BRIIX vs. SSO
Compare and contrast key facts about Baron Real Estate Income Fund (BRIIX) and ProShares Ultra S&P500 (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. It was launched on Jun 19, 2006.
Performance
BRIIX vs. SSO - Performance Comparison
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BRIIX vs. SSO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BRIIX Baron Real Estate Income Fund | 1.12% | 3.73% | 17.32% | 15.52% | -27.49% | 29.29% | 22.32% | 36.54% | -11.02% |
SSO ProShares Ultra S&P500 | -8.90% | 26.19% | 43.48% | 46.65% | -38.98% | 60.57% | 21.54% | 63.45% | -14.60% |
Returns By Period
In the year-to-date period, BRIIX achieves a 1.12% return, which is significantly higher than SSO's -8.90% return.
BRIIX
- 1D
- 1.77%
- 1M
- -5.14%
- YTD
- 1.12%
- 6M
- 0.24%
- 1Y
- 5.62%
- 3Y*
- 10.72%
- 5Y*
- 4.00%
- 10Y*
- —
SSO
- 1D
- 1.48%
- 1M
- -9.07%
- YTD
- -8.90%
- 6M
- -6.36%
- 1Y
- 27.41%
- 3Y*
- 28.90%
- 5Y*
- 15.68%
- 10Y*
- 21.24%
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BRIIX vs. SSO - Expense Ratio Comparison
BRIIX has a 1.08% expense ratio, which is higher than SSO's 0.87% expense ratio.
Return for Risk
BRIIX vs. SSO — Risk / Return Rank
BRIIX
SSO
BRIIX vs. SSO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Income Fund (BRIIX) and ProShares Ultra S&P500 (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.
| BRIIX | SSO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.76 | -0.38 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.27 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.22 | -0.69 |
Martin ratioReturn relative to average drawdown | 2.34 | 5.19 | -2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRIIX | SSO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.76 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.47 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.38 | +0.04 |
Correlation
The correlation between BRIIX and SSO is 0.70, 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.
Dividends
BRIIX vs. SSO - Dividend Comparison
BRIIX's dividend yield for the trailing twelve months is around 1.60%, more than SSO's 0.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIIX Baron Real Estate Income Fund | 1.60% | 1.70% | 1.39% | 1.95% | 2.00% | 1.21% | 0.77% | 1.12% | 3.03% | 0.00% | 0.00% | 0.00% |
SSO ProShares Ultra S&P500 | 0.81% | 0.68% | 0.85% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% |
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.
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Drawdown Indicators
| BRIIX | SSO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.06% | -84.67% | +47.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -23.17% | +10.47% |
Max Drawdown (5Y)Largest decline over 5 years | -32.86% | -46.73% | +13.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.34% | — |
Current DrawdownCurrent decline from peak | -5.92% | -12.18% | +6.26% |
Average DrawdownAverage peak-to-trough decline | -8.75% | -19.72% | +10.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 5.44% | -2.55% |
Volatility
BRIIX vs. SSO - Volatility Comparison
The current volatility for Baron Real Estate Income Fund (BRIIX) is 4.77%, while ProShares Ultra S&P500 (SSO) has a volatility of 10.69%. 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.
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Volatility by Period
| BRIIX | SSO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 10.69% | -5.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 18.99% | -9.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 36.46% | -20.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.33% | 33.66% | -15.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.72% | 35.86% | -15.14% |