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VY Columbia Contrarian Core A (ISBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.95+0.07 (+0.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.76%
5-year average return15.50%
Number of years up17
Number of years down5
Best 1-yr total return (23 June 2024)34.42%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return34.42%
Worst 3-yr total return5.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnISBAXCategory
YTD12.34%5.31%
1-month5.23%-4.19%
3-month4.10%3.90%
1-year30.57%20.31%
3-year9.24%6.48%
5-year16.35%11.78%
10-year12.19%10.96%
Last bull market26.12%25.56%
Last bear market-16.27%-15.11%

Annual total return (%) history

Year
ISBAXCategory
2024
N/AN/A
2023
31.36%22.32%
2022
-18.85%-16.96%
2021
23.62%26.07%
2020
21.22%15.83%
2019
32.41%28.78%
2018
-9.23%-6.27%
2017
21.32%20.44%
2016
8.12%10.37%
2015
2.75%-1.07%
2014
12.50%10.96%
2013
34.42%31.50%
2012
11.99%14.96%
2011
-4.92%-1.27%
2010
11.79%14.01%
2009
31.20%28.17%
2008
-39.35%-37.79%
2007
3.91%6.16%
2006
13.58%14.17%
2005
3.62%5.88%
2004
8.20%10.02%
2003
40.31%27.05%
2002
-24.79%-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.34%N/AN/AN/A
20238.59%10.89%-3.01%12.48%
2022-3.08%-16.27%-5.98%6.36%
20216.92%8.12%-1.16%8.20%
2020-18.38%20.12%8.53%13.92%
201914.04%4.54%1.81%9.10%
2018-2.61%1.67%7.60%-14.80%
20176.73%3.76%4.03%5.31%
20160.37%1.56%4.22%1.77%
20151.17%1.77%-7.46%7.84%
20141.02%5.16%1.45%4.39%
201310.82%2.88%6.72%10.48%
201211.13%-4.19%4.04%1.09%
20114.50%-1.96%-16.29%10.87%
20103.99%-11.22%9.57%10.50%
2009-12.23%20.57%16.43%6.48%
2008-8.82%-3.11%-9.35%-24.26%
20070.36%6.27%-0.39%-2.19%
20062.60%-0.11%3.22%7.36%
2005-3.65%1.46%5.14%0.82%
20043.64%1.17%-5.04%8.66%
2003-0.50%18.43%5.04%13.35%
2002-0.19%-14.64%-23.63%15.59%

Rank in category (by total return)

YTD18
1-month16
3-month23
1-year15
3-year27
5-year12

Load adjusted returns

1-year30.57%
3-year9.24%
5-year16.35%
10-year12.19%