BREIX vs. SSO
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and ProShares Ultra S&P 500 (SSO).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. SSO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (200%). It was launched on Jun 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or SSO.
Correlation
The correlation between BREIX and SSO is 0.83, 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
BREIX vs. SSO - Performance Comparison
Key characteristics
BREIX:
1.00
SSO:
2.00
BREIX:
1.42
SSO:
2.52
BREIX:
1.18
SSO:
1.35
BREIX:
0.92
SSO:
3.06
BREIX:
3.50
SSO:
11.86
BREIX:
5.21%
SSO:
4.30%
BREIX:
18.32%
SSO:
25.50%
BREIX:
-42.73%
SSO:
-84.67%
BREIX:
-6.44%
SSO:
-3.71%
Returns By Period
In the year-to-date period, BREIX achieves a 1.35% return, which is significantly lower than SSO's 3.53% return. Over the past 10 years, BREIX has underperformed SSO with an annualized return of 4.81%, while SSO has yielded a comparatively higher 20.65% annualized return.
BREIX
1.35%
3.86%
8.89%
15.86%
8.34%
4.81%
SSO
3.53%
3.60%
14.94%
48.51%
19.60%
20.65%
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BREIX vs. SSO - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than SSO's 0.90% expense ratio.
Risk-Adjusted Performance
BREIX vs. SSO — Risk-Adjusted Performance Rank
BREIX
SSO
BREIX vs. SSO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and ProShares Ultra S&P 500 (SSO). 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
BREIX vs. SSO - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.39%, less than SSO's 0.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.39% | 0.40% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% |
SSO ProShares Ultra S&P 500 | 0.82% | 0.85% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% | 0.32% |
Drawdowns
BREIX vs. SSO - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, smaller than the maximum SSO drawdown of -84.67%. Use the drawdown chart below to compare losses from any high point for BREIX and SSO. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. SSO - Volatility Comparison
The current volatility for Baron Real Estate Fund (BREIX) is 7.34%, while ProShares Ultra S&P 500 (SSO) has a volatility of 10.05%. This indicates that BREIX experiences smaller price fluctuations and is considered to be less risky than SSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.