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VY Baron Growth A (IBSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.78-0.07 (-0.35%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.99%
5-year average return8.75%
Number of years up17
Number of years down4
Best 1-yr total return (17 Apr 2024)38.50%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return38.50%
Worst 3-yr total return1.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIBSAXCategory
YTD5.56%10.80%
1-month2.30%4.43%
3-month5.56%7.00%
1-year11.99%48.17%
3-year3.21%21.26%
5-year11.03%20.18%
10-year10.20%14.07%
Last bull market42.36%27.14%
Last bear market-18.83%-21.26%

Annual total return (%) history

Year
IBSAXCategory
2024
N/AN/A
2023
14.56%N/A
2022
-23.90%N/A
2021
20.14%N/A
2020
32.89%39.26%
2019
38.24%32.52%
2018
-2.15%-6.65%
2017
27.86%23.91%
2016
5.06%6.03%
2015
-5.27%-0.95%
2014
4.05%7.00%
2013
38.50%34.93%
2012
19.40%14.07%
2011
1.89%-3.96%
2010
26.24%24.61%
2009
34.83%39.11%
2008
-41.41%-43.77%
2007
5.80%15.09%
2006
15.02%9.00%
2005
7.07%9.84%
2004
27.58%13.23%
2003
33.18%35.96%
2002
N/A-27.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.56%N/AN/AN/A
20237.98%2.38%-3.59%7.49%
2022-13.64%-18.83%-1.76%10.50%
20210.58%7.81%3.52%7.04%
2020-22.46%27.70%10.80%21.12%
201920.38%6.54%-0.62%8.45%
20182.76%8.87%7.25%-18.44%
201710.64%6.30%3.42%5.13%
20160.45%3.45%2.17%-1.04%
20155.04%-2.01%-9.91%2.15%
2014-0.37%0.98%-2.95%6.57%
201313.32%1.61%11.29%8.09%
20129.64%-1.21%6.75%3.25%
20119.45%0.84%-18.15%12.79%
20106.54%-6.59%8.90%16.48%
2009-6.43%20.43%13.62%5.31%
2008-13.10%-0.78%-6.87%-27.03%
20072.87%4.35%1.34%-2.74%
200612.39%-4.31%-2.97%10.23%
20051.01%2.67%0.58%2.65%
20047.90%1.75%-0.16%16.38%
2003-2.75%17.65%5.40%10.44%
2002-9.47%0.46%N/AN/A

Rank in category (by total return)

YTD87
1-month65
3-month87
1-year96
3-year42
5-year49

Load adjusted returns

1-year11.99%
3-year3.21%
5-year11.03%
10-year10.20%