Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUAAX (VY(R) INVESCO EQUITY AND INCOME PORTFOLIO CLASS ADV) | 5.54% | 17.31% | 13.06% | 3.02% | 6.25% | 6.81% | 6.04% | … | … |
Data as of 06/05/2026, Common starting date is 10/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUAAX (VY(R) INVESCO EQUITY AND INCOME PORTFOLIO CLASS ADV) | 10/21/2002 | 06/05/2026 |
| 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 (%) | -0.06 | 17.31 | 13.06 | 3.02 | 6.25 | 6.81 | 6.04 | … | … | 5.54 | 12.60 | 11.29 | 9.70 | -21.56 | 16.88 | 4.46 | 19.46 | -10.00 | 10.33 | 14.69 | -2.55 | 8.44 | 24.33 | 12.23 | -1.59 | 11.77 | 22.15 | -23.82 | 3.06 | 12.12 | 7.52 | 10.08 | 26.29 | -2.14 |
| Sharpe Ratio | NA | 1.79 | 1.01 | 0.03 | 0.34 | NA | NA | … | … | 1.18 | 0.82 | 0.94 | 0.66 | -1.08 | 1.53 | 0.16 | 2.17 | -1.06 | 1.61 | 1.30 | -0.24 | 1.02 | 2.86 | 1.42 | -0.10 | 0.87 | 1.18 | -1.04 | -0.01 | 1.32 | 0.77 | 0.98 | 1.50 | -0.56 |
| Standard Deviation(%) | NA | 8.19 | 9.69 | 13.02 | 13.65 | NA | NA | … | … | 9.24 | 11.85 | 8.18 | 9.30 | 21.40 | 11.01 | 25.99 | 8.27 | 10.78 | 6.04 | 11.16 | 10.96 | 8.23 | 8.49 | 8.64 | 16.71 | 13.36 | 18.63 | 23.84 | 9.77 | 6.61 | 6.82 | 9.27 | 17.05 | 20.50 |
| Draw Down(%) | NA | 5.57 | 12.58 | 29.16 | 29.67 | NA | NA | … | … | 5.57 | 12.27 | 5.34 | 8.15 | 29.16 | 5.12 | 29.67 | 5.11 | 17.38 | 3.03 | 9.98 | 9.70 | 6.76 | 4.43 | 6.72 | 17.30 | 12.87 | 18.38 | 33.58 | 6.69 | 5.03 | 4.09 | 6.04 | 13.88 | 6.73 |
| Yield(%) | 0.00 | 31.37 | 16.90 | 8.36 | 7.80 | 7.86 | 6.70 | … | … | 0.00 | 31.79 | 10.51 | 7.68 | 1.03 | 1.12 | 1.35 | 7.74 | 7.43 | 3.94 | 6.29 | 9.61 | 4.06 | 1.17 | 1.63 | 1.85 | 1.55 | 1.59 | 8.88 | 4.97 | 5.23 | 0.12 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUAAX (VY(R) INVESCO EQUITY AND INCOME PORTFOLIO CLASS ADV) |
-8.91%
Feb 2006 – Feb 2009 |
-2.47%
Feb 2004 – Feb 2009 |
3.53%
Oct 2013 – Oct 2023 |
3.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUAAX (VY(R) INVESCO EQUITY AND INCOME PORTFOLIO CLASS ADV) |
17.59%
Feb 2009 – Feb 2012 |
16.86%
Feb 2009 – Feb 2014 |
10.93%
Feb 2009 – Feb 2019 |
8.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart