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Vy Baron Growth Portfolio S2: (MF: IBCGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:50 PM ET

$7.60 USD

+0.07 (0.93%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -8.35 98
3 months -8.16 98
6 months -13.67 98
1 Year -17.14 98
3 Year -5.13 99
5 Year -3.54 96
10 Year 8.17 94

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -11.02
5 Year -1.53
10 Year 8.43
Since Inception 10.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.10 1.87 -5.68 -2.41
2024 5.57 -8.66 4.99 -2.21
2023 7.97 2.41 -3.53 7.47
2022 -13.61 -18.77 -1.69 10.50
2021 0.60 7.84 3.56 7.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.35-11.02-1.0014.64-23.7720.2632.9938.36-2.0428.015.16
% Total Return Rel to Index -5.84-29.24-26.02-11.60-5.56-8.4214.596.872.356.21-6.77
% Total Return Rel to Peer -9.03-18.32-12.92-1.43-4.250.9414.0012.938.7312.41-10.78
% Perf Quintile vs Peer* 5.005.000.004.004.003.002.001.001.001.005.00
% Dividends 0.000.040.000.000.000.000.000.000.000.110.00
% Yield 0.000.220.000.160.000.000.000.000.000.340.00
Capital Gains ($) 0.004.670.001.392.822.440.0014.043.163.403.15
Expense Ratio 0.001.391.401.401.391.391.391.391.391.391.38

* 1 = Top 20%, 5 = Bottom 20%