IBGIX vs. VYMSX
IBGIX (VY Baron Growth Portfolio) and VYMSX (Voya Mid Cap Research Enhanced Index Fund) are both mutual funds - IBGIX is a Mid Cap Growth Equities fund managed by Voya, while VYMSX is a Mid Cap Blend Equities fund managed by Voya. Over the past 10 years, IBGIX returned 14.33%/yr vs 10.22%/yr for VYMSX. Their correlation of 0.87 means they have usually moved in the same direction. IBGIX charges 0.99%/yr vs 0.82%/yr for VYMSX.
Performance
IBGIX vs. VYMSX - Performance Comparison
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Returns By Period
In the year-to-date period, IBGIX achieves a -14.46% return, which is significantly lower than VYMSX's 17.08% return. Over the past 10 years, IBGIX has outperformed VYMSX with an annualized return of 14.33%, while VYMSX has yielded a comparatively lower 10.22% 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%
VYMSX
- 1D
- 0.64%
- 1M
- -0.90%
- 6M
- 13.00%
- YTD
- 17.08%
- 1Y
- 23.06%
- 3Y*
- 14.06%
- 5Y*
- 8.70%
- 10Y*
- 10.22%
- ALL TIME*
- 8.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IBGIX vs. VYMSX - 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% |
VYMSX Voya Mid Cap Research Enhanced Index Fund | 17.08% | 6.79% | 14.92% | 17.35% | -14.63% | 27.47% | 8.26% | 28.18% | -14.55% | 13.43% |
Correlation
The correlation between IBGIX and VYMSX is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2002 | 0.87 |
Over the past year, the correlation between IBGIX and VYMSX has dropped to 0.47 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
IBGIX vs. VYMSX — Risk / Return Rank
IBGIX
VYMSX
IBGIX vs. VYMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and Voya Mid Cap Research Enhanced Index Fund (VYMSX). 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 | VYMSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.51 | ||
| Sortino ratioReturn per unit of downside risk | -3.60 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.23 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | 2.33 | -3.28 |
| Martin ratioReturn relative to average drawdown | -1.60 | 8.77 | -10.37 |
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Drawdowns
IBGIX vs. VYMSX - Drawdown Comparison
The maximum IBGIX drawdown since its inception was -57.44%, roughly equal to the maximum VYMSX drawdown of -57.85%. Use the drawdown chart below to compare losses from any high point for IBGIX and VYMSX.
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Drawdown Indicators
| IBGIX | VYMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.44% | -57.85% | +0.41% |
Max Drawdown (1Y)Largest decline over 1 year | -23.13% | -10.34% | -12.79% |
Max Drawdown (3Y)Largest decline over 3 years | -30.02% | -24.02% | -6.00% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -31.71% | -2.67% |
Max Drawdown (10Y)Largest decline over 10 years | -40.82% | -43.69% | +2.87% |
Current DrawdownCurrent decline from peak | -30.18% | -3.15% | -27.03% |
Average DrawdownAverage peak-to-trough decline | -14.21% | -9.12% | -5.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.37% | 2.69% | +11.68% |
Volatility
IBGIX vs. VYMSX - Volatility Comparison
VY Baron Growth Portfolio (IBGIX) has a higher volatility of 6.58% compared to Voya Mid Cap Research Enhanced Index Fund (VYMSX) at 4.02%. This indicates that IBGIX's price experiences larger fluctuations and is considered to be riskier than VYMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBGIX | VYMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 4.02% | +2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.71% | 13.39% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.17% | 17.77% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 23.36% | -2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.99% | 22.90% | +13.09% |
IBGIX vs. VYMSX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is higher than VYMSX's 0.82% expense ratio.
Dividends
IBGIX vs. VYMSX - Dividend Comparison
IBGIX's dividend yield for the trailing twelve months is around 301.33%, more than VYMSX's 25.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VYMSX Voya Mid Cap Research Enhanced Index Fund | 25.42% | 29.77% | 11.50% | 0.96% | 6.78% | 14.81% | 0.79% | 2.00% | 13.24% | 7.58% | 1.83% | 6.83% |
Frequently Asked Questions
IBGIX and VYMSX have a correlation of 0.47, 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 VYMSX (4.02%). In terms of maximum drawdown, IBGIX dropped -57.44% vs VYMSX's -57.85%.
VYMSX currently has the higher Sharpe Ratio (1.36 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.
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