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ISFIX: VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 19.84 0.58(2.84%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 08/22/2002 |
| Last Dividend Date: | 08/04/2025 |
| 12-Mo. Yield | 8.59% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/22/2002 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 7.0 | 23.7 | 20.8 | 6.5 | 11.1 | 11.2 | 8.7 | 9.2 | 17.6 | 23.3 | 31.9 | -31.2 | 11.7 | 18.2 | 32.8 | -9.9 | 22.0 | 8.6 | 3.2 | 13.2 | 35.2 | 12.6 | -4.5 | 12.3 | 32.0 | -39.1 | 4.4 | 14.2 | 3.9 | 8.7 | 38.7 | -5.2 |
| Sharpe Ratio | NA | 1.01 | 1.65 | 1.15 | 0.21 | 0.49 | NA | NA | 0.4 | 0.77 | 1.55 | 2.13 | -1.15 | 0.69 | 0.53 | 2.48 | -0.66 | 3.08 | 0.62 | 0.2 | 1.12 | 3.06 | 0.93 | -0.2 | 0.67 | 1.03 | -0.93 | 0.08 | 1.1 | 0.17 | 0.58 | 2.2 | -0.5 |
| Draw Down(%) | NA | 10.1 | 10.1 | 20.0 | 39.5 | 39.5 | NA | NA | 57.6 | 20.0 | 8.9 | 9.4 | 36.0 | 13.5 | 32.5 | 7.0 | 21.1 | 2.2 | 10.4 | 12.0 | 8.3 | 5.6 | 10.4 | 22.3 | 15.1 | 29.1 | 50.0 | 9.9 | 7.3 | 7.4 | 12.0 | 14.8 | 23.9 |
| Standard Deviation(%) | NA | 14.4 | 12.7 | 15.2 | 19.0 | 19.1 | NA | NA | 19.8 | 19.2 | 12.7 | 13.4 | 28.4 | 17.0 | 33.9 | 12.6 | 17.2 | 7.0 | 13.5 | 16.3 | 11.8 | 11.5 | 13.5 | 23.3 | 18.2 | 31.0 | 43.0 | 15.5 | 9.9 | 9.8 | 13.3 | 17.2 | 29.7 |
| Treynor Ratio | NA | 0.14 | 0.21 | 0.17 | 0.04 | 0.1 | NA | NA | 0.08 | 0.14 | 0.2 | 0.29 | -0.35 | 0.12 | 0.18 | 0.31 | -0.11 | 0.21 | 0.08 | 0.04 | 0.13 | 0.35 | 0.12 | -0.05 | 0.12 | 0.29 | -0.38 | 0.01 | 0.12 | 0.02 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.02 | -0.06 | -0.04 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA |
| Beta | NA | 1.01 | 1.02 | 1.0 | 0.97 | 0.98 | NA | NA | 1.0 | 1.02 | 0.98 | 0.99 | 0.92 | 0.96 | 0.97 | 1.0 | 0.99 | 1.01 | 1.02 | 0.82 | 1.02 | 1.01 | 1.01 | 0.97 | 0.99 | 1.12 | 1.04 | 0.96 | 0.87 | 0.92 | 1.14 | NA | NA |
| RSquared | NA | 0.97 | 0.97 | 0.98 | 0.78 | 0.88 | NA | NA | 0.86 | 0.99 | 0.98 | 0.96 | 0.67 | 0.59 | 0.98 | 0.98 | 0.98 | 0.94 | 0.98 | 0.59 | 0.98 | 0.96 | 0.93 | 0.97 | 0.98 | 0.97 | 0.98 | 0.96 | 0.81 | 0.92 | 0.83 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 8.5 | 14.6 | 7.0 | 10.2 | 11.4 | 8.7 | N/A | 8.7 | 2.6 | 39.4 | 0.5 | 0.7 | 0.1 | 41.9 | 10.0 | 7.6 | 12.8 | 12.4 | 13.9 | 1.8 | 0.6 | 1.2 | 0.6 | 1.0 | 1.6 | 0.8 | 7.5 | 0.0 | 0.0 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 309.1 | 2950.2 | -46.0 | 153.8 | N/A | N/A | N/A | 309.1 | -94.2 | 5417.7 | -19.3 | 1066.7 | -99.9 | 239.8 | 49.6 | -42.1 | -6.6 | -12.2 | 885.3 | 240.4 | -52.3 | 118.0 | -18.0 | -63.5 | 124.2 | -89.6 | 35750.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/22/2002
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