BGRFX vs. COST

In the year-to-date period, BGRFX achieves a -4.71% return, which is significantly lower than COST's 13.80% return. Over the past 10 years, BGRFX has underperformed COST with an annualized return of 9.12%, while COST has yielded a comparatively higher 24.24% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Costco Wholesale Corporation (COST). 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 BGRFX Sharpe Ratio is 0.21, which is lower than the COST Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of BGRFX and COST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGRFX's dividend yield for the trailing twelve months is around 12.64%, more than COST's 0.46% yield.

The maximum BGRFX drawdown since its inception was -56.10%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for BGRFX and COST.

Baron Growth Fund (BGRFX) and Costco Wholesale Corporation (COST) have volatilities of 4.98% and 5.12%, 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.