IBGIX vs. FAMVX
IBGIX (VY Baron Growth Portfolio) and FAMVX (FAM Value Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, IBGIX returned 14.33%/yr vs 10.41%/yr for FAMVX. Their correlation of 0.85 means they have usually moved in the same direction. IBGIX charges 0.99%/yr vs 1.19%/yr for FAMVX.
Performance
IBGIX vs. FAMVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBGIX achieves a -14.46% return, which is significantly lower than FAMVX's 8.80% return. Over the past 10 years, IBGIX has outperformed FAMVX with an annualized return of 14.33%, while FAMVX has yielded a comparatively lower 10.41% annualized return.
IBGIX
- 1D
- -0.73%
- 1M
- -5.19%
- 6M
- -10.65%
- YTD
- -14.46%
- 1Y
- -19.23%
- 3Y*
- -7.10%
- 5Y*
- -4.62%
- 10Y*
- 14.33%
- ALL TIME*
- 8.56%
FAMVX
- 1D
- -0.82%
- 1M
- 0.67%
- 6M
- 6.51%
- YTD
- 8.80%
- 1Y
- 12.03%
- 3Y*
- 11.54%
- 5Y*
- 7.10%
- 10Y*
- 10.41%
- ALL TIME*
- 9.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FAMVX FAM Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
IBGIX vs. FAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBGIX VY Baron Growth Portfolio | -14.46% | -10.40% | 4.84% | 15.02% | -23.40% | 20.76% | 33.55% | 166.57% | -1.63% | 28.50% |
FAMVX FAM Value Fund | 8.80% | 4.90% | 15.51% | 16.09% | -14.06% | 25.65% | 6.81% | 30.31% | -6.15% | 17.34% |
Correlation
The correlation between IBGIX and FAMVX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2002 | 0.85 |
Over the past year, the correlation between IBGIX and FAMVX has dropped to 0.54 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBGIX vs. FAMVX — Risk / Return Rank
IBGIX
FAMVX
IBGIX vs. FAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and FAM Value Fund (FAMVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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 | FAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.84 | ||
| Sortino ratioReturn per unit of downside risk | -2.70 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.13 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | 1.02 | -1.96 |
| Martin ratioReturn relative to average drawdown | -1.60 | 3.10 | -4.70 |
Loading charts...
Drawdowns
IBGIX vs. FAMVX - Drawdown Comparison
The maximum IBGIX drawdown since its inception was -57.44%, which is greater than FAMVX's maximum drawdown of -51.12%. Use the drawdown chart below to compare losses from any high point for IBGIX and FAMVX.
Loading charts...
Drawdown Indicators
| IBGIX | FAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.44% | -51.12% | -6.32% |
Max Drawdown (1Y)Largest decline over 1 year | -23.13% | -9.47% | -13.66% |
Max Drawdown (3Y)Largest decline over 3 years | -30.02% | -16.74% | -13.28% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -22.77% | -11.61% |
Max Drawdown (10Y)Largest decline over 10 years | -40.82% | -37.73% | -3.09% |
Current DrawdownCurrent decline from peak | -30.18% | -1.00% | -29.18% |
Average DrawdownAverage peak-to-trough decline | -14.21% | -6.40% | -7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.37% | 3.11% | +11.26% |
Volatility
IBGIX vs. FAMVX - Volatility Comparison
VY Baron Growth Portfolio (IBGIX) has a higher volatility of 6.58% compared to FAM Value Fund (FAMVX) at 3.48%. This indicates that IBGIX's price experiences larger fluctuations and is considered to be riskier than FAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IBGIX | FAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 3.48% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 14.71% | 10.60% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.17% | 13.94% | +5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 17.13% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.99% | 18.19% | +17.80% |
IBGIX vs. FAMVX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is lower than FAMVX's 1.19% expense ratio.
Dividends
IBGIX vs. FAMVX - Dividend Comparison
IBGIX's dividend yield for the trailing twelve months is around 301.33%, more than FAMVX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMVX FAM Value Fund | 4.51% | 4.90% | 6.28% | 5.01% | 3.67% | 4.99% | 3.69% | 6.80% | 4.09% | 5.06% | 5.21% | 9.06% |
IBGIX VY Baron Growth Portfolio | 301.33% | 24.66% | 4.13% | 5.23% | 11.56% | 6.89% | 0.00% | 107.13% | 11.51% | 12.13% | 11.71% | 8.93% |
Frequently Asked Questions
IBGIX and FAMVX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBGIX has higher volatility (6.58%) compared to FAMVX (3.48%). In terms of maximum drawdown, IBGIX dropped -57.44% vs FAMVX's -51.12%.
FAMVX currently has the higher Sharpe Ratio (0.69 vs -1.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for IBGIX and FAMVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer