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VY Invesco Comstock A (IVKAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.57-0.02 (-0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.17%
5-Year Average Return11.42%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Jul 4, 2024)34.79%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return34.79%
Worst 3-Yr Total Return2.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIVKAXCategory
YTD8.27%4.44%
1-Month-0.51%-4.04%
3-Month-0.74%4.09%
1-Year16.67%14.37%
3-Year9.12%6.04%
5-Year11.64%9.20%
10-Year8.70%8.57%
Last Bull Market22.97%22.97%
Last Bear Market-11.26%-11.27%

Annual Total Return (%) History

Year
IVKAXCategory
2024
N/AN/A
2023
11.70%11.63%
2022
0.12%-5.90%
2021
32.69%26.22%
2020
-0.74%2.91%
2019
24.86%25.04%
2018
-12.56%-8.53%
2017
17.31%15.94%
2016
17.51%14.81%
2015
-6.19%-4.05%
2014
8.82%10.21%
2013
34.79%31.21%
2012
18.30%14.57%
2011
-2.32%-0.75%
2010
14.81%13.66%
2009
28.22%24.13%
2008
-36.64%-37.09%
2007
-2.51%1.42%
2006
15.57%18.15%
2005
3.20%5.95%
2004
16.41%12.97%
2003
29.33%28.44%
2002
N/A-18.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.08%-0.74%N/AN/A
2023-0.24%3.91%-0.31%8.09%
20223.75%-11.26%-5.25%14.77%
202116.95%5.75%-0.20%7.51%
2020-32.39%17.83%1.98%22.19%
201911.79%2.73%-0.37%9.14%
2018-2.58%2.50%4.92%-16.54%
20171.85%1.30%5.94%7.33%
2016-1.86%1.83%6.73%10.18%
2015-0.24%0.79%-10.92%4.73%
20141.76%4.55%0.31%1.97%
201311.45%4.86%4.22%10.67%
201212.49%-3.73%6.58%2.50%
20116.02%-0.47%-17.42%12.09%
20106.05%-11.73%10.52%10.97%
2009-12.83%18.12%19.03%4.62%
2008-9.16%-8.47%-0.70%-23.26%
20070.84%5.20%-1.91%-6.30%
20062.73%0.73%5.49%5.87%
2005-1.47%-0.08%1.01%3.78%
20043.03%1.29%2.24%9.11%
2003-3.12%16.00%3.10%11.62%
2002-18.06%11.08%N/AN/A

Rank In Category (By Total Return)

YTD36
1-Month48
3-Month32
1-Year33
3-Year11
5-Year22

Load Adjusted Returns

1-Year16.67%
3-Year9.12%
5-Year11.64%
10-Year8.70%