BDAIX vs. FOCPX

In the year-to-date period, BDAIX achieves a 0.94% return, which is significantly higher than FOCPX's -4.01% return.

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BDAIX has a 1.48% expense ratio, which is higher than FOCPX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Durable Advantage Fund (BDAIX) and Fidelity OTC Portfolio (FOCPX). 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 BDAIX Sharpe Ratio is 0.57, which is higher than the FOCPX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of BDAIX and FOCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BDAIX's dividend yield for the trailing twelve months is around 0.22%, less than FOCPX's 14.18% yield.

The maximum BDAIX drawdown since its inception was -33.57%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for BDAIX and FOCPX. For additional features, visit the drawdowns tool.

Baron Durable Advantage Fund (BDAIX) has a higher volatility of 7.13% compared to Fidelity OTC Portfolio (FOCPX) at 6.33%. This indicates that BDAIX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.