IBGIX vs. WFMIX
Compare and contrast key facts about VY Baron Growth Portfolio (IBGIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
IBGIX is managed by Voya. It was launched on May 1, 2002. WFMIX is managed by Allspring Global Investments.
Performance
IBGIX vs. WFMIX - Performance Comparison
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IBGIX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBGIX VY Baron Growth Portfolio | -15.13% | -10.40% | 4.84% | 15.02% | -23.40% | 20.76% | 33.55% | -6.47% | -1.63% | 28.50% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 0.81% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
Returns By Period
In the year-to-date period, IBGIX achieves a -15.13% return, which is significantly lower than WFMIX's 0.81% return. Over the past 10 years, IBGIX has underperformed WFMIX with an annualized return of 3.42%, while WFMIX has yielded a comparatively higher 10.19% annualized 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%
WFMIX
- 1D
- -0.41%
- 1M
- -8.75%
- YTD
- 0.81%
- 6M
- 1.39%
- 1Y
- 9.15%
- 3Y*
- 9.18%
- 5Y*
- 7.66%
- 10Y*
- 10.19%
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IBGIX vs. WFMIX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
IBGIX vs. WFMIX — Risk / Return Rank
IBGIX
WFMIX
IBGIX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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 | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.92 | 0.56 | -1.48 |
Sortino ratioReturn per unit of downside risk | -1.27 | 0.92 | -2.18 |
Omega ratioGain probability vs. loss probability | 0.84 | 1.12 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.96 | 0.72 | -1.69 |
Martin ratioReturn relative to average drawdown | -2.04 | 2.55 | -4.59 |
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 | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.92 | 0.56 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.45 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.54 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.45 | -0.27 |
Correlation
The correlation between IBGIX and WFMIX is 0.83, 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.
Dividends
IBGIX vs. WFMIX - Dividend Comparison
IBGIX's dividend yield for the trailing twelve months is around 80.32%, more than WFMIX's 11.15% 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% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 11.15% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
IBGIX vs. WFMIX - Drawdown Comparison
The maximum IBGIX drawdown since its inception was -57.44%, which is greater than WFMIX's maximum drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for IBGIX and WFMIX.
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Drawdown Indicators
| IBGIX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.44% | -52.70% | -4.74% |
Max Drawdown (1Y)Largest decline over 1 year | -22.82% | -11.57% | -11.25% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -22.13% | -12.25% |
Max Drawdown (10Y)Largest decline over 10 years | -55.64% | -43.80% | -11.84% |
Current DrawdownCurrent decline from peak | -30.72% | -8.99% | -21.73% |
Average DrawdownAverage peak-to-trough decline | -15.09% | -7.53% | -7.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.87% | 3.27% | +8.60% |
Volatility
IBGIX vs. WFMIX - Volatility Comparison
VY Baron Growth Portfolio (IBGIX) has a higher volatility of 5.21% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 4.89%. This indicates that IBGIX's price experiences larger fluctuations and is considered to be riskier than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBGIX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 4.89% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 10.28% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.56% | 17.39% | +7.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.70% | 17.15% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.70% | 18.86% | +4.84% |