BDFIX vs. IJR

In the year-to-date period, BDFIX achieves a -4.79% return, which is significantly higher than IJR's -12.83% return. Over the past 10 years, BDFIX has outperformed IJR with an annualized return of 8.45%, while IJR has yielded a comparatively lower 7.21% annualized return.

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BDFIX has a 1.05% expense ratio, which is higher than IJR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Discovery Fund (BDFIX) and iShares Core S&P Small-Cap ETF (IJR). 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 BDFIX Sharpe Ratio is 0.54, which is higher than the IJR Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of BDFIX and IJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BDFIX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.36%.

The maximum BDFIX drawdown since its inception was -48.23%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for BDFIX and IJR. For additional features, visit the drawdowns tool.

Baron Discovery Fund (BDFIX) has a higher volatility of 15.72% compared to iShares Core S&P Small-Cap ETF (IJR) at 14.41%. This indicates that BDFIX's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.