Nasdaq - Delayed Quote USD

VY Invesco Growth and Income S2 (IVITX)

21.86
-0.11
(-0.50%)
At close: 8:01:15 PM EDT

Fund Summary

Under normal market conditions, the Portfolio invests primarily in what the sub-adviser believe to be income-producing equity securities, including common stocks and convertible securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.70%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 5

Performance & Risk

YTD Return -1.53%
5y Average Return 15.65%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
IVITXCategory AverageIVITXCategory AverageIVITXCategory Average
Alpha -4.12 -0.01 0.45 -0.03 -3.95 -0.03
BETA 0.96 0.01 0.92 0.01 1.03 0.01
Mean Annual Return 0.7 0.01 1.27 0.01 0.77 0.01
R-squared 78.15 0.78 73.14 0.83 80.18 0.84
Standard Deviation 17.69 0.17 17.3 0.19 17.65 0.16
Sharpe Ratio 0.21 0 0.72 0 0.41 0.01
Treynor Ratio 2.47 0.04 12.93 0.07 5.75 0.08

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