Nasdaq - Delayed Quote USD
VY Baron Growth S (IBSSX)
22.08
-0.08
(-0.36%)
At close: May 23 at 8:01:09 PM EDT
Fund Summary
The Portfolio invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. For this Portfolio, the sub-adviser ("Sub-Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000® Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.85% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -6.20% |
| 5y Average Return | 7.78% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IBSSX | Category Average | IBSSX | Category Average | IBSSX | Category Average | |
| Alpha | -9.69 | 0.01 | -7.25 | 0.01 | -4.12 | -0.02 |
| BETA | 1.07 | 0.01 | 1.12 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.31 | 0.02 | 0.85 | 0.02 | 0.84 | 0.01 |
| R-squared | 80.1 | 0.82 | 79.97 | 0.79 | 81.55 | 0.8 |
| Standard Deviation | 19.49 | 0.23 | 20.22 | 0.19 | 19.08 | 0.17 |
| Sharpe Ratio | -0.05 | 0.01 | 0.36 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | -2.63 | 0.18 | 5.06 | 0.17 | 5.82 | 0.12 |
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