Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VYRDX (VY Columbia Small Cap Value Ii Port Cl R) | 18.32% | 35.60% | 16.28% | 8.10% | 10.71% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VYRDX (VY Columbia Small Cap Value Ii Port Cl R) | 05/05/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | 35.60 | 16.28 | 8.10 | 10.71 | NA | NA | … | … | 18.32 | 8.87 | 11.22 | 14.23 | -13.51 | 34.58 | 10.16 | 20.33 | -17.57 | 11.20 | 24.22 |
| Sharpe Ratio | NA | 2.01 | 0.71 | 0.24 | 0.38 | NA | NA | … | … | 2.32 | 0.28 | 0.41 | 0.54 | -0.59 | 1.49 | 0.21 | 1.19 | -1.10 | 0.83 | 2.44 |
| Standard Deviation(%) | NA | 17.07 | 19.39 | 21.13 | 23.54 | NA | NA | … | … | 17.33 | 21.50 | 18.67 | 19.58 | 25.34 | 23.22 | 46.59 | 15.87 | 17.33 | 12.78 | 15.91 |
| Draw Down(%) | NA | 9.48 | 27.29 | 27.29 | 49.00 | NA | NA | … | … | 9.48 | 23.22 | 9.92 | 15.43 | 23.22 | 11.70 | 45.59 | 12.06 | 27.25 | 6.93 | 8.09 |
| Yield(%) | 0.00 | 24.42 | 14.23 | 9.61 | 10.09 | 6.99 | 5.24 | … | … | 0.00 | 23.25 | 11.24 | 8.20 | 12.65 | 1.03 | 4.47 | 14.46 | 10.73 | 4.70 | 5.04 |
Data as of 06/10/2026, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VYRDX (VY Columbia Small Cap Value Ii Port Cl R) |
-11.10%
Mar 2017 – Mar 2020 |
3.63%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VYRDX (VY Columbia Small Cap Value Ii Port Cl R) |
26.30%
Mar 2020 – Mar 2023 |
18.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart