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VPCAX: VY(R) FIDELITY VIP CONTRAFUND PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/17/2006 |
Last Dividend Date: | 08/26/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.45% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/17/2006 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.2 | 7.0 | 6.3 | 4.9 | -1.0 | 12.0 | 30.3 | 15.5 | -3.3 | 16.3 | 40.1 | -45.2 | 15.8 | 7.5 |
Sharpe Ratio | NA | 0.44 | 0.6 | 0.88 | 0.27 | 0.27 | 0.43 | -0.07 | 0.98 | 2.64 | 1.15 | -0.13 | 0.81 | 1.35 | -1.18 | 0.77 | 0.76 |
Draw Down(%) | NA | 16.0 | 18.4 | 18.4 | 57.9 | 57.9 | 13.4 | 13.4 | 7.8 | 5.8 | 11.3 | 21.6 | 15.9 | 24.3 | 53.4 | 9.6 | 7.0 |
Standard Deviation(%) | NA | 14.2 | 13.3 | 14.0 | 21.6 | 21.2 | 14.1 | 14.3 | 12.2 | 11.5 | 13.5 | 25.0 | 20.0 | 29.6 | 39.0 | 16.7 | 11.7 |
Treynor Ratio | NA | 0.07 | 0.09 | 0.14 | 0.08 | 0.08 | 0.07 | -0.01 | 0.14 | 0.31 | 0.16 | -0.03 | 0.19 | 0.6 | -0.84 | 0.17 | 0.1 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.08 | -0.13 | 0.04 | -0.02 |
Beta | NA | 0.88 | 0.84 | 0.9 | 0.72 | 0.73 | 0.88 | 0.81 | 0.83 | 0.98 | 0.98 | 0.99 | 0.83 | 0.67 | 0.55 | 0.75 | 0.88 |
RSquared | NA | 0.8 | 0.73 | 0.8 | 0.5 | 0.51 | 0.79 | 0.76 | 0.62 | 0.9 | 0.87 | 0.88 | 0.57 | 0.38 | 0.34 | 0.5 | 0.61 |
Yield(%) | N/A | 22.2 | 9.7 | 8.4 | 6.3 | N/A | 22.3 | 2.6 | 0.4 | 0.7 | 0.3 | 0.5 | 0.7 | 3.7 | 21.4 | 6.1 | 0.0 |
Dividend Growth(%) | N/A | 715.4 | 2162.5 | -11.8 | N/A | N/A | 715.4 | 680.0 | -37.5 | 166.7 | -40.0 | -16.7 | -72.7 | -92.9 | 281.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/2006
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