BGRFX vs. COST
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.
Key characteristics
| BGRFX | COST | |
|---|---|---|
| YTD Return | 8.30% | 37.03% |
| 1Y Return | 15.94% | 61.93% |
| 3Y Return (Ann) | -6.65% | 22.35% |
| 5Y Return (Ann) | 4.89% | 26.55% |
| 10Y Return (Ann) | 3.48% | 23.29% |
| Sharpe Ratio | 1.14 | 3.21 |
| Sortino Ratio | 1.65 | 3.82 |
| Omega Ratio | 1.20 | 1.57 |
| Calmar Ratio | 0.54 | 6.07 |
| Martin Ratio | 3.72 | 15.69 |
| Ulcer Index | 4.39% | 3.97% |
| Daily Std Dev | 14.30% | 19.44% |
| Max Drawdown | -58.19% | -53.39% |
| Current Drawdown | -18.61% | -1.81% |
Correlation
The correlation between BGRFX and COST is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BGRFX vs. COST - Performance Comparison
In the year-to-date period, BGRFX achieves a 8.30% return, which is significantly lower than COST's 37.03% return. Over the past 10 years, BGRFX has underperformed COST with an annualized return of 3.48%, while COST has yielded a comparatively higher 23.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
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 2.17%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.10% |
COST Costco Wholesale Corporation | 2.17% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Drawdowns
BGRFX vs. COST - Drawdown Comparison
The maximum BGRFX drawdown since its inception was -58.19%, 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. For additional features, visit the drawdowns tool.
Volatility
BGRFX vs. COST - Volatility Comparison
Baron Growth Fund (BGRFX) has a higher volatility of 4.33% compared to Costco Wholesale Corporation (COST) at 3.84%. This indicates that BGRFX's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.