Singapore markets closed

VY JPMorgan Mid Cap Value I (IJMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.09-0.08 (-0.49%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.70%
5-year average return9.05%
Number of years up17
Number of years down4
Best 1-yr total return (21 May 2024)31.89%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return31.89%
Worst 3-yr total return3.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIJMIXCategory
YTD3.45%21.28%
1-month-5.34%-1.96%
3-month3.93%4.90%
1-year15.24%55.83%
3-year3.68%11.08%
5-year7.73%11.93%
10-year8.08%10.64%
Last bull market27.16%25.54%
Last bear market-12.53%-22.08%

Annual total return (%) history

Year
IJMIXCategory
2024
N/AN/A
2023
10.89%N/A
2022
-8.39%N/A
2021
29.79%N/A
2020
0.55%2.63%
2019
26.46%25.18%
2018
-11.96%-12.86%
2017
14.04%13.22%
2016
14.94%18.06%
2015
-2.77%-5.41%
2014
15.27%9.31%
2013
31.89%35.14%
2012
20.32%16.60%
2011
2.07%-3.96%
2010
23.29%21.92%
2009
25.90%35.41%
2008
-32.86%-36.77%
2007
2.61%0.83%
2006
16.84%15.87%
2005
8.71%8.82%
2004
20.88%17.85%
2003
30.31%33.85%
2002
N/A-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.28%N/AN/AN/A
2023-0.26%4.02%-4.73%12.19%
2022-1.00%-12.53%-4.24%10.46%
202115.54%5.38%-1.29%7.99%
2020-31.83%18.05%4.39%19.69%
201914.71%3.07%1.01%5.89%
2018-1.77%1.55%3.86%-15.03%
20174.05%2.34%2.16%4.84%
20164.04%2.57%2.87%4.70%
20153.72%-2.03%-7.54%3.48%
20143.24%4.83%-1.70%8.35%
201312.57%2.33%5.39%8.65%
201211.15%-0.64%6.02%2.76%
20116.09%0.95%-16.11%13.61%
20108.14%-7.61%10.23%11.95%
2009-13.40%16.71%18.01%5.56%
2008-8.18%-0.76%-6.12%-21.52%
20073.38%4.10%-1.21%-3.49%
20066.42%-0.13%3.52%6.21%
20051.51%3.25%2.83%0.87%
20045.63%1.83%2.12%10.05%
2003-1.95%14.13%4.55%11.38%
2002-9.76%7.79%N/AN/A

Rank in category (by total return)

YTD34
1-month55
3-month50
1-year45
3-year64
5-year65

Load adjusted returns

1-year15.24%
3-year3.68%
5-year7.73%
10-year8.08%