BGRFX vs. OAKMX

In the year-to-date period, BGRFX achieves a 6.87% return, which is significantly lower than OAKMX's 18.88% return. Over the past 10 years, BGRFX has underperformed OAKMX with an annualized return of 3.24%, while OAKMX has yielded a comparatively higher 12.14% annualized return.

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BGRFX has a 1.29% expense ratio, which is higher than OAKMX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Oakmark Fund Investor Class (OAKMX). 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 0.75, which is lower than the OAKMX Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of BGRFX and OAKMX, 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 OAKMX's dividend yield for the trailing twelve months is around 0.86%.

The maximum BGRFX drawdown since its inception was -58.19%, roughly equal to the maximum OAKMX drawdown of -56.19%. Use the drawdown chart below to compare losses from any high point for BGRFX and OAKMX. For additional features, visit the drawdowns tool.

The current volatility for Baron Growth Fund (BGRFX) is 4.31%, while Oakmark Fund Investor Class (OAKMX) has a volatility of 4.77%. This indicates that BGRFX experiences smaller price fluctuations and is considered to be less risky than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.