BARAX vs. BTU

In the year-to-date period, BARAX achieves a 4.74% return, which is significantly higher than BTU's -32.14% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund (BARAX) and Peabody Energy Corporation (BTU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BARAX Sharpe Ratio is 0.52, which is higher than the BTU Sharpe Ratio of -0.71. The chart below compares the historical Sharpe Ratios of BARAX and BTU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BARAX has not paid dividends to shareholders, while BTU's dividend yield for the trailing twelve months is around 2.13%.

The maximum BARAX drawdown since its inception was -57.35%, smaller than the maximum BTU drawdown of -98.07%. Use the drawdown chart below to compare losses from any high point for BARAX and BTU. For additional features, visit the drawdowns tool.

The current volatility for Baron Asset Fund (BARAX) is 5.49%, while Peabody Energy Corporation (BTU) has a volatility of 16.78%. This indicates that BARAX experiences smaller price fluctuations and is considered to be less risky than BTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.