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VY JPMorgan Mid Cap Value A (IJMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.85-0.17 (-1.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.92%
5-year average return7.88%
Number of years up17
Number of years down4
Best 1-yr total return (24 Jun 2024)31.26%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return31.26%
Worst 3-yr total return3.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIJMAXCategory
YTD6.02%21.28%
1-month2.64%-1.96%
3-month1.88%4.90%
1-year22.75%55.83%
3-year3.53%11.08%
5-year9.29%11.93%
10-year7.60%10.64%
Last bull market26.94%25.54%
Last bear market-12.62%-22.08%

Annual total return (%) history

Year
IJMAXCategory
2024
N/AN/A
2023
10.28%N/A
2022
-8.84%N/A
2021
29.15%N/A
2020
0.08%2.63%
2019
25.81%25.18%
2018
-12.37%-12.86%
2017
13.41%13.22%
2016
14.42%18.06%
2015
-3.27%-5.41%
2014
14.66%9.31%
2013
31.26%35.14%
2012
19.69%16.60%
2011
1.60%-3.96%
2010
22.63%21.92%
2009
25.34%35.41%
2008
-33.17%-36.77%
2007
2.06%0.83%
2006
16.26%15.87%
2005
8.11%8.82%
2004
20.31%17.85%
2003
29.68%33.85%
2002
N/A-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.17%N/AN/AN/A
2023-0.41%3.88%-4.84%12.03%
2022-1.14%-12.62%-4.43%10.42%
202115.34%5.25%-1.39%7.88%
2020-31.90%17.89%4.25%19.56%
201914.55%2.94%0.87%5.77%
2018-1.87%1.44%3.71%-15.12%
20173.88%2.19%2.06%4.67%
20163.91%2.42%2.78%4.60%
20153.60%-2.15%-7.69%3.36%
20143.05%4.72%-1.83%8.23%
201312.43%2.20%5.21%8.58%
201210.93%-0.71%5.85%2.67%
20115.95%0.82%-16.22%13.53%
20108.05%-7.78%10.10%11.78%
2009-13.42%16.37%17.92%5.49%
2008-8.26%-0.84%-6.29%-21.61%
20073.24%3.99%-1.38%-3.61%
20066.34%-0.27%3.41%6.02%
20051.30%3.21%2.65%0.74%
20045.48%1.76%1.90%10.00%
2003-2.06%13.95%4.47%11.22%
2002-9.77%7.52%N/AN/A

Rank in category (by total return)

YTD52
1-month81
3-month86
1-year55
3-year73
5-year76

Load adjusted returns

1-year22.75%
3-year3.53%
5-year9.29%
10-year7.60%