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VY American Century Sm-Mid Cp Val S2 (ISMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.37-0.07 (-0.67%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.29%
5-year average return9.27%
Number of years up10
Number of years down4
Best 1-yr total return (21 May 2024)31.15%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return31.15%
Worst 3-yr total return4.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnISMSXCategory
YTD0.30%21.28%
1-month-4.28%-1.96%
3-month2.34%4.90%
1-year7.92%55.83%
3-year2.58%11.08%
5-year7.94%11.93%
10-year8.35%10.64%
Last bull market20.86%25.54%
Last bear market-10.81%-22.08%

Annual total return (%) history

Year
ISMSXCategory
2024
N/AN/A
2023
8.59%N/A
2022
-5.77%N/A
2021
27.11%N/A
2020
3.40%2.63%
2019
30.42%25.18%
2018
-14.48%-12.86%
2017
10.96%13.22%
2016
23.93%18.06%
2015
-1.91%-5.41%
2014
12.33%9.31%
2013
31.15%35.14%
2012
16.24%16.60%
2011
-3.33%-3.96%
2010
21.87%21.92%
2009
N/A35.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.78%N/AN/AN/A
20231.48%2.09%-6.04%11.56%
20220.14%-10.81%-6.28%12.58%
202115.99%3.91%-1.42%7.00%
2020-30.22%16.88%4.14%21.73%
201914.03%4.19%2.46%7.13%
2018-1.98%2.58%2.20%-16.78%
20173.33%0.24%2.97%4.03%
20163.53%4.30%4.93%9.38%
20152.03%-0.36%-7.37%4.15%
20143.06%4.75%-3.27%7.57%
201311.45%2.76%5.32%8.73%
201210.43%-3.12%4.85%3.63%
20114.83%-1.73%-16.88%12.90%
20108.43%-8.83%9.45%12.63%
200920.70%20.52%6.31%N/A

Rank in category (by total return)

YTD81
1-month23
3-month76
1-year85
3-year80
5-year59

Load adjusted returns

1-year7.92%
3-year2.58%
5-year7.94%
10-year8.35%