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VY T. Rowe Price Divers Mid Cap Gr I (IAXIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.74+0.09 (+0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.00%
5-year average return9.67%
Number of years up17
Number of years down5
Best 1-yr total return (18 Apr 2024)46.41%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return46.41%
Worst 3-yr total return1.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIAXIXCategory
YTD11.14%10.80%
1-month2.33%4.43%
3-month11.14%7.00%
1-year24.68%48.17%
3-year4.99%21.26%
5-year11.92%20.18%
10-year11.73%14.07%
Last bull market37.42%27.14%
Last bear market-18.69%-21.26%

Annual total return (%) history

Year
IAXIXCategory
2024
N/AN/A
2023
20.96%N/A
2022
-24.34%N/A
2021
13.80%N/A
2020
31.84%39.26%
2019
37.20%32.52%
2018
-3.23%-6.65%
2017
24.81%23.91%
2016
7.41%6.03%
2015
2.02%-0.95%
2014
11.82%7.00%
2013
35.18%34.93%
2012
16.13%14.07%
2011
-3.71%-3.96%
2010
28.51%24.61%
2009
46.41%39.11%
2008
-43.15%-43.77%
2007
13.39%15.09%
2006
9.10%9.00%
2005
9.26%9.84%
2004
8.92%13.23%
2003
44.81%35.96%
2002
-29.90%-27.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.14%N/AN/AN/A
20237.83%6.72%-6.06%11.90%
2022-12.62%-18.69%0.63%5.81%
20210.00%9.47%0.16%3.78%
2020-21.52%30.38%7.41%19.97%
201919.23%7.11%-0.91%8.41%
20182.68%3.03%6.98%-14.50%
20177.48%4.92%4.46%5.96%
2016-0.19%1.98%4.58%0.91%
20156.43%0.00%-8.31%4.54%
20142.23%2.43%-0.22%7.03%
201311.53%1.74%10.23%8.08%
201215.39%-5.04%4.50%1.41%
20117.91%0.65%-20.24%11.16%
20107.30%-9.31%15.08%14.75%
2009-2.17%19.56%18.07%6.02%
2008-10.92%5.78%-16.62%-27.63%
20073.25%7.88%3.51%-1.65%
20067.05%-5.08%0.14%7.21%
2005-3.35%2.44%5.76%4.34%
20044.46%1.03%-8.07%12.26%
20031.37%20.08%5.14%13.15%
2002-3.57%-13.37%-18.56%3.02%

Rank in category (by total return)

YTD28
1-month61
3-month28
1-year41
3-year18
5-year28

Load adjusted returns

1-year24.68%
3-year4.99%
5-year11.92%
10-year11.73%