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IJPIX: VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 16.37 1.19(6.78%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 09/11/2025 |
| 12-Mo. Yield | 24.92% |
| Expenses | 1.81% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.2 | 21.4 | 48.5 | 21.2 | -5.2 | 4.9 | 2.1 | 4.5 | 6.4 | 39.0 | 1.9 | 6.6 | -48.5 | -16.4 | 24.5 | 31.7 | -16.8 | 43.0 | 12.9 | -15.8 | 0.9 | -5.7 | 19.1 | -18.3 | 20.3 | 71.6 | -51.3 | 38.5 | 35.8 | 34.8 | 17.8 | 46.6 | -10.7 | -5.4 | -33.8 | 61.7 | 0.9 |
| Sharpe Ratio | NA | 2.04 | 2.22 | 1.01 | -0.3 | 0.14 | NA | NA | 0.21 | 1.98 | -0.12 | 0.21 | -1.14 | -0.77 | 0.77 | 2.16 | -1.01 | 4.04 | 0.66 | -0.87 | 0.07 | -0.4 | 1.15 | -0.7 | 0.92 | 2.2 | -1.03 | 1.4 | 1.66 | 2.44 | 0.97 | 3.25 | -0.72 | -0.38 | -1.56 | 3.23 | 12.58 |
| Draw Down(%) | NA | 12.5 | 12.5 | 15.4 | 64.5 | 67.6 | NA | NA | 67.6 | 14.6 | 10.6 | 15.5 | 56.3 | 29.2 | 32.8 | 8.6 | 28.2 | 5.4 | 11.7 | 24.2 | 14.9 | 16.8 | 16.5 | 28.0 | 17.4 | 23.7 | 62.5 | 17.5 | 23.2 | 9.9 | 21.1 | 12.8 | 27.7 | 35.9 | 41.9 | 12.2 | 0.1 |
| Standard Deviation(%) | NA | 26.8 | 20.7 | 17.7 | 25.3 | 22.9 | NA | NA | 23.1 | 18.3 | 14.1 | 14.2 | 44.1 | 21.3 | 31.4 | 14.0 | 18.1 | 10.5 | 19.2 | 18.3 | 12.7 | 14.4 | 16.8 | 26.2 | 22.0 | 32.5 | 50.6 | 25.4 | 19.6 | 13.3 | 17.4 | 14.1 | 16.5 | 20.7 | 24.4 | 18.0 | 3.2 |
| Treynor Ratio | NA | 0.41 | 0.36 | 0.16 | -0.07 | 0.03 | NA | NA | 0.05 | 0.31 | -0.02 | 0.03 | -0.41 | -0.14 | 0.22 | 0.28 | -0.17 | 0.39 | 0.12 | -0.21 | 0.01 | -0.06 | 0.19 | -0.18 | 0.2 | 0.73 | -0.52 | 0.35 | 0.32 | 0.34 | 0.18 | 0.55 | -0.15 | -0.11 | -0.37 | 0.7 | 8.72 |
| Alpha | NA | 0.09 | 0.05 | 0.01 | -0.03 | -0.01 | NA | NA | -0.01 | 0.03 | -0.03 | -0.01 | -0.14 | -0.07 | 0.03 | 0.03 | -0.01 | 0.03 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | -0.01 | -0.02 | -0.02 | -0.03 | 0.03 | 0.12 |
| Beta | NA | 1.33 | 1.28 | 1.15 | 1.17 | 1.13 | NA | NA | 0.99 | 1.16 | 1.02 | 1.08 | 1.21 | 1.19 | 1.08 | 1.08 | 1.05 | 1.09 | 1.07 | 0.74 | 0.93 | 0.99 | 1.0 | 1.0 | 1.02 | 0.99 | 0.99 | 1.01 | 1.02 | 0.95 | 0.94 | 0.84 | 0.78 | 0.76 | 1.03 | 0.84 | 0.05 |
| RSquared | NA | 0.87 | 0.84 | 0.85 | 0.58 | 0.72 | NA | NA | 0.83 | 0.86 | 0.85 | 0.89 | 0.38 | 0.81 | 0.92 | 0.93 | 0.94 | 0.83 | 0.95 | 0.54 | 0.89 | 0.93 | 0.94 | 0.98 | 0.97 | 0.97 | 0.98 | 0.93 | 0.91 | 0.87 | 0.82 | 0.76 | 0.76 | 0.73 | 0.77 | 0.66 | 0.27 |
| Yield(%) | N/A | 0.0 | 24.6 | 10.4 | 2.7 | 3.7 | 3.2 | 4.7 | N/A | 27.8 | 0.8 | 1.7 | 0.0 | 0.0 | 0.4 | 6.7 | 0.5 | 0.6 | 1.3 | 7.4 | 11.1 | 2.9 | 2.6 | 3.8 | 6.4 | 1.7 | 6.5 | 1.5 | 1.8 | 0.1 | 0.4 | 0.2 | 0.0 | 1.0 | 0.5 | 4.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 3320.6 | 4706.3 | 131.8 | -40.7 | N/A | N/A | N/A | 3320.6 | -50.5 | N/A | N/A | -100.0 | -93.3 | 921.6 | 36.5 | -50.9 | -86.4 | -38.5 | 239.0 | 24.7 | -43.8 | -34.6 | 520.0 | -87.6 | 510.2 | 2.5 | 2977.8 | -75.0 | 140.0 | N/A | -100.0 | 25.8 | -81.5 | 11100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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