IBGIX vs. WFMIX

In the year-to-date period, IBGIX achieves a -4.60% return, which is significantly lower than WFMIX's -1.13% return. Over the past 10 years, IBGIX has underperformed WFMIX with an annualized return of -2.52%, while WFMIX has yielded a comparatively higher 4.39% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

IBGIX has a 0.99% expense ratio, which is higher than WFMIX's 0.80% expense ratio.

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.

The current IBGIX Sharpe Ratio is -0.15, which is higher than the WFMIX Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of IBGIX and WFMIX, 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's dividend yield for the trailing twelve months is around 4.33%, more than WFMIX's 1.34% yield.

The maximum IBGIX drawdown since its inception was -58.53%, roughly equal to the maximum WFMIX drawdown of -56.74%. Use the drawdown chart below to compare losses from any high point for IBGIX and WFMIX. For additional features, visit the drawdowns tool.

VY Baron Growth Portfolio (IBGIX) has a higher volatility of 6.57% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 5.13%. 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.