Nasdaq - Delayed Quote USD

VY Invesco Equity and Income S (IUASX)

41.32
-0.13
(-0.31%)
At close: 8:01:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.65%
5y Average Return 10.90%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 23, 2025) 24.64%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 24.64%
Worst 3Y Total Return 4.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IUASX
Category
YTD
-2.91%
9.69%
1-Month
-2.93%
0.91%
3-Month
-6.59%
5.21%
1-Year
4.93%
27.06%
3-Year
5.60%
11.00%
5-Year
10.51%
10.26%
10-Year
6.61%
8.34%
Last Bull Market
13.24%
15.58%
Last Bear Market
-11.41%
-12.16%

Annual Total Return (%) History

Year
IUASX
Category
2025
--
--
2024
11.71%
--
2023
9.97%
--
2022
-7.83%
--
2021
18.30%
--
2020
9.88%
11.72%
2019
19.80%
19.23%
2018
-9.67%
-5.76%

2017
10.62%
13.21%
2016
15.00%
7.34%
2015
-2.31%
-1.93%
2014
8.69%
6.21%
2013
24.64%
16.48%
2012
12.52%
11.72%
2011
-1.33%
-0.11%
2010
12.04%
11.83%
2009
22.37%
24.13%
2008
-23.56%
-28.00%
2007
3.29%
5.99%
2006
12.40%
11.29%
2005
7.77%
5.13%
2004
10.62%
8.86%
2003
27.04%
20.35%
2002
-23.13%
-12.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.02% -- -- --
2024 6.87% -1.56% 6.10% 0.08%
2023 0.37% 3.12% -1.76% 8.15%
2022 -0.96% -11.41% -3.19% 8.51%
2021 8.62% 4.19% -0.00% 4.53%
2020 -20.51% 14.11% 3.78% 16.73%
2019 9.41% 3.16% 0.59% 5.51%
2018 -2.27% 1.11% 3.03% -11.28%
2017 2.29% 1.78% 3.01% 3.14%
2016 -0.88% 2.99% 5.75% 6.52%

2015 0.02% 1.18% -6.49% 3.22%
2014 2.26% 3.64% 0.58% 1.97%
2013 9.52% 2.82% 3.96% 6.46%
2012 7.71% -1.22% 5.21% 0.51%
2011 4.53% -0.48% -12.76% 8.71%
2010 5.71% -9.86% 8.36% 8.50%
2009 -8.05% 10.76% 16.74% 2.93%
2008 -6.21% -2.36% -4.43% -12.66%
2007 0.52% 5.36% -0.34% -2.14%
2006 2.03% 0.08% 5.09% 4.74%
2005 -0.48% 2.23% 4.75% 1.13%
2004 1.35% 0.59% 0.64% 7.82%
2003 -3.31% 14.85% 2.34% 11.78%
2002 0.00% -13.66% -17.53% 7.96%

Rank in Category (By Total Return)

YTD 85
1-Month 97
3-Month 96
1-Year 89
3-Year 71
5-Year 12

Load Adjusted Returns

1-Year 4.93%
3-Year 5.60%
5-Year 10.51%
10-Year 6.61%

Performance & Risk

YTD Return -0.65%
5y Average Return 10.90%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Voya
Net Assets 432.71M
YTD Return -2.91%
Yield 3.25%
Morningstar Rating
Inception Date Dec 10, 2001

Fund Summary

Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in equity and income securities at the time of investment. The Portfolio seeks to achieve its investment objective by investing primarily in income-producing equity instruments (including common stocks, preferred stocks, and convertible securities) and investment-grade quality debt instruments.

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