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Vy Jpmorgan Small Cap Core Equity Portfolio S2: (MF: IJSTX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:51 PM ET

$14.06 USD

+0.07 (0.50%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.63 66
3 months 5.48 62
6 months 6.55 74
1 Year 12.20 78
3 Year 7.78 84
5 Year 3.67 69
10 Year 10.02 71

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.99
Bull Market (2/09 - 3/21) 696.08

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.49
5 Year 4.47
10 Year 8.59
Since Inception 7.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.82 6.52 5.26 1.22
2024 7.63 -4.13 8.08 -0.82
2023 1.92 3.84 -5.56 12.03
2022 -7.21 -15.65 -3.75 9.04
2021 11.49 3.28 -2.26 5.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.633.4910.6011.98-17.8618.1916.0726.19-10.6415.4321.35
% Total Return Rel to Index 3.40-14.72-14.41-14.250.34-10.48-2.32-5.29-6.25-6.369.41
% Total Return Rel to Peer 0.21-3.81-1.32-4.091.65-1.11-2.920.750.12-0.165.40
% Perf Quintile vs Peer* 3.004.000.005.003.004.003.003.003.003.002.00
% Dividends 0.000.010.010.000.000.010.000.060.030.060.05
% Yield 0.000.040.060.040.000.050.000.280.200.270.27
Capital Gains ($) 0.002.050.000.953.201.020.004.782.621.101.59
Expense Ratio 0.001.281.271.261.271.251.261.241.251.251.25

* 1 = Top 20%, 5 = Bottom 20%