BGRIX vs. VTI

In the year-to-date period, BGRIX achieves a -3.54% return, which is significantly lower than VTI's 1.06% return. Over the past 10 years, BGRIX has underperformed VTI with an annualized return of 1.92%, while VTI has yielded a comparatively higher 12.12% annualized return.

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BGRIX has a 1.05% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund Institutional Shares (BGRIX) and Vanguard Total Stock Market ETF (VTI). 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 BGRIX Sharpe Ratio is -0.45, which is lower than the VTI Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of BGRIX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGRIX's dividend yield for the trailing twelve months is around 11.71%, more than VTI's 1.28% yield.

The maximum BGRIX drawdown since its inception was -41.12%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BGRIX and VTI. For additional features, visit the drawdowns tool.

Baron Growth Fund Institutional Shares (BGRIX) has a higher volatility of 5.14% compared to Vanguard Total Stock Market ETF (VTI) at 4.69%. This indicates that BGRIX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.