BRIIX vs. SSO
Compare and contrast key facts about Baron Real Estate Income Fund (BRIIX) and ProShares Ultra S&P 500 (SSO).
BRIIX is managed by Baron Capital Group, Inc.. It was launched on Dec 29, 2017. 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: BRIIX or SSO.
Correlation
The correlation between BRIIX and SSO is 0.72, 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
BRIIX vs. SSO - Performance Comparison
Key characteristics
BRIIX:
1.24
SSO:
0.45
BRIIX:
1.68
SSO:
0.88
BRIIX:
1.24
SSO:
1.13
BRIIX:
1.06
SSO:
0.50
BRIIX:
4.82
SSO:
1.80
BRIIX:
4.57%
SSO:
9.71%
BRIIX:
17.74%
SSO:
38.43%
BRIIX:
-37.06%
SSO:
-84.67%
BRIIX:
-7.18%
SSO:
-18.07%
Returns By Period
In the year-to-date period, BRIIX achieves a -1.88% return, which is significantly higher than SSO's -11.25% return.
BRIIX
-1.88%
6.49%
-1.19%
19.51%
11.27%
N/A
SSO
-11.25%
22.00%
-6.72%
12.54%
25.84%
17.72%
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BRIIX vs. SSO - Expense Ratio Comparison
BRIIX has a 1.08% expense ratio, which is higher than SSO's 0.90% expense ratio.
Risk-Adjusted Performance
BRIIX vs. SSO — Risk-Adjusted Performance Rank
BRIIX
SSO
BRIIX vs. SSO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Income Fund (BRIIX) 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
BRIIX vs. SSO - Dividend Comparison
BRIIX's dividend yield for the trailing twelve months is around 1.40%, more than SSO's 0.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIIX Baron Real Estate Income Fund | 1.40% | 1.41% | 1.95% | 1.29% | 1.03% | 0.76% | 1.12% | 3.03% | 0.00% | 0.00% | 0.00% | 0.00% |
SSO ProShares Ultra S&P 500 | 0.95% | 0.85% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% | 0.32% |
Drawdowns
BRIIX vs. SSO - Drawdown Comparison
The maximum BRIIX drawdown since its inception was -37.06%, smaller than the maximum SSO drawdown of -84.67%. Use the drawdown chart below to compare losses from any high point for BRIIX and SSO. For additional features, visit the drawdowns tool.
Volatility
BRIIX vs. SSO - Volatility Comparison
The current volatility for Baron Real Estate Income Fund (BRIIX) is 9.70%, while ProShares Ultra S&P 500 (SSO) has a volatility of 25.99%. This indicates that BRIIX 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.