Back to top
more

Vy Baron Growth Portfolio Initial: (MF: IBGIX)

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

$12.28 USD

+0.11 (0.90%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 -8.28 98
3 months -8.04 98
6 months -13.53 98
1 Year -16.83 98
3 Year -4.38 99
5 Year -2.93 96
10 Year 8.73 89

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.66
Bull Market (2/09 - 3/21) 674.01

Load Adjusted Returns as of Feb 28, 2026

1 Year -10.67
5 Year -0.91
10 Year 8.98
Since Inception 9.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.00 1.96 -5.60 -2.31
2024 5.67 -8.53 6.30 -2.12
2023 8.04 2.54 -3.46 7.60
2022 -13.53 -18.71 -1.64 10.67
2021 0.69 7.94 3.66 7.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.28-10.680.5615.09-23.4820.7333.5438.96-1.6628.525.56
% Total Return Rel to Index -5.77-28.90-24.45-11.15-5.28-7.9415.147.472.726.72-6.37
% Total Return Rel to Peer -8.96-17.98-11.36-0.98-3.971.4214.5513.539.1112.92-10.39
% Perf Quintile vs Peer* 5.005.000.004.004.003.002.001.001.001.005.00
% Dividends 0.000.120.000.000.000.000.000.000.000.300.00
% Yield 0.000.500.000.380.000.000.000.000.000.850.00
Capital Gains ($) 0.004.670.001.392.822.440.0014.043.163.403.15
Expense Ratio 0.000.991.001.000.990.990.990.990.990.990.98

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