BGRWX vs. VFIFX

In the year-to-date period, BGRWX achieves a -4.37% return, which is significantly lower than VFIFX's 1.65% return. Over the past 10 years, BGRWX has underperformed VFIFX with an annualized return of 5.56%, while VFIFX has yielded a comparatively higher 7.13% annualized return.

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BGRWX has a 1.25% expense ratio, which is higher than VFIFX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Barrett Growth Fund (BGRWX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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 -0.09, which is lower than the VFIFX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of BGRWX and VFIFX, 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 has not paid dividends to shareholders, while VFIFX's dividend yield for the trailing twelve months is around 2.16%.

The maximum BGRWX drawdown since its inception was -75.73%, which is greater than VFIFX's maximum drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for BGRWX and VFIFX. For additional features, visit the drawdowns tool.

Barrett Growth Fund (BGRWX) has a higher volatility of 6.50% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 4.75%. This indicates that BGRWX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.