BGAIX vs. BIOPX

In the year-to-date period, BGAIX achieves a -2.16% return, which is significantly higher than BIOPX's -6.00% return. Over the past 10 years, BGAIX has outperformed BIOPX with an annualized return of 9.96%, while BIOPX has yielded a comparatively lower 8.79% annualized return.

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BGAIX has a 0.90% expense ratio, which is lower than BIOPX's 1.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Global Advantage Fund (BGAIX) and Baron Opportunity Fund (BIOPX). 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 BGAIX Sharpe Ratio is 0.96, which is higher than the BIOPX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of BGAIX and BIOPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BGAIX nor BIOPX has paid dividends to shareholders.

The maximum BGAIX drawdown since its inception was -61.84%, smaller than the maximum BIOPX drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for BGAIX and BIOPX. For additional features, visit the drawdowns tool.

The current volatility for Baron Global Advantage Fund (BGAIX) is 7.34%, while Baron Opportunity Fund (BIOPX) has a volatility of 9.23%. This indicates that BGAIX experiences smaller price fluctuations and is considered to be less risky than BIOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.