BIGFX vs. BIOPX
Compare and contrast key facts about Baron International Growth Fund (BIGFX) and Baron Opportunity Fund (BIOPX).
BIGFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 2008. BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000.
Performance
BIGFX vs. BIOPX - Performance Comparison
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BIGFX vs. BIOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGFX Baron International Growth Fund | -1.11% | 20.80% | 4.11% | 7.33% | -27.47% | 9.63% | 30.52% | 29.06% | -17.88% | 36.95% |
BIOPX Baron Opportunity Fund | -8.95% | 19.44% | 39.87% | 49.55% | -42.96% | 11.90% | 88.78% | 40.34% | 8.06% | 40.58% |
Returns By Period
In the year-to-date period, BIGFX achieves a -1.11% return, which is significantly higher than BIOPX's -8.95% return. Over the past 10 years, BIGFX has underperformed BIOPX with an annualized return of 7.59%, while BIOPX has yielded a comparatively higher 19.59% annualized return.
BIGFX
- 1D
- 3.52%
- 1M
- -7.84%
- YTD
- -1.11%
- 6M
- -4.80%
- 1Y
- 18.34%
- 3Y*
- 8.80%
- 5Y*
- 0.40%
- 10Y*
- 7.59%
BIOPX
- 1D
- 3.58%
- 1M
- -4.64%
- YTD
- -8.95%
- 6M
- -5.34%
- 1Y
- 22.42%
- 3Y*
- 24.52%
- 5Y*
- 7.16%
- 10Y*
- 19.59%
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BIGFX vs. BIOPX - Expense Ratio Comparison
BIGFX has a 1.20% expense ratio, which is lower than BIOPX's 1.31% expense ratio.
Return for Risk
BIGFX vs. BIOPX — Risk / Return Rank
BIGFX
BIOPX
BIGFX vs. BIOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron International Growth Fund (BIGFX) 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.
| BIGFX | BIOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.93 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.50 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.64 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.68 | 5.38 | -0.70 |
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
| BIGFX | BIOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.93 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.27 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.79 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.38 | +0.14 |
Correlation
The correlation between BIGFX and BIOPX is 0.72, 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
BIGFX vs. BIOPX - Dividend Comparison
BIGFX's dividend yield for the trailing twelve months is around 0.86%, less than BIOPX's 4.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGFX Baron International Growth Fund | 0.86% | 0.85% | 0.80% | 0.35% | 1.25% | 5.24% | 0.02% | 0.08% | 3.56% | 3.54% | 0.93% | 0.62% |
BIOPX Baron Opportunity Fund | 4.65% | 4.24% | 4.95% | 0.00% | 0.00% | 8.71% | 6.96% | 7.33% | 5.29% | 15.58% | 13.52% | 10.92% |
Drawdowns
BIGFX vs. BIOPX - Drawdown Comparison
The maximum BIGFX drawdown since its inception was -41.12%, smaller than the maximum BIOPX drawdown of -67.91%. Use the drawdown chart below to compare losses from any high point for BIGFX and BIOPX.
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Drawdown Indicators
| BIGFX | BIOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -67.91% | +26.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -14.16% | +1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -41.12% | -51.45% | +10.33% |
Max Drawdown (10Y)Largest decline over 10 years | -41.12% | -51.45% | +10.33% |
Current DrawdownCurrent decline from peak | -9.63% | -11.09% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -16.97% | +6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 4.33% | -0.50% |
Volatility
BIGFX vs. BIOPX - Volatility Comparison
Baron International Growth Fund (BIGFX) has a higher volatility of 8.57% compared to Baron Opportunity Fund (BIOPX) at 6.73%. This indicates that BIGFX's price experiences larger fluctuations and is considered to be riskier than BIOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGFX | BIOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 6.73% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 14.24% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 25.54% | -7.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 26.84% | -9.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 24.84% | -7.74% |