Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IJMSX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS S) | 1.64% | 12.61% | 0.36% | 4.89% | 3.29% | 8.18% | 5.84% | 7.61% |
Data as of 07/01/2025, AR inception is 10/18/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJMSX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS S) | 10/18/2002 | 07/01/2025 |
| 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 (%) | 1.77 | 12.61 | 0.36 | 4.89 | 3.29 | 8.18 | 5.84 | 7.61 | 1.64 | 7.37 | -0.13 | -23.45 | 25.04 | -8.38 | 26.09 | -12.26 | 13.73 | 14.69 | -3.04 | 14.99 | 31.54 | 20.01 | 1.82 | 22.97 | 25.65 | -33.04 | 2.34 | 16.52 | 0.65 | 16.82 | 28.82 | 2.44 |
| Sharpe Ratio | NA | 0.41 | -0.19 | 0.15 | 0.08 | NA | NA | 0.31 | -0.14 | 0.06 | -0.24 | -0.90 | 1.53 | -0.20 | 2.06 | -0.95 | 1.65 | 1.03 | -0.21 | 1.35 | 2.78 | 1.62 | 0.07 | 1.23 | 0.85 | -0.81 | -0.04 | 1.45 | -0.12 | 1.63 | 2.21 | 0.73 |
| Standard Deviation(%) | NA | 17.19 | 20.17 | 20.19 | 20.76 | NA | NA | 20.04 | 20.61 | 13.97 | 18.57 | 27.64 | 16.36 | 42.64 | 11.97 | 14.36 | 7.99 | 14.01 | 14.51 | 11.08 | 11.34 | 12.43 | 24.32 | 18.53 | 29.97 | 41.55 | 14.65 | 9.18 | 12.70 | 9.75 | 12.73 | 16.40 |
| Draw Down(%) | NA | 18.73 | 30.65 | 36.87 | 43.20 | NA | NA | 54.84 | 16.17 | 9.88 | 22.23 | 32.33 | 9.21 | 43.20 | 7.56 | 21.05 | 3.66 | 10.53 | 11.79 | 8.46 | 5.18 | 7.54 | 21.08 | 14.72 | 29.45 | 48.16 | 10.61 | 6.46 | 8.09 | 5.27 | 10.41 | 4.10 |
| Yield(%) | 0.00 | 6.16 | 2.38 | 2.18 | 5.67 | 9.34 | 6.42 | 9.42 | 0.00 | 6.32 | 1.00 | 0.74 | 0.79 | 0.96 | 15.55 | 9.26 | 10.47 | 10.56 | 14.48 | 7.10 | 4.55 | 0.80 | 0.84 | 0.86 | 3.01 | 10.33 | 5.50 | 0.76 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 10/18/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJMSX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS S) |
-14.41%
Feb 2006 - Feb 2009 |
-6.10%
Feb 2004 - Feb 2009 |
2.41%
Oct 2013 - Oct 2023 |
4.90%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJMSX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS S) |
27.61%
Feb 2009 - Feb 2012 |
25.55%
Feb 2009 - Feb 2014 |
16.03%
Feb 2009 - Feb 2019 |
10.63%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart