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Vy Columbia Contrarian Core Portfolio Initial: (MF: ISFIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:50 PM ET

$17.65 USD

+0.03 (0.17%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.13 70
3 months -0.43 64
6 months 4.50 56
1 Year 14.45 48
3 Year 21.36 26
5 Year 12.86 20
10 Year 14.59 31

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.64
Bull Market (2/09 - 3/21) 1,081.08

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.37
5 Year 13.72
10 Year 14.05
Since Inception 10.23

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.72 11.50 7.68 2.59
2024 10.47 5.34 1.70 2.38
2023 8.75 11.06 -2.93 12.67
2022 -2.93 -16.17 -5.85 6.36
2021 7.04 8.27 -1.04 8.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.1317.3821.1932.11-18.5124.2221.7733.01-8.7621.948.61
% Total Return Rel to Index -0.91-0.84-3.825.87-0.31-4.453.371.52-4.360.15-3.32
% Total Return Rel to Peer -0.994.661.809.111.182.171.864.58-1.901.260.79
% Perf Quintile vs Peer* 4.002.000.002.003.003.003.002.004.003.003.00
% Dividends 0.000.100.070.310.110.130.010.510.270.290.83
% Yield 0.000.470.420.600.560.510.051.931.171.073.35
Capital Gains ($) 0.001.380.005.923.182.480.547.902.481.362.02
Expense Ratio 0.000.700.700.710.720.730.720.730.710.700.69

* 1 = Top 20%, 5 = Bottom 20%