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VY JPMorgan Mid Cap Value S (IJMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.25-0.01 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.18%
5-year average return7.35%
Number of years up17
Number of years down4
Best 1-yr total return (2 Jul 2024)31.54%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.54%
Worst 3-yr total return3.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIJMSXCategory
YTD3.79%21.28%
1-month-2.23%-1.96%
3-month-5.02%4.90%
1-year10.80%55.83%
3-year3.76%11.08%
5-year7.78%11.93%
10-year7.34%10.64%
Last bull market27.06%25.54%
Last bear market-12.56%-22.08%

Annual total return (%) history

Year
IJMSXCategory
2024
N/AN/A
2023
10.54%N/A
2022
-8.62%N/A
2021
29.51%N/A
2020
0.28%2.63%
2019
26.21%25.18%
2018
-12.19%-12.86%
2017
13.73%13.22%
2016
14.69%18.06%
2015
-3.04%-5.41%
2014
14.99%9.31%
2013
31.54%35.14%
2012
20.02%16.60%
2011
1.82%-3.96%
2010
22.97%21.92%
2009
25.65%35.41%
2008
-33.04%-36.77%
2007
2.34%0.83%
2006
16.52%15.87%
2005
8.49%8.82%
2004
20.59%17.85%
2003
30.05%33.85%
2002
N/A-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.27%-5.02%N/AN/A
2023-0.33%3.89%-4.76%12.09%
2022-1.12%-12.56%-4.31%10.44%
202115.44%5.29%-1.31%7.96%
2020-31.87%17.94%4.38%19.56%
201914.68%3.00%0.97%5.83%
2018-1.84%1.52%3.75%-15.07%
20173.98%2.26%2.08%4.78%
20163.97%2.49%2.84%4.65%
20153.66%-2.08%-7.60%3.39%
20143.17%4.77%-1.76%8.29%
201312.51%2.24%5.32%8.58%
201211.06%-0.71%5.93%2.74%
20115.98%0.88%-16.15%13.58%
20108.09%-7.73%10.20%11.88%
2009-13.46%16.67%17.89%5.55%
2008-8.23%-0.83%-6.21%-21.54%
20073.28%4.07%-1.32%-3.51%
20066.37%-0.20%3.45%6.10%
20051.44%3.19%2.77%0.84%
20045.63%1.75%1.97%10.03%
2003-1.84%13.91%4.55%11.25%
2002-9.66%7.52%N/AN/A

Rank in category (by total return)

YTD51
1-month59
3-month78
1-year60
3-year69
5-year71

Load adjusted returns

1-year10.80%
3-year3.76%
5-year7.78%
10-year7.34%