BGAIX vs. BIOPX

In the year-to-date period, BGAIX achieves a 29.09% return, which is significantly lower than BIOPX's 35.63% return. Over the past 10 years, BGAIX has outperformed BIOPX with an annualized return of 11.15%, while BIOPX has yielded a comparatively lower 10.08% 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 1.46, which is comparable to the BIOPX Sharpe Ratio of 1.73. 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.

Baron Global Advantage Fund (BGAIX) and Baron Opportunity Fund (BIOPX) have volatilities of 8.26% and 8.21%, 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.