Nasdaq - Delayed Quote USD
VY JPMorgan Mid Cap Value S (IJMSX)
As of 8:05 AM EST. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.54% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IJMSX | Category Average | IJMSX | Category Average | IJMSX | Category Average | |
| Alpha | -2.34 | -0.09 | -4.94 | -0.07 | -4.11 | -0.06 |
| BETA | 0.91 | 0.01 | 1.02 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.61 | 0.01 | 0.94 | 0.01 | 0.78 | 0.01 |
| R-squared | 75.04 | 0.85 | 78.45 | 0.82 | 80.49 | 0.84 |
| Standard Deviation | 17.94 | 0.25 | 20.82 | 0.2 | 17.04 | 0.17 |
| Sharpe Ratio | 0.19 | 0.01 | 0.42 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | 2.03 | 0.08 | 6.77 | 0.09 | 6.38 | 0.09 |
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