IBGIX vs. VINIX
Compare and contrast key facts about VY Baron Growth Portfolio (IBGIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
IBGIX is managed by Voya. It was launched on May 1, 2002. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBGIX or VINIX.
Key characteristics
| IBGIX | VINIX | |
|---|---|---|
| YTD Return | 4.10% | 26.62% |
| 1Y Return | 14.09% | 38.20% |
| 3Y Return (Ann) | -8.24% | 9.98% |
| 5Y Return (Ann) | -3.71% | 15.90% |
| 10Y Return (Ann) | -1.19% | 13.39% |
| Sharpe Ratio | 0.93 | 3.10 |
| Sortino Ratio | 1.31 | 4.12 |
| Omega Ratio | 1.17 | 1.58 |
| Calmar Ratio | 0.41 | 4.54 |
| Martin Ratio | 2.74 | 20.54 |
| Ulcer Index | 5.13% | 1.87% |
| Daily Std Dev | 15.12% | 12.39% |
| Max Drawdown | -58.53% | -55.19% |
| Current Drawdown | -24.69% | 0.00% |
Correlation
The correlation between IBGIX and VINIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IBGIX vs. VINIX - Performance Comparison
In the year-to-date period, IBGIX achieves a 4.10% return, which is significantly lower than VINIX's 26.62% return. Over the past 10 years, IBGIX has underperformed VINIX with an annualized return of -1.19%, while VINIX has yielded a comparatively higher 13.39% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IBGIX vs. VINIX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
IBGIX vs. VINIX - Risk-Adjusted Performance Comparison
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.
Dividends
IBGIX vs. VINIX - Dividend Comparison
IBGIX has not paid dividends to shareholders, while VINIX's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBGIX VY Baron Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.00% | 0.00% | 0.58% | 0.28% | 1.30% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.25% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% | 1.85% |
Drawdowns
IBGIX vs. VINIX - Drawdown Comparison
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.
Volatility
IBGIX vs. VINIX - Volatility Comparison
VY Baron Growth Portfolio (IBGIX) has a higher volatility of 4.14% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 3.92%. This indicates that IBGIX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.