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IFDTX: VY(R) FMR DIVERSIFIED MID CAP PORTFOLIO CLASS S2 (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/10/2002 |
| Last Dividend Date: | 12/29/2016 |
| 12-Mo. Yield | 0.33% |
| Expenses | 1.04% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/10/2002 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -14.1 | -1.3 | 3.6 | -13.2 | 11.2 | -1.8 | 5.8 | 35.9 | 14.4 | -11.1 | 28.2 | 39.1 | -39.3 | 14.3 | 11.8 | 7.8 | 23.8 | 33.2 | -5.0 |
| Sharpe Ratio | NA | -0.24 | -0.06 | 0.29 | 0.12 | 0.36 | -0.69 | 0.66 | -0.12 | 0.4 | 2.61 | 1.0 | -0.45 | 1.55 | 1.64 | -1.09 | 0.64 | 0.57 | 0.4 | 1.58 | 2.03 | -0.59 |
| Draw Down(%) | NA | 21.4 | 21.9 | 21.9 | 53.6 | 53.6 | 21.4 | 14.1 | 13.3 | 12.5 | 6.4 | 12.3 | 24.8 | 12.7 | 18.9 | 50.9 | 11.3 | 15.8 | 9.8 | 11.9 | 12.9 | 17.5 |
| Standard Deviation(%) | NA | 33.9 | 27.1 | 26.4 | 29.7 | 20.5 | 34.2 | 16.6 | 15.2 | 14.4 | 13.7 | 14.4 | 24.6 | 18.1 | 23.7 | 36.9 | 17.6 | 14.9 | 13.9 | 14.5 | 16.0 | 27.5 |
| Treynor Ratio | NA | -0.08 | -0.02 | 0.08 | 0.04 | 0.09 | -0.23 | 0.11 | -0.02 | 0.06 | 0.36 | 0.17 | -0.13 | 0.37 | 0.51 | -0.52 | 0.12 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.1 | -0.05 | -0.04 | -0.03 | 0.01 | -0.18 | 0.02 | 0.0 | -0.03 | 0.01 | 0.0 | -0.03 | 0.02 | 0.02 | -0.01 | -0.01 | 0.02 | NA | NA | NA | NA |
| Beta | NA | 0.96 | 0.92 | 0.95 | 0.83 | 0.83 | 1.02 | 1.01 | 0.77 | 1.02 | 1.0 | 0.87 | 0.85 | 0.76 | 0.77 | 0.78 | 0.98 | 0.86 | NA | NA | NA | NA |
| RSquared | NA | 0.11 | 0.31 | 0.35 | 0.59 | 0.66 | 0.08 | 0.93 | 0.64 | 0.95 | 0.93 | 0.94 | 0.95 | 0.87 | 0.93 | 0.97 | 0.92 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 8.6 | 11.5 | 6.0 | N/A | 0.0 | 9.3 | 18.1 | 17.1 | 0.8 | 0.5 | 0.2 | 0.0 | 0.4 | 6.6 | 0.5 | 10.2 | 0.0 | 0.2 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -96.4 | 26.7 | 679.1 | N/A | N/A | -100.0 | -58.5 | -5.3 | 2645.7 | 71.6 | 155.2 | 383.3 | -83.3 | -96.4 | 1516.1 | -95.5 | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/2002
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See Mid-Cap Growth Asset Class Trend Rankings |
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