BFTHX vs. SWLGX
Compare and contrast key facts about Baron Fifth Avenue Growth Fund (BFTHX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
BFTHX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2004. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
BFTHX vs. SWLGX - Performance Comparison
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BFTHX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFTHX Baron Fifth Avenue Growth Fund | -10.42% | 18.01% | 37.38% | 57.20% | -50.62% | 10.88% | 50.42% | 33.98% | 1.10% | -0.62% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -9.81% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, BFTHX achieves a -10.42% return, which is significantly lower than SWLGX's -9.81% return.
BFTHX
- 1D
- 4.37%
- 1M
- -3.71%
- YTD
- -10.42%
- 6M
- -8.06%
- 1Y
- 20.77%
- 3Y*
- 24.05%
- 5Y*
- 4.50%
- 10Y*
- 13.87%
SWLGX
- 1D
- 3.74%
- 1M
- -5.56%
- YTD
- -9.81%
- 6M
- -9.30%
- 1Y
- 17.72%
- 3Y*
- 21.15%
- 5Y*
- 12.37%
- 10Y*
- —
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BFTHX vs. SWLGX - Expense Ratio Comparison
BFTHX has a 1.00% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
BFTHX vs. SWLGX — Risk / Return Rank
BFTHX
SWLGX
BFTHX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Fifth Avenue Growth Fund (BFTHX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| BFTHX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.83 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.35 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.17 | +0.04 |
Martin ratioReturn relative to average drawdown | 3.91 | 4.02 | -0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFTHX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.83 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.58 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.70 | -0.27 |
Correlation
The correlation between BFTHX and SWLGX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BFTHX vs. SWLGX - Dividend Comparison
BFTHX's dividend yield for the trailing twelve months is around 4.59%, more than SWLGX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BFTHX Baron Fifth Avenue Growth Fund | 4.59% | 4.11% | 0.79% | 0.00% | 0.00% | 3.19% | 0.36% | 2.95% | 0.00% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% |
Drawdowns
BFTHX vs. SWLGX - Drawdown Comparison
The maximum BFTHX drawdown since its inception was -58.84%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for BFTHX and SWLGX.
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Drawdown Indicators
| BFTHX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.84% | -32.69% | -26.15% |
Max Drawdown (1Y)Largest decline over 1 year | -17.62% | -16.16% | -1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -58.84% | -32.69% | -26.15% |
Max Drawdown (10Y)Largest decline over 10 years | -58.84% | — | — |
Current DrawdownCurrent decline from peak | -14.02% | -13.03% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -11.94% | -7.13% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.42% | 4.69% | +0.73% |
Volatility
BFTHX vs. SWLGX - Volatility Comparison
Baron Fifth Avenue Growth Fund (BFTHX) has a higher volatility of 8.19% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 6.73%. This indicates that BFTHX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFTHX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.19% | 6.73% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 15.93% | 12.40% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.48% | 22.57% | +5.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.00% | 21.52% | +9.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.06% | 22.81% | +4.25% |