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IBGIX: VY(R) BARON GROWTH PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 12.19 0.14(1.14%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 05/23/2003 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 37.54% |
| Expenses | 1.39% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/23/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -13.1 | -18.7 | -4.5 | -5.2 | 6.8 | 8.0 | 7.1 | 9.1 | -10.2 | 4.8 | 15.0 | -23.4 | 12.4 | 33.5 | 38.5 | -1.6 | 28.5 | 5.5 | -4.7 | 4.6 | 39.2 | 20.0 | 2.4 | 26.9 | 35.5 | -41.1 | 6.4 | 15.5 | 7.6 | 28.3 | 26.8 |
| Sharpe Ratio | NA | -1.45 | -1.17 | -0.45 | -0.38 | 0.24 | NA | NA | 0.38 | -0.66 | 0.09 | 0.69 | -0.89 | 0.64 | 0.84 | 2.56 | -0.17 | 3.15 | 0.34 | -0.31 | 0.32 | 3.21 | 1.44 | 0.09 | 1.44 | 1.29 | -1.06 | 0.19 | 0.87 | 0.38 | 2.21 | 3.81 |
| Draw Down(%) | NA | 18.7 | 24.3 | 29.8 | 34.4 | 40.8 | NA | NA | 57.3 | 19.6 | 10.3 | 15.0 | 33.5 | 8.9 | 40.8 | 8.5 | 24.9 | 4.2 | 13.5 | 13.8 | 10.3 | 5.2 | 8.9 | 24.4 | 14.0 | 24.9 | 53.1 | 9.9 | 15.2 | 10.7 | 12.0 | 4.2 |
| Standard Deviation(%) | NA | 21.0 | 18.2 | 17.4 | 20.2 | 21.2 | NA | NA | 20.6 | 19.9 | 14.2 | 16.6 | 28.1 | 19.4 | 39.3 | 14.5 | 17.8 | 8.9 | 15.6 | 15.4 | 14.2 | 12.2 | 13.9 | 27.5 | 18.5 | 27.5 | 39.4 | 17.0 | 14.0 | 14.0 | 12.3 | 12.4 |
| Treynor Ratio | NA | -0.47 | -0.31 | -0.1 | -0.1 | 0.06 | NA | NA | 0.09 | -0.17 | 0.02 | 0.13 | -0.3 | 0.14 | 0.31 | 0.38 | -0.03 | 0.29 | 0.06 | -0.07 | 0.05 | 0.45 | 0.25 | 0.03 | 0.33 | 0.39 | -0.53 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.16 | -0.1 | -0.06 | -0.04 | -0.01 | NA | NA | 0.01 | -0.08 | -0.03 | -0.02 | 0.01 | -0.02 | -0.01 | 0.02 | 0.02 | 0.03 | 0.0 | -0.01 | -0.03 | 0.04 | 0.02 | 0.02 | 0.01 | -0.01 | -0.01 | -0.03 | 0.02 | NA | NA | NA |
| Beta | NA | 0.65 | 0.7 | 0.76 | 0.81 | 0.91 | NA | NA | 0.88 | 0.76 | 0.75 | 0.87 | 0.84 | 0.9 | 1.06 | 0.97 | 0.93 | 0.95 | 0.92 | 0.72 | 0.97 | 0.87 | 0.81 | 0.96 | 0.81 | 0.9 | 0.8 | 0.91 | 1.04 | NA | NA | NA |
| RSquared | NA | 0.36 | 0.39 | 0.6 | 0.74 | 0.82 | NA | NA | 0.8 | 0.66 | 0.64 | 0.78 | 0.93 | 0.72 | 0.93 | 0.86 | 0.9 | 0.78 | 0.88 | 0.55 | 0.88 | 0.89 | 0.88 | 0.96 | 0.93 | 0.95 | 0.9 | 0.85 | 0.24 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 24.8 | 37.2 | 15.3 | 8.9 | 13.2 | 14.2 | 12.7 | N/A | 18.1 | 4.2 | 5.7 | 8.1 | 0.0 | 0.0 | 51.5 | 10.3 | 13.7 | 11.3 | 7.9 | 1.8 | 6.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.7 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -0.6 | 764.2 | 328.2 | -38.2 | 641.6 | N/A | N/A | N/A | 333.5 | -20.5 | -50.6 | 2814900.0 | N/A | -100.0 | 344.9 | -14.9 | 17.7 | 24.0 | 349.1 | -61.3 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/23/2003
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