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BGRFX vs. COST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BGRFX vs. COST

Last updated May 12, 2025

Compare and contrast key facts about Baron Growth Fund (BGRFX) and Costco Wholesale Corporation (COST).

BGRFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 1994.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRFX or COST.

Correlation

The correlation between BGRFX and COST is 0.80, 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.

Performance

BGRFX vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Growth Fund (BGRFX) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BGRFX:

11.46%

COST:

21.91%

Max Drawdown

BGRFX:

-0.41%

COST:

-53.39%

Current Drawdown

BGRFX:

-0.06%

COST:

-6.26%

Returns By Period

BGRFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

COST

YTD

10.29%

1M

4.77%

6M

7.07%

1Y

28.72%

5Y*

29.27%

10Y*

23.83%

*Annualized

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Risk-Adjusted Performance

BGRFX vs. COST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BGRFX
The Risk-Adjusted Performance Rank of BGRFX is 55
Overall Rank
The Sharpe Ratio Rank of BGRFX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of BGRFX is 44
Sortino Ratio Rank
The Omega Ratio Rank of BGRFX is 44
Omega Ratio Rank
The Calmar Ratio Rank of BGRFX is 66
Calmar Ratio Rank
The Martin Ratio Rank of BGRFX is 55
Martin Ratio Rank
COST
The Risk-Adjusted Performance Rank of COST is 8888
Overall Rank
The Sharpe Ratio Rank of COST is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of COST is 8585
Sortino Ratio Rank
The Omega Ratio Rank of COST is 8484
Omega Ratio Rank
The Calmar Ratio Rank of COST is 9292
Calmar Ratio Rank
The Martin Ratio Rank of COST is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BGRFX vs. COST - Risk-Adjusted Performance Comparison

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.

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Dividends

BGRFX vs. COST - Dividend Comparison

BGRFX has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.47%.

TTM20242023202220212020201920182017201620152014
BGRFX
Baron Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
COST
Costco Wholesale Corporation		0.47%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%0.97%

Drawdowns

BGRFX vs. COST - Drawdown Comparison

The maximum BGRFX drawdown since its inception was -0.41%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for BGRFX and COST. For additional features, visit the drawdowns tool.

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Volatility

BGRFX vs. COST - Volatility Comparison

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