Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IJMIX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS I) | 3.21% | 2.59% | -2.12% | 3.81% | 3.37% | 7.80% | 6.17% | 7.98% |
Data as of 07/28/2025, AR inception is 12/18/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJMIX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS I) | 12/18/2002 | 07/28/2025 |
| 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 (%) | 1.70 | 2.59 | -2.12 | 3.81 | 3.37 | 7.80 | 6.17 | 7.98 | 3.21 | 8.63 | 0.33 | -22.97 | 25.38 | -8.02 | 26.39 | -11.98 | 14.04 | 14.94 | -2.77 | 15.27 | 31.90 | 20.33 | 2.07 | 23.30 | 25.91 | -32.86 | 2.61 | 16.84 | 8.71 | 16.96 | 28.90 | -0.11 |
| Sharpe Ratio | NA | 0.11 | -0.23 | 0.09 | 0.10 | NA | NA | 0.33 | 0.20 | 0.15 | -0.21 | -0.89 | 1.55 | -0.19 | 2.09 | -0.93 | 1.70 | 1.05 | -0.19 | 1.37 | 2.81 | 1.64 | 0.08 | 1.25 | 0.87 | -0.81 | -0.03 | 1.48 | 0.62 | 1.66 | 2.21 | -0.34 |
| Standard Deviation(%) | NA | 18.37 | 20.36 | 20.22 | 20.82 | NA | NA | 20.00 | 19.72 | 13.87 | 18.50 | 27.50 | 16.33 | 42.56 | 11.98 | 14.41 | 7.93 | 13.97 | 14.52 | 11.10 | 11.36 | 12.45 | 24.25 | 18.55 | 29.80 | 41.48 | 14.67 | 9.21 | 10.61 | 9.65 | 12.78 | 12.11 |
| Draw Down(%) | NA | 18.61 | 30.13 | 36.30 | 43.18 | NA | NA | 54.68 | 16.12 | 9.73 | 22.01 | 32.00 | 9.03 | 43.18 | 7.49 | 20.91 | 3.58 | 10.56 | 11.66 | 8.48 | 5.19 | 7.50 | 21.07 | 14.64 | 29.43 | 48.09 | 10.56 | 6.43 | 7.74 | 5.18 | 10.30 | 1.61 |
| Yield(%) | 0.00 | 1.06 | 0.99 | 1.26 | 5.53 | 8.64 | 6.55 | 9.71 | 0.00 | 1.15 | 1.24 | 0.93 | 1.09 | 1.15 | 15.67 | 9.42 | 10.65 | 10.74 | 14.61 | 7.33 | 4.80 | 1.06 | 1.09 | 1.11 | 3.26 | 10.67 | 5.68 | 0.77 | 8.11 | 0.00 | 0.00 | 0.32 |
Data as of 07/28/2025, AR inception is 12/18/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJMIX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS I) |
-14.18%
Feb 2006 - Feb 2009 |
-4.45%
Feb 2004 - Feb 2009 |
2.58%
Apr 2015 - Apr 2025 |
5.21%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJMIX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS I) |
27.89%
Feb 2009 - Feb 2012 |
25.84%
Feb 2009 - Feb 2014 |
16.32%
Feb 2009 - Feb 2019 |
11.44%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart