BFGFX vs. VOO

In the year-to-date period, BFGFX achieves a 1.38% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, BFGFX has outperformed VOO with an annualized return of 17.48%, while VOO has yielded a comparatively lower 12.81% annualized return.

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BFGFX has a 1.32% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Vanguard S&P 500 ETF (VOO). 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 VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of BFGFX and VOO, 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 VOO's dividend yield for the trailing twelve months is around 1.29%.

The maximum BFGFX drawdown since its inception was -56.88%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BFGFX and VOO.

Baron Focused Growth Fund (BFGFX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.06% and 4.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.