BARAX vs. SPY

In the year-to-date period, BARAX achieves a 4.74% return, which is significantly higher than SPY's 1.80% return. Over the past 10 years, BARAX has underperformed SPY with an annualized return of 10.27%, while SPY has yielded a comparatively higher 12.75% annualized return.

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BARAX has a 1.29% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund (BARAX) and SPDR S&P 500 ETF (SPY). 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 comparable to the SPY Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of BARAX and SPY, 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 SPY's dividend yield for the trailing twelve months is around 1.20%.

The maximum BARAX drawdown since its inception was -57.35%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BARAX and SPY. For additional features, visit the drawdowns tool.

Baron Asset Fund (BARAX) and SPDR S&P 500 ETF (SPY) have volatilities of 5.49% and 5.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.