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VPCSX: VY(R) FIDELITY VIP CONTRAFUND PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/16/2004 |
| Last Dividend Date: | 08/26/2016 |
| 12-Mo. Yield | 22.25% |
| Expenses | 1.20% |
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Performance Analytics (As of 10/12/2016)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/16/2004 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.6 | 8.3 | 12.6 | 6.5 | 7.7 | 5.1 | -0.8 | 12.3 | 30.5 | 15.8 | -3.2 | 16.6 | 40.3 | -45.1 | 16.5 | 11.5 | 16.3 | 4.0 |
| Sharpe Ratio | NA | 0.46 | 0.62 | 0.9 | 0.28 | 0.34 | 0.45 | -0.06 | 1.01 | 2.65 | 1.17 | -0.13 | 0.82 | 1.36 | -1.18 | 0.79 | 0.59 | 1.3 | 4.59 |
| Draw Down(%) | NA | 16.0 | 18.3 | 18.3 | 57.8 | 57.8 | 13.4 | 13.3 | 7.8 | 5.9 | 11.2 | 21.5 | 15.8 | 24.3 | 53.5 | 9.8 | 11.7 | 6.7 | 1.7 |
| Standard Deviation(%) | NA | 14.1 | 13.2 | 14.0 | 21.4 | 20.2 | 14.1 | 14.3 | 12.2 | 11.5 | 13.5 | 25.1 | 20.1 | 29.7 | 39.1 | 16.9 | 13.6 | 10.9 | 7.9 |
| Treynor Ratio | NA | 0.07 | 0.1 | 0.14 | 0.08 | 0.09 | 0.07 | -0.01 | 0.15 | 0.31 | 0.16 | -0.03 | 0.2 | 0.6 | -0.83 | 0.18 | 0.08 | 0.15 | 0.46 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.02 | 0.08 | -0.13 | 0.04 | -0.01 | 0.04 | 0.03 |
| Beta | NA | 0.88 | 0.84 | 0.9 | 0.72 | 0.74 | 0.88 | 0.81 | 0.83 | 0.98 | 0.98 | 0.99 | 0.83 | 0.67 | 0.55 | 0.75 | 1.01 | 0.95 | 0.79 |
| RSquared | NA | 0.8 | 0.74 | 0.8 | 0.51 | 0.51 | 0.79 | 0.76 | 0.62 | 0.9 | 0.87 | 0.88 | 0.57 | 0.38 | 0.34 | 0.49 | 0.58 | 0.81 | 0.77 |
| Yield(%) | N/A | 22.3 | 9.8 | 8.7 | 6.5 | N/A | 22.3 | 2.8 | 0.6 | 0.9 | 0.5 | 0.7 | 1.0 | 4.2 | 21.5 | 6.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 670.5 | 1640.8 | -12.1 | N/A | N/A | 670.5 | 434.6 | -18.8 | 100.0 | -30.4 | -12.7 | -69.0 | -91.9 | 271.8 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2004
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