VY® JPMorgan Mid Cap Value A (IJMAX)

14.19 +0.19 (+1.36%) USD  |  Mar 29 2023
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IJMAX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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--
--
--
--
--
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Category Rtn. (NAV)
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--
--
--
--
--
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% Rank in Cat (NAV)
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--
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As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
VY® JPMorgan Mid Cap Value A
31.26%
14.66%
-3.27%
14.42%
13.41%
-12.37%
25.81%
0.08%
29.15%
-8.84%
-2.21%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
T. Rowe Price Mid-Cap Value Adv
31.24%
10.33%
-3.65%
24.02%
11.34%
-10.86%
19.30%
9.58%
24.14%
-4.46%
1.28%
VY® American Century Sm-Mid Cp Val A
31.12%
12.15%
-1.97%
23.69%
10.90%
-14.49%
30.17%
3.35%
26.94%
-5.85%
-0.18%
JPMorgan Mid Cap Value R2
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
29.12%
-8.71%
-2.00%
Transamerica Mid Cap Value I2
32.59%
15.32%
-2.71%
14.70%
13.81%
-11.77%
26.57%
0.18%
29.23%
-8.03%
-1.97%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
VY® JPMorgan Mid Cap Value A
-5.71%
-2.67%
7.26%
-12.04%
19.26%
5.30%
7.88%
8.28%
9.44%
8.53%
S&P 500 Total Return
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
T. Rowe Price Mid-Cap Value Adv
-6.02%
0.95%
14.27%
-8.70%
23.74%
7.11%
9.18%
9.04%
10.73%
10.52%
VY® American Century Sm-Mid Cp Val A
-5.35%
-0.64%
11.57%
-8.41%
21.68%
6.96%
9.30%
9.61%
10.61%
8.82%
JPMorgan Mid Cap Value R2
-5.60%
-2.51%
7.25%
-11.77%
19.22%
5.28%
7.72%
8.20%
9.41%
10.59%
Transamerica Mid Cap Value I2
-5.56%
-2.44%
7.45%
-11.19%
19.69%
5.79%
8.42%
8.90%
--
8.38%
As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023