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Vy Baron Growth Portfolio Service: (MF: IBSSX)

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

$9.76 USD

+0.09 (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

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
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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 -8.32 98
3 months -8.10 98
6 months -13.63 98
1 Year -17.04 98
3 Year -4.81 99
5 Year -3.28 96
10 Year 8.40 92

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.81
Bull Market (2/09 - 3/21) 638.96

Load Adjusted Returns as of Feb 28, 2026

1 Year -10.93
5 Year -1.27
10 Year 8.65
Since Inception 9.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.05 1.87 -5.64 -2.41
2024 5.63 -8.62 5.66 -2.16
2023 7.98 2.46 -3.50 7.52
2022 -13.60 -18.73 -1.72 10.60
2021 0.62 7.88 3.62 7.06

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.32-10.93-0.2114.79-23.6720.4433.2538.51-1.8828.205.32
% Total Return Rel to Index -5.73-29.15-25.23-11.45-5.47-8.2414.857.022.516.40-6.60
% Total Return Rel to Peer -8.92-18.23-12.13-1.28-4.151.1214.2613.088.8912.60-10.62
% Perf Quintile vs Peer* 5.005.000.004.004.003.002.001.001.001.005.00
% Dividends 0.000.060.000.000.000.000.000.000.000.230.00
% Yield 0.000.280.000.210.000.000.000.000.000.680.00
Capital Gains ($) 0.004.670.001.392.822.440.0014.043.163.403.15
Expense Ratio 0.001.241.251.251.241.241.241.241.241.241.23

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