Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVGTX (VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO CLASS S) | -10.36% | -15.72% | 1.59% | -2.62% | 4.77% | 6.38% | 6.86% | … | … |
Data as of 06/10/2026, Common starting date is 12/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVGTX (VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO CLASS S) | 12/18/2003 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | -15.72 | 1.59 | -2.62 | 4.77 | 6.38 | 6.86 | … | … | -10.36 | 0.16 | 8.63 | 16.01 | -25.25 | 11.87 | 4.48 | 29.34 | -1.66 | 25.91 | 5.32 | 6.50 | 4.31 | 19.40 | 15.80 | 9.05 | 13.89 | 29.29 | -28.57 | 9.71 | 21.33 | 10.13 | 12.67 | 2.56 |
| Sharpe Ratio | NA | -1.55 | -0.11 | -0.31 | 0.18 | NA | NA | … | … | -1.71 | -0.20 | 0.51 | 1.08 | -1.11 | 0.87 | 0.14 | 2.43 | -0.22 | 3.48 | 0.37 | 0.44 | 0.41 | 1.79 | 1.31 | 0.49 | 0.94 | 1.37 | -0.91 | 0.49 | 1.90 | 1.01 | 1.26 | 25.33 |
| Standard Deviation(%) | NA | 11.77 | 12.09 | 15.65 | 16.50 | NA | NA | … | … | 14.18 | 13.93 | 9.92 | 11.58 | 24.20 | 13.66 | 30.84 | 11.47 | 14.00 | 7.30 | 13.93 | 14.73 | 10.57 | 10.80 | 12.14 | 18.59 | 14.63 | 21.26 | 32.41 | 13.45 | 9.47 | 7.76 | 9.24 | 4.79 |
| Draw Down(%) | NA | 20.45 | 20.45 | 33.09 | 33.09 | NA | NA | … | … | 16.00 | 11.41 | 6.75 | 10.63 | 32.89 | 10.57 | 30.16 | 5.83 | 12.99 | 3.24 | 8.08 | 10.96 | 8.28 | 6.74 | 10.60 | 11.21 | 12.34 | 23.02 | 38.60 | 9.27 | 6.93 | 4.79 | 6.47 | 0.27 |
| Yield(%) | 0.00 | 28.59 | 15.92 | 8.11 | 9.33 | 9.56 | 9.21 | … | … | 0.00 | 30.65 | 10.18 | 8.79 | 0.51 | 0.71 | 0.72 | 13.06 | 15.91 | 8.27 | 9.89 | 13.71 | 9.69 | 8.24 | 6.98 | 2.52 | 0.47 | 10.91 | 8.36 | 3.09 | 5.82 | 0.22 | 0.00 | 0.55 |
Data as of 06/10/2026, Common starting date is 12/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVGTX (VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO CLASS S) |
-7.80%
Feb 2006 – Feb 2009 |
-2.17%
May 2021 – May 2026 |
4.69%
Mar 2016 – Mar 2026 |
5.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVGTX (VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO CLASS S) |
26.93%
Feb 2009 – Feb 2012 |
21.05%
Feb 2009 – Feb 2014 |
15.40%
Mar 2009 – Mar 2019 |
11.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart