IBGIX vs. WWNPX
IBGIX (VY Baron Growth Portfolio) and WWNPX (Kinetics Paradigm Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, IBGIX returned 14.33%/yr vs 18.31%/yr for WWNPX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. IBGIX charges 0.99%/yr vs 1.64%/yr for WWNPX.
Performance
IBGIX vs. WWNPX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBGIX achieves a -14.46% return, which is significantly lower than WWNPX's 21.61% return. Over the past 10 years, IBGIX has underperformed WWNPX with an annualized return of 14.33%, while WWNPX has yielded a comparatively higher 18.31% 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%
WWNPX
- 1D
- 1.12%
- 1M
- -1.34%
- 6M
- 6.16%
- YTD
- 21.61%
- 1Y
- 11.71%
- 3Y*
- 27.61%
- 5Y*
- 14.30%
- 10Y*
- 18.31%
- ALL TIME*
- 11.87%
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. WWNPX - 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% |
WWNPX Kinetics Paradigm Fund | 21.61% | -14.61% | 88.34% | -16.97% | 29.18% | 38.14% | 3.38% | 30.47% | -5.24% | 28.41% |
Correlation
The correlation between IBGIX and WWNPX is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2002 | 0.64 |
Over the past year, the correlation between IBGIX and WWNPX has dropped to 0.20 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBGIX vs. WWNPX — Risk / Return Rank
IBGIX
WWNPX
IBGIX vs. WWNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) and Kinetics Paradigm Fund (WWNPX). 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 | WWNPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -2.12 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.07 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | 0.25 | -1.20 |
| Martin ratioReturn relative to average drawdown | -1.60 | 0.58 | -2.18 |
Loading charts...
Drawdowns
IBGIX vs. WWNPX - Drawdown Comparison
The maximum IBGIX drawdown since its inception was -57.44%, smaller than the maximum WWNPX drawdown of -67.87%. Use the drawdown chart below to compare losses from any high point for IBGIX and WWNPX.
Loading charts...
Drawdown Indicators
| IBGIX | WWNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.44% | -67.87% | +10.43% |
Max Drawdown (1Y)Largest decline over 1 year | -23.13% | -27.71% | +4.58% |
Max Drawdown (3Y)Largest decline over 3 years | -30.02% | -41.13% | +11.11% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -41.13% | +6.75% |
Max Drawdown (10Y)Largest decline over 10 years | -40.82% | -43.51% | +2.69% |
Current DrawdownCurrent decline from peak | -30.18% | -26.29% | -3.89% |
Average DrawdownAverage peak-to-trough decline | -14.21% | -13.98% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.37% | 12.28% | +2.09% |
Volatility
IBGIX vs. WWNPX - Volatility Comparison
The current volatility for VY Baron Growth Portfolio (IBGIX) is 6.58%, while Kinetics Paradigm Fund (WWNPX) has a volatility of 7.85%. This indicates that IBGIX experiences smaller price fluctuations and is considered to be less risky than WWNPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IBGIX | WWNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 7.85% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.71% | 26.73% | -12.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.17% | 34.28% | -15.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 33.11% | -12.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.99% | 28.84% | +7.15% |
IBGIX vs. WWNPX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is lower than WWNPX's 1.64% expense ratio.
Dividends
IBGIX vs. WWNPX - Dividend Comparison
IBGIX's dividend yield for the trailing twelve months is around 301.33%, more than WWNPX's 6.75% 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% |
WWNPX Kinetics Paradigm Fund | 6.75% | 8.21% | 2.95% | 5.65% | 2.00% | 1.67% | 2.15% | 1.00% | 10.44% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBGIX and WWNPX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WWNPX has higher volatility (7.85%) compared to IBGIX (6.58%). In terms of maximum drawdown, IBGIX dropped -57.44% vs WWNPX's -67.87%.
WWNPX currently has the higher Sharpe Ratio (0.21 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.
Find the right allocation for IBGIX and WWNPX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer