BIOPX vs. BGAIX

In the year-to-date period, BIOPX achieves a 1.53% return, which is significantly lower than BGAIX's 4.75% return. Over the past 10 years, BIOPX has outperformed BGAIX with an annualized return of 17.36%, while BGAIX has yielded a comparatively lower 10.82% annualized return.

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BIOPX has a 1.31% expense ratio, which is higher than BGAIX's 0.90% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) and Baron Global Advantage Fund (BGAIX). 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 BIOPX Sharpe Ratio is 0.86, which is comparable to the BGAIX Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of BIOPX and BGAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIOPX's dividend yield for the trailing twelve months is around 4.87%, while BGAIX has not paid dividends to shareholders.

The maximum BIOPX drawdown since its inception was -67.80%, which is greater than BGAIX's maximum drawdown of -61.14%. Use the drawdown chart below to compare losses from any high point for BIOPX and BGAIX.

Baron Opportunity Fund (BIOPX) and Baron Global Advantage Fund (BGAIX) have volatilities of 6.09% and 5.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.