BFGFX vs. VGT

In the year-to-date period, BFGFX achieves a 1.40% return, which is significantly higher than VGT's -1.91% return. Over the past 10 years, BFGFX has underperformed VGT with an annualized return of 17.44%, while VGT has yielded a comparatively higher 19.81% annualized return.

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BFGFX has a 1.32% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Vanguard Information Technology ETF (VGT). 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 1.55, which is higher than the VGT Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of BFGFX and VGT, 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 VGT's dividend yield for the trailing twelve months is around 0.52%.

The maximum BFGFX drawdown since its inception was -56.88%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BFGFX and VGT.

The current volatility for Baron Focused Growth Fund (BFGFX) is 5.14%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.63%. This indicates that BFGFX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.