IBGIX vs. RIPIX
Compare and contrast key facts about VY Baron Growth Portfolio (IBGIX) and Royce International Premier Fund Institutional Class (RIPIX).
IBGIX is managed by Voya. It was launched on May 1, 2002. RIPIX is managed by Royce Investment Partners.
Performance
IBGIX vs. RIPIX - Performance Comparison
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IBGIX vs. RIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IBGIX VY Baron Growth Portfolio | -15.13% | -10.40% | 4.84% | 15.02% | -23.40% | 20.76% | 33.55% | -6.47% | -8.65% |
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
Returns By Period
In the year-to-date period, IBGIX achieves a -15.13% return, which is significantly lower than RIPIX's -9.90% return.
IBGIX
- 1D
- 0.25%
- 1M
- -7.46%
- YTD
- -15.13%
- 6M
- -17.09%
- 1Y
- -19.95%
- 3Y*
- -5.32%
- 5Y*
- -3.37%
- 10Y*
- 3.42%
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
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IBGIX vs. RIPIX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is lower than RIPIX's 1.04% expense ratio.
Return for Risk
IBGIX vs. RIPIX — Risk / Return Rank
IBGIX
RIPIX
IBGIX vs. RIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and Royce International Premier Fund Institutional Class (RIPIX). 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.
| IBGIX | RIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.92 | -0.14 | -0.78 |
Sortino ratioReturn per unit of downside risk | -1.27 | -0.09 | -1.18 |
Omega ratioGain probability vs. loss probability | 0.84 | 0.99 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.96 | -0.19 | -0.78 |
Martin ratioReturn relative to average drawdown | -2.04 | -0.51 | -1.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBGIX | RIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.92 | -0.14 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | -0.30 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.04 | +0.13 |
Correlation
The correlation between IBGIX and RIPIX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IBGIX vs. RIPIX - Dividend Comparison
IBGIX's dividend yield for the trailing twelve months is around 80.32%, more than RIPIX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBGIX VY Baron Growth Portfolio | 80.32% | 24.66% | 4.13% | 5.23% | 11.56% | 6.89% | 0.00% | 11.96% | 11.51% | 12.13% | 11.71% | 8.93% |
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
IBGIX vs. RIPIX - Drawdown Comparison
The maximum IBGIX drawdown since its inception was -57.44%, which is greater than RIPIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for IBGIX and RIPIX.
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Drawdown Indicators
| IBGIX | RIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.44% | -41.89% | -15.55% |
Max Drawdown (1Y)Largest decline over 1 year | -22.82% | -16.38% | -6.44% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -41.89% | +7.51% |
Max Drawdown (10Y)Largest decline over 10 years | -55.64% | — | — |
Current DrawdownCurrent decline from peak | -30.72% | -33.58% | +2.86% |
Average DrawdownAverage peak-to-trough decline | -15.09% | -17.83% | +2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.87% | 6.03% | +5.84% |
Volatility
IBGIX vs. RIPIX - Volatility Comparison
VY Baron Growth Portfolio (IBGIX) and Royce International Premier Fund Institutional Class (RIPIX) have volatilities of 5.21% and 5.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBGIX | RIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 5.45% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 9.22% | +4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.56% | 13.61% | +10.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.70% | 15.26% | +5.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.70% | 16.14% | +7.56% |