Nasdaq - Delayed Quote USD
VY JPMorgan Mid Cap Value S (IJMSX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 19.02% |
| 5y Average Return | 10.04% |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2024) | 31.54% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 31.54% |
| Worst 3Y Total Return | 3.58% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IJMSX
Category
- YTD
- 14.03%
- 21.28%
- 1-Month
- -0.44%
- -1.96%
- 3-Month
- 3.40%
- 4.90%
- 1-Year
- 32.59%
- 55.83%
- 3-Year
- 5.85%
- 11.08%
- 5-Year
- 9.45%
- 11.93%
- 10-Year
- 8.19%
- 10.64%
- Last Bull Market
- 27.06%
- 25.54%
- Last Bear Market
- -12.56%
- -22.08%
Annual Total Return (%) History
Year
IJMSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.27% | -5.02% | 10.35% | -- |
| 2023 | -0.33% | 3.89% | -4.76% | 12.09% |
| 2022 | -1.12% | -12.56% | -4.31% | 10.44% |
| 2021 | 15.44% | 5.29% | -1.31% | 7.96% |
| 2020 | -31.87% | 17.94% | 4.38% | 19.56% |
| 2019 | 14.68% | 3.00% | 0.97% | 5.83% |
| 2018 | -1.84% | 1.52% | 3.75% | -15.07% |
| 2017 | 3.98% | 2.26% | 2.08% | 4.78% |
| 2016 | 3.97% | 2.49% | 2.84% | 4.65% |
| 2015 | 3.66% | -2.08% | -7.60% | 3.39% |
| 2014 | 3.17% | 4.77% | -1.76% | 8.29% |
| 2013 | 12.51% | 2.24% | 5.32% | 8.58% |
| 2012 | 11.06% | -0.71% | 5.93% | 2.74% |
| 2011 | 5.98% | 0.88% | -16.15% | 13.58% |
| 2010 | 8.09% | -7.73% | 10.20% | 11.88% |
| 2009 | -13.46% | 16.67% | 17.89% | 5.55% |
| 2008 | -8.23% | -0.83% | -6.21% | -21.54% |
| 2007 | 3.28% | 4.07% | -1.32% | -3.51% |
| 2006 | 6.37% | -0.20% | 3.45% | 6.10% |
| 2005 | 1.44% | 3.19% | 2.77% | 0.84% |
| 2004 | 5.63% | 1.75% | 1.97% | 10.03% |
| 2003 | -1.84% | 13.91% | 4.55% | 11.25% |
| 2002 | -9.66% | 7.52% | -- | -- |
Rank in Category (By Total Return)
| YTD | 27 |
| 1-Month | 23 |
| 3-Month | 10 |
| 1-Year | 26 |
| 3-Year | 66 |
| 5-Year | 66 |
Load Adjusted Returns
| 1-Year | 32.59% |
| 3-Year | 5.85% |
| 5-Year | 9.45% |
| 10-Year | 8.19% |
Performance & Risk
| YTD Return | 19.02% |
| 5y Average Return | 10.04% |
| Rank in Category (ytd) | 27 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Voya |
| Net Assets | 298.56M |
| YTD Return | 14.03% |
| Yield | 0.89% |
| Morningstar Rating | |
| Inception Date | May 01, 2002 |
Fund Summary
Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of mid-capitalization companies. The sub-adviser ("Sub-Adviser") defines mid-capitalization companies as those companies with market capitalizations between $1 billion and $20 billion or the highest market capitalization included in the Russell Midcap? Value Index, whichever is higher, at the time of purchase.
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