BSCFX vs. AAPL
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Apple Inc (AAPL).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCFX or AAPL.
Key characteristics
| BSCFX | AAPL | |
|---|---|---|
| YTD Return | 21.78% | 17.04% |
| 1Y Return | 37.76% | 20.88% |
| 3Y Return (Ann) | -5.93% | 15.05% |
| 5Y Return (Ann) | 3.63% | 28.56% |
| 10Y Return (Ann) | 0.51% | 24.39% |
| Sharpe Ratio | 2.12 | 1.05 |
| Sortino Ratio | 2.95 | 1.63 |
| Omega Ratio | 1.36 | 1.20 |
| Calmar Ratio | 0.99 | 1.43 |
| Martin Ratio | 10.67 | 3.36 |
| Ulcer Index | 3.72% | 7.05% |
| Daily Std Dev | 18.68% | 22.52% |
| Max Drawdown | -58.53% | -81.80% |
| Current Drawdown | -17.38% | -5.08% |
Correlation
The correlation between BSCFX and AAPL is 0.47, 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
BSCFX vs. AAPL - Performance Comparison
In the year-to-date period, BSCFX achieves a 21.78% return, which is significantly higher than AAPL's 17.04% return. Over the past 10 years, BSCFX has underperformed AAPL with an annualized return of 0.51%, while AAPL has yielded a comparatively higher 24.39% annualized 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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Risk-Adjusted Performance
BSCFX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Apple Inc (AAPL). 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
BSCFX vs. AAPL - Dividend Comparison
BSCFX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
BSCFX vs. AAPL - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -58.53%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for BSCFX and AAPL. For additional features, visit the drawdowns tool.
Volatility
BSCFX vs. AAPL - Volatility Comparison
Baron Small Cap Fund (BSCFX) has a higher volatility of 6.02% compared to Apple Inc (AAPL) at 5.26%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.