BFGFX vs. ARKW

In the year-to-date period, BFGFX achieves a 1.38% return, which is significantly lower than ARKW's 11.79% return. Over the past 10 years, BFGFX has underperformed ARKW with an annualized return of 17.48%, while ARKW has yielded a comparatively higher 20.40% annualized return.

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BFGFX has a 1.32% expense ratio, which is higher than ARKW's 0.76% expense ratio.

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.

The current BFGFX Sharpe Ratio is 1.54, which is comparable to the ARKW Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of BFGFX and ARKW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BFGFX nor ARKW has paid dividends to shareholders.

The maximum BFGFX drawdown since its inception was -56.88%, 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.

The current volatility for Baron Focused Growth Fund (BFGFX) is 5.06%, while ARK Next Generation Internet ETF (ARKW) has a volatility of 9.03%. 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.