%14.37%
3-Year6.60%6.04%
5-Year9.28%9.20%
10-Year8.45%8.57%
Last Bull Market24.78%22.97%
Last Bear Market-13.98%-11.27%

Annual Total Return (%) History

Year
IVITXCategory
2024
N/AN/A
2023
12.18%11.63%
2022
-5.98%-5.90%
2021
28.78%26.22%
2020
2.77%2.91%
2019
24.47%25.04%
2018
-13.67%-8.53%
2017
13.67%15.94%
2016
19.80%14.81%
2015
-3.10%-4.05%
2014
9.95%10.21%
2013
33.70%31.21%
2012
14.41%14.57%
2011
-2.36%-0.75%
2010
12.34%13.66%
2009
23.83%24.13%
2008
-32.36%-37.09%
2007
2.44%1.42%
2006
15.81%18.15%
2005
9.89%5.95%
2004
13.92%12.97%
2003
27.71%28.44%
2002
N/A-18.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.41%N/AN/AN/A
2023-0.81%5.06%-1.89%9.71%
20221.24%-13.98%-3.76%12.17%
202113.70%5.22%0.31%7.31%
2020-31.04%16.71%4.59%22.11%
201912.39%3.16%0.03%7.33%
2018-2.84%1.46%4.23%-15.99%
20172.28%2.01%4.23%4.52%
2016-2.15%3.35%7.29%10.41%
2015-0.63%2.45%-9.31%4.96%
20142.45%4.22%0.86%2.10%
201312.58%4.36%4.66%8.73%
20129.93%-2.27%6.22%0.26%
20115.28%-0.88%-16.80%12.46%
20107.06%-14.55%10.05%11.58%
2009-13.30%13.94%21.53%3.13%
2008-9.89%-3.20%-3.55%-19.60%
2007-0.07%7.51%-1.58%-3.12%
20062.86%0.00%5.83%6.39%
2005-0.12%2.34%5.83%1.58%
20041.82%1.38%0.26%10.07%
2003-5.10%16.19%2.26%13.27%
20028.37%N/AN/AN/A

Rank In Category (By Total Return)

YTD25
1-Month59
3-Month19
1-Year30
3-Year41
5-Year48

Load Adjusted Returns

1-Year17.31%
3-Year6.60%
5-Year9.28%
10-Year8.45%