BIAGX vs. BIOPX

In the year-to-date period, BIAGX achieves a 2.54% return, which is significantly higher than BIOPX's 1.36% return. Over the past 10 years, BIAGX has underperformed BIOPX with an annualized return of 12.08%, while BIOPX has yielded a comparatively higher 17.33% annualized return.

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BIAGX has a 0.81% expense ratio, which is lower than BIOPX's 1.31% expense ratio.

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.

The current BIAGX Sharpe Ratio is 0.66, which is comparable to the BIOPX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of BIAGX and BIOPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIAGX's dividend yield for the trailing twelve months is around 89.26%, more than BIOPX's 4.88% yield.

The maximum BIAGX drawdown since its inception was -51.72%, smaller than the maximum BIOPX drawdown of -67.80%. Use the drawdown chart below to compare losses from any high point for BIAGX and BIOPX.

The current volatility for Brown Advisory Growth Equity Fund (BIAGX) is 5.04%, while Baron Opportunity Fund (BIOPX) has a volatility of 6.10%. 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.