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VY American Century Sm-Mid Cp Val A (IASAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.99-0.04 (-0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.40%
5-year average return7.68%
Number of years up15
Number of years down6
Best 1-yr total return (4 Jul 2024)35.20%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return35.20%
Worst 3-yr total return4.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIASAXCategory
YTD0.40%21.28%
1-month-2.33%-1.96%
3-month-4.10%4.90%
1-year5.17%55.83%
3-year2.64%11.08%
5-year8.10%11.93%
10-year7.67%10.64%
Last bull market20.83%25.54%
Last bear market-10.89%-22.08%

Annual total return (%) history

Year
IASAXCategory
2024
N/AN/A
2023
8.52%N/A
2022
-5.85%N/A
2021
26.94%N/A
2020
3.35%2.63%
2019
30.17%25.18%
2018
-14.49%-12.86%
2017
10.90%13.22%
2016
23.69%18.06%
2015
-1.97%-5.41%
2014
12.15%9.31%
2013
31.12%35.14%
2012
16.07%16.60%
2011
-3.47%-3.96%
2010
21.80%21.92%
2009
35.20%35.41%
2008
-26.69%-36.77%
2007
-3.17%0.83%
2006
15.13%15.87%
2005
7.65%8.82%
2004
21.03%17.85%
2003
35.08%33.85%
2002
N/A-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.69%-4.10%N/AN/A
20231.48%2.09%-6.11%11.57%
20220.14%-10.89%-6.29%12.59%
202115.88%3.91%-1.40%6.92%
2020-30.22%16.88%4.11%21.71%
201913.90%4.19%2.49%7.03%
2018-1.97%2.58%2.15%-16.75%
20173.41%0.24%2.93%3.94%
20163.52%4.29%4.85%9.26%
20152.03%-0.35%-7.41%4.15%
20143.04%4.72%-3.29%7.47%
201311.48%2.75%5.26%8.75%
201210.38%-3.11%4.84%3.52%
20114.73%-1.72%-16.88%12.83%
20108.29%-8.71%9.33%12.69%
2009-12.45%20.70%20.52%6.16%
2008-6.67%-2.38%1.05%-20.37%
20072.92%5.17%-4.09%-6.72%
20068.60%-4.91%3.72%7.49%
2005-0.99%3.25%4.08%1.18%
20045.79%3.44%-1.45%12.23%
2003-4.92%18.50%4.92%14.27%
2002-19.16%5.42%N/AN/A

Rank in category (by total return)

YTD85
1-month66
3-month58
1-year90
3-year83
5-year66

Load adjusted returns

1-year5.17%
3-year2.64%
5-year8.10%
10-year7.67%