BGRFX vs. DIA

In the year-to-date period, BGRFX achieves a 8.47% return, which is significantly lower than DIA's 18.12% return. Over the past 10 years, BGRFX has underperformed DIA with an annualized return of 3.31%, while DIA has yielded a comparatively higher 11.78% annualized return.

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BGRFX has a 1.29% expense ratio, which is higher than DIA's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and SPDR Dow Jones Industrial Average ETF (DIA). 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 0.85, which is lower than the DIA Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of BGRFX and DIA, 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 has not paid dividends to shareholders, while DIA's dividend yield for the trailing twelve months is around 1.47%.

The maximum BGRFX drawdown since its inception was -58.19%, which is greater than DIA's maximum drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for BGRFX and DIA. For additional features, visit the drawdowns tool.

Baron Growth Fund (BGRFX) and SPDR Dow Jones Industrial Average ETF (DIA) have volatilities of 4.45% and 4.46%, 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.