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IBRIX vs. BPRIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBRIX vs. BPRIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VY BlackRock Inflation Protected Bond Portfolio (IBRIX) and BlackRock Inflation Protected Bond Fund (BPRIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBRIX achieves a 1.99% return, which is significantly higher than BPRIX's 0.61% return. Over the past 10 years, IBRIX has outperformed BPRIX with an annualized return of 2.55%, while BPRIX has yielded a comparatively lower 2.41% annualized return.


IBRIX

1D
0.43%
1M
0.22%
YTD
1.99%
6M
2.12%
1Y
4.57%
3Y*
3.95%
5Y*
1.00%
10Y*
2.55%

BPRIX

1D
0.21%
1M
0.63%
YTD
0.61%
6M
0.99%
1Y
3.67%
3Y*
3.10%
5Y*
0.49%
10Y*
2.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBRIX vs. BPRIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IBRIX
VY BlackRock Inflation Protected Bond Portfolio
1.99%6.11%2.09%4.30%-12.63%5.25%11.04%8.32%-1.75%2.71%
BPRIX
BlackRock Inflation Protected Bond Fund
0.61%6.84%1.41%2.92%-12.87%5.76%11.76%8.33%-1.85%3.10%

Correlation

The correlation between IBRIX and BPRIX is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.80

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.90

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Apr 30, 2007

0.89

The correlation between IBRIX and BPRIX shifts across timeframes, from 0.80 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

IBRIX vs. BPRIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBRIX
IBRIX Risk / Return Rank: 1515
Overall Rank
IBRIX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
IBRIX Sortino Ratio Rank: 88
Sortino Ratio Rank
IBRIX Omega Ratio Rank: 1919
Omega Ratio Rank
IBRIX Calmar Ratio Rank: 1212
Calmar Ratio Rank
IBRIX Martin Ratio Rank: 2626
Martin Ratio Rank

BPRIX
BPRIX Risk / Return Rank: 2020
Overall Rank
BPRIX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BPRIX Sortino Ratio Rank: 1919
Sortino Ratio Rank
BPRIX Omega Ratio Rank: 1717
Omega Ratio Rank
BPRIX Calmar Ratio Rank: 2222
Calmar Ratio Rank
BPRIX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBRIX vs. BPRIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VY BlackRock Inflation Protected Bond Portfolio (IBRIX) and BlackRock Inflation Protected Bond Fund (BPRIX). 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.


IBRIXBPRIXDifference
Sharpe ratioReturn per unit of total volatility

-0.46

Sortino ratioReturn per unit of downside risk

-0.72

Omega ratioGain probability vs. loss probability

1.21

1.20

+0.01

Calmar ratioReturn relative to maximum drawdown

1.05

1.62

-0.57

Martin ratioReturn relative to average drawdown

5.81

5.27

+0.54

IBRIX vs. BPRIX - Sharpe Ratio Comparison

The current IBRIX Sharpe Ratio is 0.62, which is lower than the BPRIX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of IBRIX and BPRIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IBRIX vs. BPRIX - Drawdown Comparison

The maximum IBRIX drawdown since its inception was -15.82%, roughly equal to the maximum BPRIX drawdown of -15.52%. Use the drawdown chart below to compare losses from any high point for IBRIX and BPRIX.


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Drawdown Indicators


IBRIXBPRIXDifference

Max Drawdown

Largest peak-to-trough decline

-15.82%

-15.52%

-0.30%

Max Drawdown (1Y)

Largest decline over 1 year

-4.81%

-2.40%

-2.41%

Max Drawdown (3Y)

Largest decline over 3 years

-5.68%

-4.86%

-0.82%

Max Drawdown (5Y)

Largest decline over 5 years

-15.82%

-15.52%

-0.30%

Max Drawdown (10Y)

Largest decline over 10 years

-15.82%

-15.52%

-0.30%

Current Drawdown

Current decline from peak

-0.54%

-2.63%

+2.09%

Average Drawdown

Average peak-to-trough decline

-4.11%

-3.81%

-0.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.83%

0.74%

+0.09%

Volatility

IBRIX vs. BPRIX - Volatility Comparison

The current volatility for VY BlackRock Inflation Protected Bond Portfolio (IBRIX) is 1.25%, while BlackRock Inflation Protected Bond Fund (BPRIX) has a volatility of 1.63%. This indicates that IBRIX experiences smaller price fluctuations and is considered to be less risky than BPRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBRIXBPRIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.25%

1.63%

-0.38%

Volatility (6M)

Calculated over the trailing 6-month period

7.34%

2.79%

+4.55%

Volatility (1Y)

Calculated over the trailing 1-year period

8.13%

3.61%

+4.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.07%

6.14%

+0.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.93%

5.53%

+0.40%

IBRIX vs. BPRIX - Expense Ratio Comparison

IBRIX has a 0.58% expense ratio, which is higher than BPRIX's 0.40% expense ratio.


Dividends

IBRIX vs. BPRIX - Dividend Comparison

IBRIX's dividend yield for the trailing twelve months is around 3.84%, less than BPRIX's 4.71% yield.


PositionTTM20252024202320222021202020192018201720162015
BPRIX
BlackRock Inflation Protected Bond Fund
4.71%4.47%3.38%2.48%6.04%6.39%1.48%2.34%2.78%2.20%1.19%2.07%
IBRIX
VY BlackRock Inflation Protected Bond Portfolio
3.84%3.31%3.87%3.55%4.96%2.68%1.70%2.38%2.51%1.52%0.00%1.41%

Frequently Asked Questions


IBRIX and BPRIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BPRIX has higher volatility (1.63%) compared to IBRIX (1.25%). In terms of maximum drawdown, IBRIX dropped -15.82% vs BPRIX's -15.52%.

BPRIX currently has the higher Sharpe Ratio (1.08 vs 0.62), 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.

Portfolio Optimizer

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