VY BlackRock Inflation Protected Bond Portfolio (IBRIX)

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The chart shows the growth of an initial investment of $10,000 in VY BlackRock Inflation Protected Bond Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

VY BlackRock Inflation Protected Bond Portfolio (IBRIX) has returned 0.50% so far this year and 2.39% over the past 12 months. Over the last ten years, IBRIX has returned 2.42% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Apr 30, 2007, IBRIX's average daily return is +0.01%, while the average monthly return is +0.25%. At this rate, your investment would double in approximately 23.1 years.

Historically, 63% of months were positive and 37% were negative. The best month was Dec 2008 with a return of +5.6%, while the worst month was Oct 2008 at -7.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IBRIX closed higher 45% of trading days. The best single day was Mar 20, 2020 with a return of +3.4%, while the worst single day was Mar 17, 2020 at -2.8%.

VY BlackRock Inflation Protected Bond Portfolio has an annualized alpha of 3.30%, beta of -0.02, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since May 01, 2007.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (14.34%) than losses (10.07%) — typical of diversified or defensive assets.
• Beta of -0.02 may look defensive, but with R² of 0.01 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.01 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IBRIX has an expense ratio of 0.58%, placing it in the medium range.

IBRIX ranks 36 for risk / return — below 36% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for VY BlackRock Inflation Protected Bond Portfolio (IBRIX) and compare them to a chosen benchmark (S&P 500 Index).

VY BlackRock Inflation Protected Bond Portfolio provided a 2.91% dividend yield over the last twelve months, with an annual payout of $0.27 per share.

The table displays the monthly dividend distributions for VY BlackRock Inflation Protected Bond Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the VY BlackRock Inflation Protected Bond 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 BlackRock Inflation Protected Bond Portfolio was 15.82%, occurring on Oct 20, 2022. Recovery took 812 trading sessions.

The current VY BlackRock Inflation Protected Bond Portfolio drawdown is 1.38%.

The chart below shows the rolling one-month volatility.