BIOPX vs. MRFOX
Compare and contrast key facts about Baron Opportunity Fund (BIOPX) and Marshfield Concentrated Opportunity Fund (MRFOX).
BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIOPX or MRFOX.
Key characteristics
| BIOPX | MRFOX | |
|---|---|---|
| YTD Return | 36.45% | 18.34% |
| 1Y Return | 46.50% | 24.17% |
| 3Y Return (Ann) | -1.16% | 11.68% |
| 5Y Return (Ann) | 15.59% | 12.95% |
| Sharpe Ratio | 2.22 | 2.75 |
| Sortino Ratio | 2.85 | 4.01 |
| Omega Ratio | 1.40 | 1.51 |
| Calmar Ratio | 1.32 | 5.77 |
| Martin Ratio | 12.18 | 14.91 |
| Ulcer Index | 3.81% | 1.57% |
| Daily Std Dev | 20.86% | 8.50% |
| Max Drawdown | -67.79% | -29.10% |
| Current Drawdown | -4.90% | -0.15% |
Correlation
The correlation between BIOPX and MRFOX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BIOPX vs. MRFOX - Performance Comparison
In the year-to-date period, BIOPX achieves a 36.45% return, which is significantly higher than MRFOX's 18.34% 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. MRFOX - Expense Ratio Comparison
BIOPX has a 1.31% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Risk-Adjusted Performance
BIOPX vs. MRFOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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. MRFOX - Dividend Comparison
BIOPX has not paid dividends to shareholders, while MRFOX's dividend yield for the trailing twelve months is around 0.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
BIOPX Baron Opportunity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MRFOX Marshfield Concentrated Opportunity Fund | 0.39% | 0.46% | 0.14% | 0.00% | 0.00% | 0.09% | 0.02% | 0.06% | 0.17% |
Drawdowns
BIOPX vs. MRFOX - Drawdown Comparison
The maximum BIOPX drawdown since its inception was -67.79%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for BIOPX and MRFOX. For additional features, visit the drawdowns tool.
Volatility
BIOPX vs. MRFOX - Volatility Comparison
Baron Opportunity Fund (BIOPX) has a higher volatility of 5.78% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.78%. This indicates that BIOPX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.