Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUAIX (VY(R) INVESCO EQUITY AND INCOME PORTFOLIO CLASS I) | 5.79% | 17.89% | 13.62% | 3.62% | 6.83% | 7.37% | 6.59% | … | … |
Data as of 06/05/2026, Common starting date is 08/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUAIX (VY(R) INVESCO EQUITY AND INCOME PORTFOLIO CLASS I) | 08/22/2002 | 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 | 17.89 | 13.62 | 3.62 | 6.83 | 7.37 | 6.59 | … | … | 5.79 | 13.11 | 11.87 | 10.23 | -20.87 | 17.47 | 5.07 | 20.06 | -9.55 | 10.92 | 15.28 | -2.05 | 8.97 | 24.96 | 12.81 | -1.12 | 12.32 | 22.69 | -23.43 | 3.56 | 12.67 | 8.05 | 10.25 | 26.78 | -8.65 |
| Sharpe Ratio | NA | 1.87 | 1.07 | 0.08 | 0.38 | NA | NA | … | … | 1.25 | 0.87 | 1.01 | 0.71 | -1.06 | 1.58 | 0.18 | 2.24 | -1.02 | 1.71 | 1.35 | -0.19 | 1.09 | 2.93 | 1.49 | -0.07 | 0.92 | 1.21 | -1.02 | 0.04 | 1.40 | 0.85 | 1.01 | 1.53 | -0.85 |
| Standard Deviation(%) | NA | 8.16 | 9.67 | 12.93 | 13.61 | NA | NA | … | … | 9.22 | 11.81 | 8.15 | 9.29 | 21.16 | 11.02 | 25.97 | 8.29 | 10.80 | 6.04 | 11.16 | 10.97 | 8.22 | 8.52 | 8.64 | 16.72 | 13.32 | 18.64 | 23.84 | 9.79 | 6.63 | 6.83 | 9.16 | 17.04 | 27.58 |
| Draw Down(%) | NA | 5.53 | 12.41 | 28.63 | 29.60 | NA | NA | … | … | 5.53 | 12.18 | 5.31 | 8.08 | 28.63 | 5.10 | 29.60 | 5.04 | 16.99 | 2.95 | 9.91 | 9.60 | 6.73 | 4.40 | 6.66 | 17.14 | 12.75 | 18.40 | 33.29 | 6.64 | 4.97 | 4.04 | 5.91 | 13.84 | 19.41 |
| Yield(%) | 0.00 | 30.80 | 16.94 | 8.59 | 8.20 | 8.37 | 7.18 | … | … | 0.00 | 31.27 | 10.74 | 8.02 | 1.41 | 1.65 | 1.80 | 8.17 | 7.82 | 4.81 | 6.70 | 9.93 | 4.42 | 1.62 | 2.52 | 2.27 | 1.96 | 2.14 | 9.72 | 5.37 | 5.53 | 0.18 | 0.00 | 0.00 | 0.02 |
Data as of 06/05/2026, Common starting date is 08/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUAIX (VY(R) INVESCO EQUITY AND INCOME PORTFOLIO CLASS I) |
-8.48%
Feb 2006 – Feb 2009 |
-2.06%
Feb 2004 – Feb 2009 |
4.11%
Oct 2013 – Oct 2023 |
4.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUAIX (VY(R) INVESCO EQUITY AND INCOME PORTFOLIO CLASS I) |
18.17%
Feb 2009 – Feb 2012 |
17.45%
Feb 2009 – Feb 2014 |
11.49%
Feb 2009 – Feb 2019 |
9.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart