BGRWX vs. FXAIX

In the year-to-date period, BGRWX achieves a -4.72% return, which is significantly lower than FXAIX's -3.38% return. Both investments have delivered pretty close results over the past 10 years, with BGRWX having a 12.27% annualized return and FXAIX not far ahead at 12.44%.

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BGRWX has a 1.25% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Barrett Growth Fund (BGRWX) and Fidelity 500 Index Fund (FXAIX). 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 BGRWX Sharpe Ratio is 0.42, which is comparable to the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of BGRWX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGRWX's dividend yield for the trailing twelve months is around 10.94%, more than FXAIX's 1.32% yield.

The maximum BGRWX drawdown since its inception was -57.15%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BGRWX and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for Barrett Growth Fund (BGRWX) is 6.46%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.81%. This indicates that BGRWX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.