It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
IBSSX: VY(R) BARON GROWTH PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 9.69 0.11(1.12%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 10/29/2002 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 42.41% |
| Expenses | 1.39% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | -13.2 | -18.8 | -4.8 | -5.5 | 6.5 | 7.7 | 6.8 | 8.9 | -10.3 | 4.6 | 14.7 | -23.6 | 11.4 | 33.3 | 38.0 | -1.8 | 28.2 | 5.3 | -5.0 | 4.3 | 38.8 | 19.7 | 2.2 | 26.5 | 35.2 | -41.3 | 6.1 | 15.2 | 7.4 | 28.0 | 33.4 | 0.8 |
| Sharpe Ratio | NA | -1.48 | -1.13 | -0.41 | -0.39 | 0.23 | NA | NA | 0.38 | -0.67 | 0.07 | 0.67 | -0.89 | 0.58 | 0.84 | 2.53 | -0.18 | 3.12 | 0.33 | -0.33 | 0.31 | 3.18 | 1.42 | 0.08 | 1.43 | 1.28 | -1.07 | 0.17 | 0.84 | 0.36 | 2.19 | 2.3 | 0.22 |
| Draw Down(%) | NA | 18.9 | 24.4 | 30.1 | 34.5 | 40.8 | NA | NA | 57.4 | 19.6 | 10.3 | 15.1 | 33.6 | 8.9 | 40.8 | 8.6 | 24.9 | 4.2 | 13.5 | 13.9 | 10.4 | 5.2 | 8.9 | 24.4 | 14.1 | 25.0 | 53.2 | 9.9 | 15.2 | 10.7 | 12.1 | 10.9 | 5.2 |
| Standard Deviation(%) | NA | 20.7 | 17.9 | 17.3 | 20.2 | 21.2 | NA | NA | 20.5 | 19.9 | 14.2 | 16.6 | 28.2 | 19.6 | 39.2 | 14.4 | 17.8 | 8.9 | 15.5 | 15.4 | 14.2 | 12.2 | 13.9 | 27.5 | 18.5 | 27.4 | 39.4 | 17.0 | 14.1 | 14.0 | 12.3 | 14.2 | 17.5 |
| Treynor Ratio | NA | -0.45 | -0.28 | -0.09 | -0.1 | 0.05 | NA | NA | 0.09 | -0.17 | 0.01 | 0.13 | -0.3 | 0.13 | 0.31 | 0.38 | -0.03 | 0.29 | 0.06 | -0.07 | 0.04 | 0.45 | 0.25 | 0.02 | 0.33 | 0.39 | -0.53 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.18 | -0.11 | -0.06 | -0.04 | -0.02 | NA | NA | 0.01 | -0.08 | -0.03 | -0.02 | 0.01 | -0.02 | -0.01 | 0.02 | 0.01 | 0.02 | 0.0 | -0.02 | -0.03 | 0.03 | 0.02 | 0.02 | 0.01 | -0.01 | -0.01 | -0.04 | 0.02 | NA | NA | NA | NA |
| Beta | NA | 0.68 | 0.71 | 0.76 | 0.81 | 0.91 | NA | NA | 0.88 | 0.76 | 0.75 | 0.87 | 0.84 | 0.9 | 1.06 | 0.96 | 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 | NA |
| RSquared | NA | 0.39 | 0.4 | 0.61 | 0.74 | 0.82 | NA | NA | 0.79 | 0.65 | 0.65 | 0.78 | 0.93 | 0.7 | 0.93 | 0.86 | 0.9 | 0.78 | 0.88 | 0.55 | 0.88 | 0.89 | 0.88 | 0.97 | 0.93 | 0.95 | 0.9 | 0.85 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 29.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.3 | 4.7 | 6.4 | 8.9 | 0.0 | 0.0 | 54.1 | 10.8 | 14.0 | 11.7 | 7.9 | 1.6 | 5.9 | 0.0 | 0.0 | 0.0 | 0.0 | 2.7 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 327.5 | -20.5 | -50.6 | 2814900.0 | N/A | -100.0 | 344.9 | -13.1 | 15.3 | 28.5 | 393.6 | -64.8 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 3.95% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 2.69% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 2.75% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 3.56% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 3.41% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 3.46% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 2.64% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 2.78% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 3.37% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to IBSSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
