BFGFX vs. FSMD

In the year-to-date period, BFGFX achieves a 1.38% return, which is significantly higher than FSMD's -1.38% return.

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BFGFX has a 1.32% expense ratio, which is higher than FSMD's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Fidelity Small-Mid Multifactor ETF (FSMD). 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 higher than the FSMD Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of BFGFX and FSMD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BFGFX has not paid dividends to shareholders, while FSMD's dividend yield for the trailing twelve months is around 1.37%.

The maximum BFGFX drawdown since its inception was -56.88%, which is greater than FSMD's maximum drawdown of -40.67%. Use the drawdown chart below to compare losses from any high point for BFGFX and FSMD.

The current volatility for Baron Focused Growth Fund (BFGFX) is 5.06%, while Fidelity Small-Mid Multifactor ETF (FSMD) has a volatility of 5.52%. This indicates that BFGFX experiences smaller price fluctuations and is considered to be less risky than FSMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.