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Nasdaq - Delayed Quote USD

VY JPMorgan Small Cap Core Equity S2 (IJSTX)

13.33
-0.01
(-0.07%)
At close: 8:01:13 PM EDT

Fund Summary

The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000® Index stocks at the time of purchase.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.73%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 6

Performance & Risk

YTD Return -14.71%
5y Average Return 10.14%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
IJSTXCategory AverageIJSTXCategory AverageIJSTXCategory Average
Alpha -8.49 -0.09 -5.24 -0.06 -6.51 -0.06
BETA 1.12 0.01 1.08 0.01 1.15 0.01
Mean Annual Return 0.2 0.01 1.21 0.01 0.68 0.01
R-squared 75.92 0.83 74.17 0.77 78.05 0.78
Standard Deviation 22.09 0.26 21.06 0.21 19.98 0.19
Sharpe Ratio -0.1 0 0.56 0.01 0.31 0.01
Treynor Ratio -4.13 0.08 9.6 0.1 3.78 0.09

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