IBCGX
VY Baron Growth-S2
$20.15
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 436.862M |
| 52 Week High | 22.16 |
| 52 Week Low | 17.94 |
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Key Data
| Symbol | IBCGX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 20.15 |
| Price Yesterday | 20.15 |
| Market Cap | 436.86 |
| YTD Return | -4.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.004 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.014 |
Overview
| 52 Week High | 22.16 |
|---|---|
| 52 Week Low | 17.94 |
| Market Cap | 436.86M |
| Shares Outstanding | 21.68M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 6.90% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.90% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 5.14% |
| One Months | 5.81% |
| Three Months | -27.54% |
| Six Months | -3.73% |
| Nine Months | 3.09% |
| One Year | 0.74% |
| Three Years | -2.98% |
| Five Years | 7.34% |
| Ten Years | 9.32% |
| YTD | -7.62% |
| Since Inception | 12.83% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.10% |
| One Month | 0.45% |
| Three Months | -7.61% |
| Six Months | -1.85% |
| Nine Months | 2.28% |
| One Year | 0.74% |
| Three Years | -8.63% |
| Five Years | 42.39% |
| Ten Years | 143.27% |
| YTD | -4.00% |
| Since Inception | 506.93% |
Yearly Returns
| 2024 | -4.00% |
|---|---|
| 2023 | 14.65% |
| 2022 | -23.79% |
| 2021 | 20.25% |
| 2020 | 32.99% |
| 2019 | 38.37% |
| 2018 | -2.05% |
| 2017 | 28.01% |
| 2016 | 5.17% |
| 2015 | -5.17% |
Risk against SP-DA
| Alpha | -23.74% |
|---|---|
| Beta | 0.82 |
| Correlation | 64.13% |
| Downside Deviation | 4.45% |
| Coefficient of determination | 41.12% |
| Standard Deviation | 4.11% |
| Sharpe Ratio | -1.97 |
| Sortino | -6.29 |
| Treynor | -5.67 |
| Ulcer Index | 5.95 |
| Ulcer Performance Index | -4.7 |