- ISIN
- US92914K5864
- Issuer
- Voya
- Inception Date
- May 1, 2002
- Category
- Mid Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
IBGIX Performance Chart
VY Baron Growth Portfolio (IBGIX) is down 15.9% since the beginning of the year. IBGIX is currently trading at $12 per share. Investors who bought $1,000 worth of IBGIX shares 5 years ago would now be looking at an investment worth $774.
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Returns By Period
VY Baron Growth Portfolio (IBGIX) has returned -15.91% so far this year and -20.78% over the past 12 months. Looking at the last ten years, IBGIX has achieved an annualized return of 14.72%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
VY Baron Growth Portfolio
- 1D
- -2.16%
- 1M
- -3.04%
- YTD
- -15.91%
- 6M
- -17.32%
- 1Y
- -20.78%
- 3Y*
- -5.36%
- 5Y*
- -4.99%
- 10Y*
- 14.72%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
IBGIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2002, IBGIX's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.
Historically, 61% of months were positive and 39% were negative. The best month was Dec 2019 with a return of +93.2%, while the worst month was Apr 2002 at -45.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IBGIX closed higher 52% of trading days. The best single day was Dec 9, 2019 with a return of +91.0%, while the worst single day was Apr 30, 2002 at -45.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.27% | -4.19% | -5.52% | 0.49% | 0.82% | -4.22% | -15.91% | ||||||
| 2025 | 4.26% | -8.32% | -0.63% | -4.88% | 5.34% | 1.77% | -2.05% | 0.36% | -3.68% | -2.96% | 0.41% | 0.26% | -10.40% |
| 2024 | 1.02% | 2.23% | 2.33% | -10.28% | 1.43% | 0.51% | 6.46% | 2.27% | 1.79% | -0.73% | 4.39% | -5.54% | 4.84% |
| 2023 | 9.56% | -1.01% | -0.38% | 0.34% | -2.65% | 4.98% | 3.37% | -2.63% | -4.15% | -6.63% | 8.75% | 5.98% | 15.02% |
| 2022 | -12.71% | -1.97% | 1.06% | -9.47% | -2.85% | -7.58% | 11.74% | -5.26% | -6.97% | 11.22% | 6.37% | -6.45% | -23.40% |
| 2021 | -2.06% | 3.79% | -0.94% | 6.72% | -1.45% | 2.64% | 2.98% | 3.61% | -2.82% | 7.54% | -4.56% | 4.39% | 20.76% |
Benchmark Metrics
VY Baron Growth Portfolio has an annualized alpha of 3.03%, beta of 0.93, and R2 of 0.37 versus S&P 500 Index. Calculated based on daily prices since January 03, 2002.
- This fund captured 113.94% of S&P 500 Index gains and 111.30% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.37 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 3.03%
- Beta
- 0.93
- R²
- 0.37
- Upside Capture
- 113.94%
- Downside Capture
- 111.30%
Expense Ratio
IBGIX has a high expense ratio of 0.99%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
IBGIX ranks 0 for risk / return — in the bottom 0% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBGIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.95 | ||
| Sortino ratioReturn per unit of downside risk | -4.03 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.32 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 2.46 | -3.35 |
| Martin ratioReturn relative to average drawdown | -1.56 | 10.92 | -12.48 |
Dividends
Dividend History
VY Baron Growth Portfolio provided a 81.07% dividend yield over the last twelve months, with an annual payout of $9.56 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.56 | $4.79 | $1.11 | $1.39 | $2.82 | $2.44 | $0.00 | $25.26 | $3.16 | $3.71 | $3.15 | $2.54 |
Dividend yield | 81.07% | 24.66% | 4.13% | 5.23% | 11.56% | 6.89% | 0.00% | 107.13% | 11.51% | 12.13% | 11.71% | 8.93% |
Monthly Dividends
The table displays the monthly dividend distributions for VY Baron Growth Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $4.76 | $0.00 | $0.00 | $0.00 | $4.76 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.79 | $0.00 | $0.00 | $0.00 | $0.00 | $4.79 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.39 | $0.00 | $0.00 | $0.00 | $0.00 | $1.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.82 | $0.00 | $0.00 | $0.00 | $0.00 | $2.82 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.44 | $0.00 | $0.00 | $0.00 | $0.00 | $2.44 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the VY Baron Growth Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the VY Baron Growth Portfolio was 57.44%, occurring on Oct 9, 2002. Recovery took 899 trading sessions.
The current VY Baron Growth Portfolio drawdown is 31.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -57.44%Oct 2002 | 9mo 4d | 3y 6mo | 4y 3moJan 2002 - May 2006 |
Financial crisis2007–2009 | -57.27%Mar 2009 | 1y 5mo | 1y 11mo | 3y 4moOct 2007 - Feb 2011 |
COVID crash2020 | -40.82%Mar 2020 | 1mo 2d | 4mo 23d | 5mo 25dFeb 2020 - Aug 2020 |
Bear market2022 | -34.38%Jun 2022 | 7mo 10d | — | 4y 7moNov 2021 - now |
Rate-hike selloffLate 2018 | -24.88%Dec 2018 | 3mo 20d | 4mo 3d | 7mo 23dSep 2018 - Apr 2019 |
Drawdown Indicators
| IBGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.44% | -56.78% | -0.66% |
Max Drawdown (1Y)Largest decline over 1 year | -24.51% | -9.10% | -15.41% |
Max Drawdown (3Y)Largest decline over 3 years | -30.02% | -18.90% | -11.12% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -25.43% | -8.95% |
Max Drawdown (10Y)Largest decline over 10 years | -40.82% | -33.92% | -6.90% |
Current DrawdownCurrent decline from peak | -31.36% | -3.21% | -28.15% |
Average DrawdownAverage peak-to-trough decline | -14.17% | -10.71% | -3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.34% | 2.04% | +11.30% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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