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VY JPMorgan Mid Cap Value S2 (IJPMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.88+0.05 (+0.34%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.35%
5-year average return7.93%
Number of years up11
Number of years down3
Best 1-yr total return (17 Jun 2024)31.37%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return31.37%
Worst 3-yr total return3.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIJPMXCategory
YTD6.10%21.28%
1-month2.65%-1.96%
3-month1.95%4.90%
1-year22.93%55.83%
3-year3.65%11.08%
5-year9.40%11.93%
10-year7.70%10.64%
Last bull market26.95%25.54%
Last bear market-12.61%-22.08%

Annual total return (%) history

Year
IJPMXCategory
2024
N/AN/A
2023
10.42%N/A
2022
-8.82%N/A
2021
29.29%N/A
2020
0.18%2.63%
2019
25.96%25.18%
2018
-12.30%-12.86%
2017
13.52%13.22%
2016
14.56%18.06%
2015
-3.20%-5.41%
2014
14.81%9.31%
2013
31.37%35.14%
2012
19.86%16.60%
2011
1.67%-3.96%
2010
22.75%21.92%
2009
N/A35.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.19%N/AN/AN/A
2023-0.35%3.88%-4.78%12.01%
2022-1.15%-12.61%-4.38%10.39%
202115.38%5.27%-1.40%7.96%
2020-31.87%17.94%4.27%19.58%
201914.60%3.00%0.87%5.79%
2018-1.83%1.45%3.72%-15.10%
20173.90%2.25%2.06%4.70%
20163.98%2.43%2.84%4.59%
20153.62%-2.11%-7.67%3.37%
20143.11%4.78%-1.83%8.24%
201312.47%2.21%5.27%8.56%
201211.02%-0.71%5.92%2.66%
20115.95%0.89%-16.20%13.51%
20108.05%-7.78%10.10%11.89%
200916.50%17.90%5.51%N/A

Rank in category (by total return)

YTD49
1-month80
3-month85
1-year53
3-year71
5-year74

Load adjusted returns

1-year22.93%
3-year3.65%
5-year9.40%
10-year7.70%