BIOPX vs. FSELX

In the year-to-date period, BIOPX achieves a -0.66% return, which is significantly higher than FSELX's -6.17% return. Over the past 10 years, BIOPX has underperformed FSELX with an annualized return of 17.08%, while FSELX has yielded a comparatively higher 23.89% annualized return.

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BIOPX has a 1.31% expense ratio, which is higher than FSELX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) and Fidelity Select Semiconductors Portfolio (FSELX). 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 0.80, which is higher than the FSELX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of BIOPX and FSELX, 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 4.98%, less than FSELX's 9.20% yield.

The maximum BIOPX drawdown since its inception was -67.80%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for BIOPX and FSELX.

The current volatility for Baron Opportunity Fund (BIOPX) is 5.99%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.58%. This indicates that BIOPX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.