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Baron Focused Growth Fund Institutional Shares (BFGIX) Sharpe Ratio: 1.33

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The Baron Focused Growth Fund invests primarily in U.S. small- and mid-sized growth companies, focusing on those with durable competitive advantages and exceptional management teams.

BFGIX's Sharpe Ratio of 1.33 indicates that for each unit of volatility, it generates 1.33 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

BFGIX Sharpe Ratio Rank

BFGIX Sharpe Ratio Rank: 20.420
Below Average

BFGIX ranks above 20.4% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

BFGIX Sharpe Ratio Market Positioning

The chart shows BFGIX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.42 or lower
  • Yellow zone (middle 50%): 1.42 to 2.51
  • Green zone (top 25%): 2.51 or higher
  • Top 1%: 4.65+
  • Median: 2.09 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Baron Focused Growth Fund Institutional Shares's Sharpe Ratio with other mutual funds in the Mid Cap Growth Equities category across multiple time periods, showing how BFGIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NEEIXNeedham Growth Fund Institutional Class3.54
NEEGXNeedham Growth Fund3.50
VHCOXVanguard Capital Opportunity Fund Investor Shares3.36
POAGXPrimeCap Odyssey Aggressive Growth Fund3.11
TAAGXTimothy Plan Aggressive Growth Fund2.99
EEOFXEssex Environmental Opportunities Fund2.58
CTIGXCalamos Timpani SMID Growth Fund2.17
ETILXEventide Gilead Class I2.16
ETGLXEventide Gilead Fund2.15
PGOFXPioneer Select Mid Cap Growth Fund2.13
BFGIXBaron Focused Growth Fund Institutional Shares1.33

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BFGIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BFGIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

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