VY Baron Growth Portfolio (IBGIX)
The investment seeks capital appreciation. The Portfolio invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. For this Portfolio, the sub-adviser ("Sub-Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.
Fund Info
| ISIN | US92914K5864 |
|---|---|
| Issuer | Voya |
| Inception Date | May 1, 2002 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
IBGIX has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IBGIX vs. WFMIX, IBGIX vs. VINIX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in VY Baron Growth Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
VY Baron Growth Portfolio had a return of 4.10% year-to-date (YTD) and 14.04% in the last 12 months. Over the past 10 years, VY Baron Growth Portfolio had an annualized return of -1.15%, while the S&P 500 had an annualized return of 11.33%, indicating that VY Baron Growth Portfolio did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.10% | 24.30% |
| 1 month | 3.13% | 4.09% |
| 6 months | 6.83% | 14.29% |
| 1 year | 14.04% | 35.42% |
| 5 years (annualized) | -3.71% | 13.95% |
| 10 years (annualized) | -1.15% | 11.33% |
Monthly Returns
The table below presents the monthly returns of IBGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.02% | 2.23% | 2.33% | -10.28% | 1.43% | 0.51% | 6.46% | -1.90% | 1.79% | -2.63% | 4.10% | ||
| 2023 | 9.56% | -1.01% | -0.38% | 0.34% | -2.65% | 4.98% | 3.37% | -7.56% | -4.15% | -6.63% | 8.75% | 5.98% | 9.20% |
| 2022 | -12.71% | -1.97% | 1.06% | -9.47% | -2.85% | -7.58% | 11.74% | -14.89% | -6.97% | 11.22% | 6.37% | -6.45% | -31.19% |
| 2021 | -2.06% | 3.79% | -0.94% | 6.72% | -1.45% | 2.64% | 2.98% | -3.55% | -2.82% | 7.54% | -4.56% | 4.39% | 12.42% |
| 2020 | 3.18% | -6.33% | -19.70% | 13.61% | 10.34% | 2.05% | 7.43% | 5.29% | -1.93% | -1.62% | 15.62% | 6.60% | 33.55% |
| 2019 | 9.74% | 6.98% | 2.64% | 5.75% | -4.64% | 5.79% | 1.14% | -8.31% | -1.38% | 2.92% | 4.88% | -32.22% | -13.97% |
| 2018 | 5.13% | -4.20% | 2.14% | 0.95% | 4.79% | 3.03% | 2.60% | -2.36% | -2.27% | -10.28% | 3.85% | -12.37% | -10.37% |
| 2017 | 2.15% | 5.45% | 2.83% | 4.16% | 1.90% | 0.28% | 1.70% | -11.23% | 2.36% | 2.99% | 2.41% | -0.20% | 14.70% |
| 2016 | -6.40% | 0.30% | 7.11% | 1.15% | 1.69% | 0.68% | 3.04% | -8.71% | -2.55% | -4.49% | 3.70% | 0.07% | -5.38% |
| 2015 | -0.90% | 4.06% | 1.98% | -2.83% | 0.70% | 0.27% | 0.93% | -13.99% | -3.47% | 4.60% | 0.17% | -2.33% | -11.51% |
| 2014 | -4.03% | 6.15% | -2.06% | -2.64% | -0.36% | 4.20% | -4.82% | 3.19% | -2.64% | 3.73% | 2.17% | 0.69% | 2.92% |
| 2013 | 6.81% | 2.01% | 4.17% | 0.04% | 2.26% | -0.54% | 5.28% | -4.49% | 6.79% | 4.23% | 1.12% | 2.67% | 34.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IBGIX is 6, indicating that it is in the bottom 6% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
VY Baron Growth Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.17 | $0.09 | $0.41 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.00% | 0.00% | 0.58% | 0.28% | 1.30% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 |
| 2013 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
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.
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 58.53%, occurring on Mar 9, 2009. Recovery took 520 trading sessions.
The current VY Baron Growth Portfolio drawdown is 24.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.53% | Oct 11, 2007 | 353 | Mar 9, 2009 | 520 | Mar 30, 2011 | 873 |
| -57.76% | Jul 29, 2019 | 165 | Mar 23, 2020 | — | — | — |
| -28.16% | Jul 26, 2018 | 105 | Dec 24, 2018 | 136 | Jul 11, 2019 | 241 |
| -27.75% | Mar 24, 2015 | 225 | Feb 11, 2016 | 581 | Jun 4, 2018 | 806 |
| -24.38% | Jul 8, 2011 | 61 | Oct 3, 2011 | 120 | Mar 26, 2012 | 181 |
Volatility
Volatility Chart
The current VY Baron Growth Portfolio volatility is 4.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.