BFGUX vs. BQMGX
BFGUX (Baron Focused Growth Fund R6 Shares) and BQMGX (Bright Rock Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, BFGUX returned 11.61%/yr vs 2.45%/yr for BQMGX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. BFGUX charges 1.05%/yr vs 1.07%/yr for BQMGX.
Performance
BFGUX vs. BQMGX - Performance Comparison
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Returns By Period
In the year-to-date period, BFGUX achieves a 0.13% return, which is significantly higher than BQMGX's -0.04% return.
BFGUX
- 1D
- 3.47%
- 1M
- -4.81%
- 6M
- 2.26%
- YTD
- 0.13%
- 1Y
- 13.67%
- 3Y*
- 17.19%
- 5Y*
- 11.61%
- 10Y*
- —
- ALL TIME*
- 20.66%
BQMGX
- 1D
- 1.33%
- 1M
- 1.47%
- 6M
- -4.11%
- YTD
- -0.04%
- 1Y
- -3.74%
- 3Y*
- 4.61%
- 5Y*
- 2.45%
- 10Y*
- 8.84%
- ALL TIME*
- 9.38%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BFGUX vs. BQMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGUX Baron Focused Growth Fund R6 Shares | 0.13% | 22.26% | 29.85% | 27.75% | -28.03% | 18.99% | 122.96% | 30.33% | 4.07% | 26.67% |
BQMGX Bright Rock Mid Cap Growth Fund | -0.04% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
Correlation
The correlation between BFGUX and BQMGX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2016 | 0.73 |
The correlation between BFGUX and BQMGX has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.
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Return for Risk
BFGUX vs. BQMGX — Risk / Return Rank
BFGUX
BQMGX
BFGUX vs. BQMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund R6 Shares (BFGUX) and Bright Rock Mid Cap Growth Fund (BQMGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BFGUX | BQMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.95 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | -0.37 | +1.21 |
| Martin ratioReturn relative to average drawdown | 2.95 | -0.77 | +3.72 |
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Drawdowns
BFGUX vs. BQMGX - Drawdown Comparison
The maximum BFGUX drawdown since its inception was -43.60%, which is greater than BQMGX's maximum drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for BFGUX and BQMGX.
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Drawdown Indicators
| BFGUX | BQMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.60% | -36.05% | -7.55% |
Max Drawdown (1Y)Largest decline over 1 year | -16.48% | -11.62% | -4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -20.98% | -18.72% | -2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -25.92% | -9.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.05% | — |
Current DrawdownCurrent decline from peak | -13.59% | -6.13% | -7.46% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -5.88% | -3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 5.49% | -0.75% |
Volatility
BFGUX vs. BQMGX - Volatility Comparison
Baron Focused Growth Fund R6 Shares (BFGUX) has a higher volatility of 7.56% compared to Bright Rock Mid Cap Growth Fund (BQMGX) at 3.09%. This indicates that BFGUX's price experiences larger fluctuations and is considered to be riskier than BQMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFGUX | BQMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 3.09% | +4.47% |
Volatility (6M)Calculated over the trailing 6-month period | 17.06% | 9.40% | +7.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 12.37% | +10.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.02% | 16.85% | +6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.39% | 17.92% | +6.47% |
BFGUX vs. BQMGX - Expense Ratio Comparison
BFGUX has a 1.05% expense ratio, which is lower than BQMGX's 1.07% expense ratio.
Dividends
BFGUX vs. BQMGX - Dividend Comparison
BFGUX has not paid dividends to shareholders, while BQMGX's dividend yield for the trailing twelve months is around 4.12%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGUX Baron Focused Growth Fund R6 Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.78% | 15.00% | 2.78% | 1.74% | 1.05% | 2.08% | 5.92% | 0.00% |
BQMGX Bright Rock Mid Cap Growth Fund | 4.12% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
Frequently Asked Questions
BFGUX and BQMGX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BFGUX has higher volatility (7.56%) compared to BQMGX (3.09%). In terms of maximum drawdown, BFGUX dropped -43.60% vs BQMGX's -36.05%.
BFGUX currently has the higher Sharpe Ratio (0.61 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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