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IFDSX: VY(R) FMR DIVERSIFIED MID CAP PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/20/2000 |
| Last Dividend Date: | 12/29/2016 |
| 12-Mo. Yield | 0.49% |
| Expenses | 0.91% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/20/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.0 | 5.5 | 8.7 | 6.5 | -13.4 | 11.8 | -1.6 | 6.1 | 36.0 | 14.6 | -11.0 | 28.7 | 39.2 | -39.2 | 14.5 | 12.0 | 7.9 | 24.1 | 33.5 | -19.3 | -6.6 | 7.6 |
| Sharpe Ratio | NA | -0.24 | -0.05 | 0.3 | 0.13 | NA | 0.27 | -0.7 | 0.7 | -0.1 | 0.42 | 2.61 | 1.02 | -0.45 | 1.59 | 1.65 | -1.08 | 0.66 | 0.59 | 0.41 | 1.6 | 2.05 | -0.85 | -0.44 | 84.36 |
| Draw Down(%) | NA | 21.2 | 21.8 | 21.8 | 53.6 | NA | 53.6 | 21.2 | 14.0 | 13.2 | 12.5 | 6.3 | 12.3 | 24.7 | 12.4 | 18.8 | 50.9 | 11.2 | 15.7 | 9.8 | 11.8 | 12.9 | 33.0 | 26.8 | 1.3 |
| Standard Deviation(%) | NA | 33.5 | 26.8 | 26.1 | 29.4 | NA | 20.7 | 33.9 | 16.6 | 16.4 | 14.5 | 13.8 | 14.4 | 24.6 | 18.0 | 23.7 | 37.0 | 17.5 | 14.9 | 14.0 | 14.5 | 16.0 | 24.0 | 20.8 | 24.9 |
| Treynor Ratio | NA | -0.08 | -0.02 | 0.08 | 0.05 | NA | 0.07 | -0.24 | 0.11 | -0.02 | 0.06 | 0.36 | 0.17 | -0.13 | 0.36 | 0.51 | -0.51 | 0.12 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.1 | -0.06 | -0.04 | -0.04 | NA | 0.0 | -0.18 | 0.02 | 0.0 | -0.03 | 0.01 | 0.0 | -0.03 | 0.02 | 0.02 | -0.01 | -0.01 | 0.02 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.96 | 0.93 | 0.95 | 0.83 | NA | 0.83 | 1.01 | 1.01 | 0.8 | 1.03 | 1.0 | 0.87 | 0.85 | 0.79 | 0.77 | 0.78 | 0.98 | 0.85 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.11 | 0.32 | 0.35 | 0.6 | NA | 0.59 | 0.08 | 0.93 | 0.6 | 0.95 | 0.93 | 0.94 | 0.96 | 0.93 | 0.93 | 0.97 | 0.92 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.5 | 8.6 | 11.6 | 6.2 | 10.0 | N/A | 0.0 | 9.4 | 18.0 | 17.0 | 1.0 | 0.7 | 0.2 | 0.5 | 0.6 | 6.9 | 0.6 | 10.1 | 0.0 | 0.1 | 0.0 | 0.2 | 0.2 | 0.2 |
| Dividend Growth(%) | N/A | -94.7 | 26.5 | 619.0 | N/A | N/A | N/A | -100.0 | -58.0 | -5.0 | 2156.8 | 64.9 | 224.1 | -47.3 | 12.2 | -95.3 | 1221.5 | -94.2 | N/A | -100.0 | N/A | -100.0 | -17.4 | 4.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
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