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VY Morgan Stanley Global Franchise S2 (IGFSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.31+0.02 (+0.12%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.08%
5-year average return8.44%
Number of years up18
Number of years down3
Best 1-yr total return (15 May 2024)29.15%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return29.15%
Worst 3-yr total return4.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIGFSXCategory
YTD-1.02%12.08%
1-month-5.54%0.64%
3-month-3.00%6.49%
1-year4.63%38.01%
3-year2.47%12.74%
5-year7.21%12.82%
10-year8.84%9.05%
Last bull market16.87%18.82%
Last bear market-10.36%-20.53%

Annual total return (%) history

Year
IGFSXCategory
2024
N/AN/A
2023
15.80%N/A
2022
-17.72%N/A
2021
21.53%N/A
2020
13.06%12.96%
2019
29.15%25.26%
2018
-1.89%-10.06%
2017
25.69%22.28%
2016
5.16%6.93%
2015
6.17%-0.92%
2014
4.12%3.67%
2013
19.28%24.08%
2012
15.53%14.39%
2011
8.92%-7.19%
2010
13.82%14.49%
2009
28.58%34.45%
2008
-28.66%-41.13%
2007
9.56%12.16%
2006
21.13%19.88%
2005
11.19%10.91%
2004
12.51%16.90%
2003
25.94%34.18%
2002
N/A-14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.79%N/AN/AN/A
20236.13%4.95%-4.99%9.43%
2022-9.21%-10.36%-8.75%10.80%
20211.18%8.33%-0.34%11.25%
2020-13.15%15.88%6.54%5.45%
201915.01%5.03%0.01%6.91%
2018-1.12%4.20%4.78%-9.11%
20179.91%5.91%0.10%7.86%
20163.46%2.98%0.65%-1.93%
20150.53%3.02%-2.77%5.44%
20140.55%4.52%-1.92%1.00%
20138.51%-0.45%3.76%6.43%
201212.12%-3.48%5.98%0.74%
20113.95%7.81%-7.00%4.50%
20105.61%-8.27%12.18%4.73%
2009-11.73%18.20%15.93%6.30%
2008-6.64%-7.94%-4.66%-12.94%
20075.87%2.92%-0.82%1.38%
20065.50%2.26%6.19%5.74%
20052.70%0.93%5.10%2.07%
20041.88%3.07%-4.51%12.21%
2003-7.61%15.03%2.74%15.35%
20020.45%N/AN/AN/A

Rank in category (by total return)

YTD91
1-month98
3-month99
1-year91
3-year71
5-year70

Load adjusted returns

1-year4.63%
3-year2.47%
5-year7.21%
10-year8.84%