BHCHX vs. SHSAX
Compare and contrast key facts about Baron Health Care Fund (BHCHX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX).
BHCHX is managed by Baron Capital Group, Inc.. It was launched on Apr 29, 2018. SHSAX is managed by BlackRock. It was launched on Dec 20, 1999.
Performance
BHCHX vs. SHSAX - Performance Comparison
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BHCHX vs. SHSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BHCHX Baron Health Care Fund | -6.97% | 10.28% | 1.55% | 6.42% | -16.90% | 15.71% | 47.71% | 18.75% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | -4.62% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 20.40% |
Returns By Period
In the year-to-date period, BHCHX achieves a -6.97% return, which is significantly lower than SHSAX's -4.62% return.
BHCHX
- 1D
- 3.02%
- 1M
- -4.73%
- YTD
- -6.97%
- 6M
- 3.13%
- 1Y
- 7.10%
- 3Y*
- 4.81%
- 5Y*
- 1.07%
- 10Y*
- —
SHSAX
- 1D
- 2.49%
- 1M
- -6.01%
- YTD
- -4.62%
- 6M
- 4.34%
- 1Y
- 8.48%
- 3Y*
- 6.77%
- 5Y*
- 4.48%
- 10Y*
- 9.98%
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BHCHX vs. SHSAX - Expense Ratio Comparison
BHCHX has a 0.85% expense ratio, which is lower than SHSAX's 1.09% expense ratio.
Return for Risk
BHCHX vs. SHSAX — Risk / Return Rank
BHCHX
SHSAX
BHCHX vs. SHSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Health Care Fund (BHCHX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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.
| BHCHX | SHSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.41 | -0.11 |
Sortino ratioReturn per unit of downside risk | 0.54 | 0.68 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.08 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 0.72 | -0.32 |
Martin ratioReturn relative to average drawdown | 1.04 | 1.68 | -0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BHCHX | SHSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.41 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.32 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.73 | -0.24 |
Correlation
The correlation between BHCHX and SHSAX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BHCHX vs. SHSAX - Dividend Comparison
BHCHX has not paid dividends to shareholders, while SHSAX's dividend yield for the trailing twelve months is around 11.15%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHCHX Baron Health Care Fund | 0.00% | 0.00% | 0.49% | 0.00% | 0.00% | 1.41% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.15% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
Drawdowns
BHCHX vs. SHSAX - Drawdown Comparison
The maximum BHCHX drawdown since its inception was -28.53%, smaller than the maximum SHSAX drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for BHCHX and SHSAX.
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Drawdown Indicators
| BHCHX | SHSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.53% | -35.49% | +6.96% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -9.87% | -4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -28.53% | -17.99% | -10.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.36% | — |
Current DrawdownCurrent decline from peak | -11.89% | -7.37% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -11.05% | -6.17% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 4.23% | +1.14% |
Volatility
BHCHX vs. SHSAX - Volatility Comparison
Baron Health Care Fund (BHCHX) has a higher volatility of 6.58% compared to BlackRock Health Sciences Opportunities Portfolio (SHSAX) at 5.41%. This indicates that BHCHX's price experiences larger fluctuations and is considered to be riskier than SHSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BHCHX | SHSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 5.41% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 10.01% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 16.45% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 14.22% | +2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.77% | 16.54% | +3.23% |