IIMOX vs. BARAX
Compare and contrast key facts about Voya MidCap Opportunities Portfolio (IIMOX) and Baron Asset Fund (BARAX).
IIMOX is managed by Voya. It was launched on May 5, 2000. BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987.
Performance
IIMOX vs. BARAX - Performance Comparison
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IIMOX vs. BARAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIMOX Voya MidCap Opportunities Portfolio | -7.72% | 3.84% | 15.91% | 23.54% | -77.25% | 12.05% | 41.21% | 29.45% | -7.44% | 25.08% |
BARAX Baron Asset Fund | -7.87% | 7.89% | 10.35% | 17.05% | -26.06% | 13.88% | 32.98% | 37.64% | -0.15% | 26.18% |
Returns By Period
The year-to-date returns for both stocks are quite close, with IIMOX having a -7.72% return and BARAX slightly lower at -7.87%. Over the past 10 years, IIMOX has underperformed BARAX with an annualized return of -2.43%, while BARAX has yielded a comparatively higher 10.32% annualized return.
IIMOX
- 1D
- 4.05%
- 1M
- -8.38%
- YTD
- -7.72%
- 6M
- -11.68%
- 1Y
- 4.31%
- 3Y*
- 8.71%
- 5Y*
- -19.31%
- 10Y*
- -2.43%
BARAX
- 1D
- 1.64%
- 1M
- -5.84%
- YTD
- -7.87%
- 6M
- -0.37%
- 1Y
- 2.50%
- 3Y*
- 6.84%
- 5Y*
- 1.42%
- 10Y*
- 10.32%
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IIMOX vs. BARAX - Expense Ratio Comparison
IIMOX has a 0.66% expense ratio, which is lower than BARAX's 1.29% expense ratio.
Return for Risk
IIMOX vs. BARAX — Risk / Return Rank
IIMOX
BARAX
IIMOX vs. BARAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya MidCap Opportunities Portfolio (IIMOX) and Baron Asset Fund (BARAX). 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.
| IIMOX | BARAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 0.13 | +0.09 |
Sortino ratioReturn per unit of downside risk | 0.52 | 0.35 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.04 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.06 | 0.36 | -0.43 |
Martin ratioReturn relative to average drawdown | -0.20 | 0.90 | -1.11 |
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
| IIMOX | BARAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.13 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.51 | 0.07 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.08 | 0.52 | -0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.49 | -0.37 |
Correlation
The correlation between IIMOX and BARAX is 0.90, 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
IIMOX vs. BARAX - Dividend Comparison
IIMOX's dividend yield for the trailing twelve months is around 11.38%, less than BARAX's 12.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIMOX Voya MidCap Opportunities Portfolio | 11.38% | 10.50% | 0.00% | 0.00% | 0.00% | 14.45% | 4.43% | 12.33% | 12.00% | 5.41% | 11.65% | 17.54% |
BARAX Baron Asset Fund | 12.49% | 11.51% | 19.23% | 3.48% | 0.01% | 7.65% | 3.05% | 1.78% | 7.42% | 7.25% | 4.88% | 11.50% |
Drawdowns
IIMOX vs. BARAX - Drawdown Comparison
The maximum IIMOX drawdown since its inception was -80.38%, which is greater than BARAX's maximum drawdown of -59.71%. Use the drawdown chart below to compare losses from any high point for IIMOX and BARAX.
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Drawdown Indicators
| IIMOX | BARAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.38% | -59.71% | -20.67% |
Max Drawdown (1Y)Largest decline over 1 year | -17.25% | -11.12% | -6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -80.38% | -37.53% | -42.85% |
Max Drawdown (10Y)Largest decline over 10 years | -80.38% | -37.53% | -42.85% |
Current DrawdownCurrent decline from peak | -71.11% | -9.28% | -61.83% |
Average DrawdownAverage peak-to-trough decline | -19.18% | -11.44% | -7.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 4.44% | +1.34% |
Volatility
IIMOX vs. BARAX - Volatility Comparison
Voya MidCap Opportunities Portfolio (IIMOX) has a higher volatility of 8.14% compared to Baron Asset Fund (BARAX) at 3.90%. This indicates that IIMOX's price experiences larger fluctuations and is considered to be riskier than BARAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IIMOX | BARAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.14% | 3.90% | +4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 14.48% | 11.83% | +2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.92% | 19.02% | +6.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.93% | 19.56% | +19.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.09% | 19.79% | +11.30% |