Nasdaq - Delayed Quote USD

VY Morgan Stanley Global Franchise S (IVGTX)

16.59
+0.10
+(0.61%)
At close: May 16 at 8:01:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.35%
5y Average Return 10.31%
Number of Years Up 19
Number of Years Down 3
Best 1Y Total Return (May 16, 2025) 29.34%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 29.34%
Worst 3Y Total Return 1.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IVGTX
Category
YTD
3.01%
12.08%
1-Month
-0.06%
0.64%
3-Month
-2.13%
6.49%
1-Year
13.01%
38.01%
3-Year
7.26%
12.74%
5-Year
9.17%
12.82%
10-Year
9.65%
9.05%
Last Bull Market
13.01%
18.82%
Last Bear Market
-10.39%
-20.53%

Annual Total Return (%) History

Year
IVGTX
Category
2025
--
--
2024
8.67%
--
2023
15.91%
--
2022
-17.58%
--
2021
21.66%
--
2020
13.28%
12.96%
2019
29.34%
25.26%
2018
-1.69%
-10.06%

2017
25.81%
22.28%
2016
5.30%
6.93%
2015
6.36%
-0.92%
2014
4.25%
3.67%
2013
19.42%
24.08%
2012
15.79%
14.39%
2011
9.05%
-7.19%
2010
13.89%
14.49%
2009
28.90%
34.45%
2008
-28.57%
-41.13%
2007
9.71%
12.16%
2006
21.33%
19.88%
2005
11.30%
10.91%
2004
12.67%
16.90%
2003
26.24%
34.18%
2002
--
-14.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.08% -- -- --
2024 4.85% -1.98% 9.47% -3.41%
2023 6.19% 5.00% -5.01% 9.44%
2022 -9.14% -10.39% -8.64% 10.80%
2021 1.17% 8.40% -0.31% 11.28%
2020 -13.13% 15.98% 6.50% 5.57%
2019 15.07% 5.04% 0.05% 6.96%
2018 -1.06% 4.27% 4.82% -9.09%
2017 9.96% 5.98% 0.09% 7.86%
2016 3.50% 3.02% 0.70% -1.92%

2015 0.58% 3.06% -2.70% 5.46%
2014 0.55% 4.60% -1.91% 1.06%
2013 8.45% -0.39% 3.85% 6.45%
2012 12.19% -3.41% 6.01% 0.80%
2011 4.00% 7.83% -6.93% 4.47%
2010 5.57% -8.22% 12.18% 4.78%
2009 -11.66% 18.30% 15.88% 6.44%
2008 -6.60% -7.89% -4.62% -12.95%
2007 5.90% 2.97% -0.81% 1.43%
2006 5.55% 2.32% 6.21% 5.78%
2005 2.69% 1.00% 5.14% 2.06%
2004 1.87% 3.06% -4.50% 12.37%
2003 -7.61% 15.15% 2.74% 15.51%
2002 -9.29% 0.45% -- --

Rank in Category (By Total Return)

YTD 15
1-Month 76
3-Month 25
1-Year 19
3-Year 77
5-Year 90

Load Adjusted Returns

1-Year 13.01%
3-Year 7.26%
5-Year 9.17%
10-Year 9.65%

Performance & Risk

YTD Return 6.35%
5y Average Return 10.31%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Voya
Net Assets 275.17M
YTD Return 3.01%
Yield 0.51%
Morningstar Rating
Inception Date Dec 29, 2006

Fund Summary

The fund invests primarily in equity securities of issuers located throughout the world that the advisor believes have, among other things, sustainable competitive advantages, capable management and financial strength. It typically invests in issuers of equity securities with a market capitalization greater than $2 billion. The sub-adviser emphasizes individual stock selection and seeks to identify high quality companies located throughout the world, including both developed and emerging market countries. It is non-diversified.

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