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VY Invesco Growth and Income S (IVGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.69+0.08 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.68%
5-year average return10.19%
Number of years up22
Number of years down8
Best 1-yr total return (27 June 2024)33.88%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return33.88%
Worst 3-yr total return3.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVGSXCategory
YTD7.95%4.44%
1-month2.06%-4.04%
3-month2.99%4.09%
1-year24.24%14.37%
3-year6.64%6.04%
5-year11.71%9.20%
10-year8.67%8.57%
Last bull market24.81%22.97%
Last bear market-13.96%-11.27%

Annual total return (%) history

Year
IVGSXCategory
2024
N/AN/A
2023
12.34%11.63%
2022
-5.84%-5.90%
2021
28.96%26.22%
2020
2.90%2.91%
2019
24.73%25.04%
2018
-13.58%-8.53%
2017
13.89%15.94%
2016
19.92%14.81%
2015
-2.93%-4.05%
2014
10.11%10.21%
2013
33.88%31.21%
2012
14.56%14.57%
2011
-2.16%-0.75%
2010
12.50%13.66%
2009
24.02%24.13%
2008
-32.26%-37.09%
2007
2.59%1.42%
2006
15.99%18.15%
2005
10.07%5.95%
2004
14.12%12.97%
2003
27.87%28.44%
2002
-14.76%-18.69%
2001
-11.95%-4.99%
2000
-2.11%7.87%
1999
15.88%6.72%
1998
14.13%12.00%
1997
29.82%26.61%
1996
20.65%20.08%
1995
31.06%32.39%
1994
0.59%-0.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.45%N/AN/AN/A
2023-0.75%5.09%-1.89%9.78%
20221.30%-13.96%-3.70%12.18%
202113.73%5.29%0.33%7.35%
2020-31.05%16.78%4.62%22.15%
201912.47%3.21%0.06%7.39%
2018-2.81%1.48%4.27%-15.97%
20172.34%2.03%4.31%4.56%
2016-2.13%3.40%7.33%10.41%
2015-0.60%2.50%-9.31%5.05%
20142.47%4.29%0.91%2.12%
201312.63%4.37%4.69%8.79%
20129.91%-2.21%6.27%0.30%
20115.39%-0.87%-16.79%12.55%
20107.14%-14.58%10.17%11.57%
2009-13.24%14.02%21.49%3.19%
2008-9.84%-3.18%-3.53%-19.56%
2007-0.04%7.54%-1.51%-3.10%
20062.88%0.04%5.88%6.44%
2005-0.08%2.42%5.81%1.65%
20041.91%1.43%0.26%10.11%
2003-5.05%16.20%2.31%13.27%
20024.51%-8.30%-17.94%8.40%
2001-14.11%5.29%-12.12%10.79%
20000.40%1.52%-2.09%-1.91%
19993.36%8.57%-6.15%10.04%
199812.77%1.37%-14.88%17.29%
19972.15%16.10%4.12%5.13%
19966.24%3.54%3.65%5.82%
19957.24%4.84%7.31%8.64%
1994-3.30%1.00%4.17%-1.14%

Rank in category (by total return)

YTD47
1-month88
3-month70
1-year35
3-year44
5-year44

Load adjusted returns

1-year24.24%
3-year6.64%
5-year11.71%
10-year8.67%