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