Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IJPMX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS S2) | 6.90% | 13.92% | 12.70% | 1.37% | 5.03% | 6.70% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IJPMX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS S2) | 08/12/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 13.92 | 12.70 | 1.37 | 5.03 | 6.70 | NA | … | … | 6.90 | 4.40 | 13.76 | 10.33 | -24.00 | 24.71 | -8.60 | 25.83 | -12.37 | 13.52 | 14.55 | -3.20 | 7.88 | 26.45 | 19.02 | 0.65 | 22.04 | 10.24 |
| Sharpe Ratio | NA | 0.93 | 0.67 | -0.07 | 0.17 | NA | NA | … | … | 1.15 | 0.09 | 0.83 | 0.43 | -0.91 | 1.51 | -0.21 | 2.03 | -0.96 | 1.62 | 1.03 | -0.22 | 0.63 | 2.18 | 1.54 | 0.03 | 1.18 | 1.60 |
| Standard Deviation(%) | NA | 12.10 | 14.14 | 18.29 | 20.28 | NA | NA | … | … | 12.50 | 16.66 | 12.24 | 15.50 | 28.07 | 16.40 | 42.63 | 12.02 | 14.37 | 7.96 | 13.97 | 14.49 | 12.54 | 12.10 | 12.45 | 24.39 | 18.52 | 17.76 |
| Draw Down(%) | NA | 7.29 | 18.72 | 32.84 | 43.13 | NA | NA | … | … | 7.29 | 16.17 | 7.81 | 14.06 | 32.84 | 9.35 | 43.13 | 7.63 | 21.00 | 3.63 | 10.54 | 11.87 | 13.11 | 8.15 | 7.55 | 21.24 | 14.75 | 7.04 |
| Yield(%) | 0.00 | 15.92 | 11.66 | 5.38 | 6.85 | 7.87 | 8.27 | … | … | 0.00 | 15.65 | 6.43 | 11.45 | 0.42 | 0.80 | 0.81 | 15.69 | 9.27 | 10.48 | 10.58 | 14.51 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 |
Data as of 06/05/2026, Common starting date is 08/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJPMX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS S2) |
-6.34%
Mar 2017 – Mar 2020 |
-1.97%
Sep 2017 – Sep 2022 |
2.53%
Oct 2013 – Oct 2023 |
6.24%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IJPMX (VY(R) JPMORGAN MID CAP VALUE PORTFOLIO CLASS S2) |
19.08%
Sep 2011 – Sep 2014 |
15.58%
Oct 2009 – Oct 2014 |
11.07%
Oct 2009 – Oct 2019 |
8.36%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart
