BFGFX vs. ARKW
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and ARK Next Generation Internet ETF (ARKW).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. ARKW is an actively managed fund by ARK Investment Management. It was launched on Sep 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFGFX or ARKW.
Key characteristics
| BFGFX | ARKW | |
|---|---|---|
| YTD Return | -3.18% | -2.31% |
| 1Y Return | 9.77% | 57.43% |
| 3Y Return (Ann) | 0.60% | -20.00% |
| 5Y Return (Ann) | 21.73% | 7.79% |
| Sharpe Ratio | 0.64 | 1.67 |
| Daily Std Dev | 15.28% | 33.27% |
| Max Drawdown | -56.92% | -80.01% |
| Current Drawdown | -19.13% | -59.35% |
Correlation
The correlation between BFGFX and ARKW is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BFGFX vs. ARKW - Performance Comparison
In the year-to-date period, BFGFX achieves a -3.18% return, which is significantly lower than ARKW's -2.31% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BFGFX vs. ARKW - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is higher than ARKW's 0.76% expense ratio.
Risk-Adjusted Performance
BFGFX vs. ARKW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and ARK Next Generation Internet ETF (ARKW). 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.
Dividends
BFGFX vs. ARKW - Dividend Comparison
Neither BFGFX nor ARKW has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% | 0.60% | 1.22% |
ARKW ARK Next Generation Internet ETF | 0.00% | 0.00% | 0.00% | 2.79% | 1.29% | 0.00% | 13.06% | 2.05% | 0.00% | 2.29% | 0.00% | 0.00% |
Drawdowns
BFGFX vs. ARKW - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -56.92%, smaller than the maximum ARKW drawdown of -80.01%. Use the drawdown chart below to compare losses from any high point for BFGFX and ARKW. For additional features, visit the drawdowns tool.
Volatility
BFGFX vs. ARKW - Volatility Comparison
The current volatility for Baron Focused Growth Fund (BFGFX) is 4.59%, while ARK Next Generation Internet ETF (ARKW) has a volatility of 8.83%. This indicates that BFGFX experiences smaller price fluctuations and is considered to be less risky than ARKW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.