BIAGX vs. BIOPX
Compare and contrast key facts about Brown Advisory Growth Equity Fund (BIAGX) and Baron Opportunity Fund (BIOPX).
BIAGX is managed by Brown Advisory Funds. It was launched on Jun 28, 1999. BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIAGX or BIOPX.
Key characteristics
| BIAGX | BIOPX | |
|---|---|---|
| YTD Return | 20.81% | 36.45% |
| 1Y Return | 23.94% | 46.50% |
| 3Y Return (Ann) | -7.41% | -1.16% |
| 5Y Return (Ann) | 4.20% | 15.59% |
| 10Y Return (Ann) | 4.94% | 9.82% |
| Sharpe Ratio | 1.56 | 2.22 |
| Sortino Ratio | 2.06 | 2.85 |
| Omega Ratio | 1.29 | 1.40 |
| Calmar Ratio | 0.65 | 1.32 |
| Martin Ratio | 9.44 | 12.18 |
| Ulcer Index | 2.56% | 3.81% |
| Daily Std Dev | 15.54% | 20.86% |
| Max Drawdown | -51.72% | -67.79% |
| Current Drawdown | -21.55% | -4.90% |
Correlation
The correlation between BIAGX and BIOPX is 0.86, 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.
Performance
BIAGX vs. BIOPX - Performance Comparison
In the year-to-date period, BIAGX achieves a 20.81% return, which is significantly lower than BIOPX's 36.45% return. Over the past 10 years, BIAGX has underperformed BIOPX with an annualized return of 4.94%, while BIOPX has yielded a comparatively higher 9.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BIAGX vs. BIOPX - Expense Ratio Comparison
BIAGX has a 0.81% expense ratio, which is lower than BIOPX's 1.31% expense ratio.
Risk-Adjusted Performance
BIAGX vs. BIOPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Growth Equity Fund (BIAGX) and Baron Opportunity Fund (BIOPX). 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.
Dividends
BIAGX vs. BIOPX - Dividend Comparison
Neither BIAGX nor BIOPX has paid dividends to shareholders.
Drawdowns
BIAGX vs. BIOPX - Drawdown Comparison
The maximum BIAGX drawdown since its inception was -51.72%, smaller than the maximum BIOPX drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for BIAGX and BIOPX. For additional features, visit the drawdowns tool.
Volatility
BIAGX vs. BIOPX - Volatility Comparison
The current volatility for Brown Advisory Growth Equity Fund (BIAGX) is 4.47%, while Baron Opportunity Fund (BIOPX) has a volatility of 5.78%. This indicates that BIAGX experiences smaller price fluctuations and is considered to be less risky than BIOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.