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:
1.70
SSO:
1.67
BRIIX:
2.22
SSO:
2.18
BRIIX:
1.30
SSO:
1.29
BRIIX:
1.15
SSO:
2.52
BRIIX:
7.37
SSO:
9.70
BRIIX:
3.54%
SSO:
4.34%
BRIIX:
15.21%
SSO:
25.30%
BRIIX:
-37.06%
SSO:
-84.67%
BRIIX:
-0.78%
SSO:
0.00%
Returns By Period
In the year-to-date period, BRIIX achieves a 4.88% return, which is significantly lower than SSO's 7.79% return.
BRIIX
4.88%
5.51%
15.31%
24.62%
8.27%
N/A
SSO
7.79%
4.11%
16.67%
41.67%
19.99%
20.11%
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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 1.35%, more than SSO's 0.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIIX Baron Real Estate Income Fund | 1.35% | 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 | 0.79% | 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 4.12%, while ProShares Ultra S&P 500 (SSO) has a volatility of 6.24%. 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.