Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IJMAX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS ADV) | 0.26% | 0.33% | -4.41% | 3.94% | 2.04% | 6.63% | 5.81% | 7.25% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJMAX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS ADV) | 10/21/2002 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 10/21/2002.
AR inception is since 10/21/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.79 | 0.33 | -4.41 | 3.94 | 2.04 | 6.63 | 5.81 | 7.25 | 0.26 | 7.07 | -0.71 | -24.02 | 24.57 | -8.76 | 25.68 | -12.44 | 13.42 | 14.42 | -3.27 | 14.67 | 31.27 | 19.69 | 1.60 | 22.64 | 25.35 | -33.17 | 2.06 | 16.26 | 8.11 | 16.69 | 28.63 | 1.21 |
| Sharpe Ratio | NA | -0.32 | -0.41 | 0.12 | 0.02 | NA | NA | 0.29 | -0.10 | 0.03 | -0.27 | -0.91 | 1.50 | -0.21 | 2.02 | -0.96 | 1.62 | 1.02 | -0.23 | 1.32 | 2.76 | 1.60 | 0.06 | 1.21 | 0.85 | -0.82 | -0.06 | 1.42 | 0.56 | 1.64 | 2.20 | 0.34 |
| Standard Deviation(%) | NA | 18.46 | 21.35 | 21.37 | 20.93 | NA | NA | 20.11 | 22.54 | 14.06 | 18.77 | 28.01 | 16.38 | 42.68 | 12.01 | 14.41 | 7.93 | 13.97 | 14.51 | 11.11 | 11.32 | 12.37 | 24.27 | 18.61 | 29.88 | 41.63 | 14.70 | 9.21 | 10.68 | 9.63 | 12.68 | 16.10 |
| Draw Down(%) | NA | 19.30 | 34.18 | 37.69 | 43.20 | NA | NA | 55.02 | 16.21 | 9.98 | 22.65 | 32.83 | 9.33 | 43.20 | 7.61 | 21.10 | 3.66 | 10.61 | 11.92 | 8.51 | 5.22 | 7.54 | 21.13 | 14.68 | 29.42 | 48.20 | 10.70 | 6.50 | 7.89 | 5.21 | 10.43 | 4.00 |
| Yield(%) | 0.00 | 0.00 | 0.42 | 0.68 | 5.10 | 7.75 | 6.62 | 9.05 | 0.00 | 0.00 | 0.81 | 0.56 | 0.53 | 0.78 | 15.58 | 9.19 | 10.39 | 10.46 | 14.43 | 6.95 | 4.37 | 0.56 | 0.63 | 0.66 | 2.81 | 9.81 | 5.44 | 0.76 | 7.80 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJMAX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS ADV) |
-14.60%
Feb 2006 - Feb 2009 |
-4.89%
Feb 2004 - Feb 2009 |
1.77%
Apr 2015 - Apr 2025 |
4.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJMAX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS ADV) |
27.27%
Feb 2009 - Feb 2012 |
25.22%
Feb 2009 - Feb 2014 |
15.74%
Feb 2009 - Feb 2019 |
10.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart