Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| IJSAX (VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO CLASS ADV) | 4.37% | -5.10% | -1.19% | -4.68% | 3.21% | 2.71% | 7.00% | 5.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJSAX (VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO CLASS ADV) | 01/04/2002 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 01/04/2002.
AR inception is since 01/04/2002.
| 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 (%) | 0.22 | -1.19 | -4.68 | 3.21 | 2.71 | 7.00 | 5.64 | 4.37 | -5.10 | 10.39 | 4.01 | -35.36 | 11.76 | 15.84 | 25.97 | -10.82 | 15.17 | 21.17 | -4.02 | 7.94 | 38.52 | 18.24 | -1.60 | 26.27 | 26.74 | -30.14 | -2.09 | 16.24 | -6.75 | 25.49 | -17.08 | -9.27 |
| Sharpe Ratio | NA | -0.30 | -0.36 | 0.07 | 0.05 | NA | NA | 0.13 | -0.53 | 0.21 | -0.01 | -1.04 | 0.56 | 0.36 | 1.67 | -0.72 | 1.30 | 1.22 | -0.25 | 0.53 | 2.88 | 1.20 | -0.05 | 1.16 | 0.84 | -0.72 | -0.26 | 0.81 | -0.47 | 1.58 | -0.49 | -1.25 |
| Standard Deviation(%) | NA | 23.05 | 25.97 | 25.13 | 23.82 | NA | NA | 23.87 | 28.25 | 18.43 | 19.46 | 35.49 | 20.97 | 42.99 | 14.73 | 16.88 | 11.27 | 17.20 | 16.12 | 14.99 | 13.38 | 15.23 | 30.70 | 22.49 | 31.69 | 42.88 | 19.51 | 16.15 | 18.83 | 15.53 | 36.44 | 8.41 |
| Draw Down(%) | NA | 27.00 | 36.62 | 47.51 | 47.51 | NA | NA | 55.27 | 23.78 | 9.13 | 24.61 | 41.28 | 12.80 | 42.87 | 8.86 | 25.72 | 6.14 | 14.33 | 14.55 | 12.62 | 5.25 | 11.42 | 28.12 | 18.38 | 28.59 | 47.11 | 15.23 | 14.21 | 13.69 | 10.05 | 30.73 | 9.27 |
| Yield(%) | 0.00 | 0.05 | 0.01 | 0.01 | 6.08 | 8.97 | 6.95 | 5.39 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 30.36 | 13.02 | 6.13 | 9.93 | 12.32 | 8.74 | 3.73 | 0.12 | 0.36 | 0.24 | 2.67 | 8.56 | 5.73 | 2.65 | 0.00 | 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 |
|---|---|---|---|---|
| IJSAX (VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO CLASS ADV) |
-15.90%
Feb 2006 - Feb 2009 |
-5.98%
Feb 2004 - Feb 2009 |
1.64%
May 2002 - May 2012 |
5.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJSAX (VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO CLASS ADV) |
28.75%
Feb 2009 - Feb 2012 |
26.37%
Feb 2009 - Feb 2014 |
16.85%
Feb 2009 - Feb 2019 |
10.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart