IBGIX vs. VINIX

In the year-to-date period, IBGIX achieves a -5.12% return, which is significantly lower than VINIX's 0.36% return. Over the past 10 years, IBGIX has underperformed VINIX with an annualized return of -2.58%, while VINIX has yielded a comparatively higher 11.45% annualized return.

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IBGIX has a 0.99% expense ratio, which is higher than VINIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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.

The current IBGIX Sharpe Ratio is -0.17, which is lower than the VINIX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of IBGIX and VINIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IBGIX has not paid dividends to shareholders, while VINIX's dividend yield for the trailing twelve months is around 1.31%.

The maximum IBGIX drawdown since its inception was -58.53%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IBGIX and VINIX. For additional features, visit the drawdowns tool.

VY Baron Growth Portfolio (IBGIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX) have volatilities of 6.36% and 6.15%, 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.