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VPFAX: VY(R) FIDELITY VIP MID CAP PORTFOLIO CLASS ADV (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/16/2004 |
| Last Dividend Date: | 08/04/2016 |
| 12-Mo. Yield | 20.23% |
| Expenses | 1.46% |
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Performance Analytics (As of 08/26/2016)
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(%) | -0.1 | 5.0 | 7.5 | 10.7 | 6.9 | 8.3 | 6.5 | -2.9 | 6.3 | 35.1 | 13.9 | -11.7 | 28.5 | 44.0 | -42.0 | 14.0 | 12.3 | 17.4 | 5.9 |
| Sharpe Ratio | NA | 0.28 | 0.49 | 0.64 | 0.3 | 0.37 | 0.55 | -0.2 | 0.43 | 2.6 | 0.99 | -0.47 | 1.54 | 1.88 | -1.14 | 0.61 | 0.59 | 1.3 | 5.73 |
| Draw Down(%) | NA | 18.3 | 22.1 | 22.1 | 54.1 | 54.1 | 14.0 | 13.4 | 12.6 | 6.4 | 12.3 | 24.5 | 12.4 | 17.0 | 51.5 | 10.3 | 15.7 | 9.2 | 2.4 |
| Standard Deviation(%) | NA | 17.8 | 15.3 | 16.7 | 20.8 | 19.9 | 17.8 | 15.1 | 14.5 | 13.5 | 14.1 | 25.1 | 18.4 | 23.3 | 37.6 | 17.9 | 15.1 | 11.6 | 10.1 |
| Treynor Ratio | NA | 0.05 | 0.09 | 0.12 | 0.1 | 0.12 | 0.11 | -0.04 | 0.08 | 0.38 | 0.18 | -0.14 | 0.47 | 0.86 | -0.95 | 0.14 | 0.16 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | -0.01 | -0.01 | 0.02 | 0.01 | -0.04 | 0.04 | 0.07 | -0.1 | 0.0 | 0.02 | NA | NA |
| Beta | NA | 0.91 | 0.87 | 0.87 | 0.62 | 0.62 | 0.93 | 0.84 | 0.79 | 0.93 | 0.8 | 0.81 | 0.6 | 0.51 | 0.45 | 0.79 | 0.57 | NA | NA |
| RSquared | NA | 0.82 | 0.74 | 0.79 | 0.51 | 0.47 | 0.84 | 0.77 | 0.55 | 0.84 | 0.84 | 0.84 | 0.52 | 0.43 | 0.32 | 0.57 | 0.06 | 0.0 | 0.0 |
| Yield(%) | N/A | 20.2 | 13.6 | 10.9 | 7.2 | N/A | 20.9 | 7.0 | 12.2 | 0.0 | 0.0 | 0.0 | 0.4 | 20.7 | 5.4 | 1.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 169.3 | N/A | 121.0 | N/A | N/A | 169.3 | -46.4 | N/A | N/A | N/A | -100.0 | -97.8 | 108.9 | 217.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2004
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