BARAX vs. VOT

In the year-to-date period, BARAX achieves a 2.20% return, which is significantly lower than VOT's 4.92% return. Over the past 10 years, BARAX has underperformed VOT with an annualized return of 4.16%, while VOT has yielded a comparatively higher 11.11% annualized return.

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

BARAX has a 1.29% expense ratio, which is higher than VOT's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund (BARAX) and Vanguard Mid-Cap Growth ETF (VOT). 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 -0.11, which is lower than the VOT Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of BARAX and VOT, 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 VOT's dividend yield for the trailing twelve months is around 0.64%.

The maximum BARAX drawdown since its inception was -61.00%, roughly equal to the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for BARAX and VOT. For additional features, visit the drawdowns tool.

Baron Asset Fund (BARAX) has a higher volatility of 18.30% compared to Vanguard Mid-Cap Growth ETF (VOT) at 5.87%. This indicates that BARAX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.