Australia markets close in 3 hours 37 minutes

VY Baron Growth S (IBSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.38-0.24 (-1.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.13%
5-year average return7.68%
Number of years up17
Number of years down4
Best 1-yr total return (13 June 2024)38.85%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return38.85%
Worst 3-yr total return1.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIBSSXCategory
YTD-3.90%10.80%
1-month1.43%4.43%
3-month-6.94%7.00%
1-year4.61%48.17%
3-year-1.41%21.26%
5-year9.04%20.18%
10-year9.77%14.07%
Last bull market21.68%27.14%
Last bear market-18.73%-21.26%

Annual total return (%) history

Year
IBSSXCategory
2024
N/AN/A
2023
14.80%N/A
2022
-23.69%N/A
2021
20.43%N/A
2020
33.26%39.26%
2019
38.52%32.52%
2018
-1.89%-6.65%
2017
28.20%23.91%
2016
5.33%6.03%
2015
-5.03%-0.95%
2014
4.34%7.00%
2013
38.85%34.93%
2012
19.67%14.07%
2011
2.22%-3.96%
2010
26.50%24.61%
2009
35.20%39.11%
2008
-41.25%-43.77%
2007
6.11%15.09%
2006
15.24%9.00%
2005
7.35%9.84%
2004
27.97%13.23%
2003
33.45%35.96%
2002
N/A-27.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.64%N/AN/AN/A
20237.98%2.46%-3.50%7.52%
2022-13.60%-18.73%-1.74%10.60%
20210.62%7.89%3.61%7.06%
2020-22.40%27.80%10.85%21.22%
201920.42%6.62%-0.55%8.48%
20182.80%8.93%7.32%-18.36%
201710.68%6.38%3.50%5.20%
20160.51%3.54%2.20%-0.95%
20155.10%-1.94%-9.85%2.22%
2014-0.26%1.02%-2.90%6.66%
201313.42%1.67%11.36%8.13%
20129.76%-1.22%6.86%3.30%
20119.55%0.96%-18.13%12.88%
20106.61%-6.57%8.98%16.54%
2009-6.32%20.42%13.76%5.34%
2008-13.06%-0.71%-6.82%-26.96%
20072.95%4.40%1.42%-2.65%
200612.39%-4.27%-2.88%10.29%
20051.00%2.78%0.58%2.82%
20047.96%1.82%-0.08%16.51%
2003-2.74%17.72%5.48%10.49%
2002-9.37%0.57%N/AN/A

Rank in category (by total return)

YTD97
1-month69
3-month97
1-year99
3-year59
5-year68

Load adjusted returns

1-year4.61%
3-year-1.41%
5-year9.04%
10-year9.77%