BSCFX vs. AAPL

In the year-to-date period, BSCFX achieves a 0.96% return, which is significantly lower than AAPL's 32.83% return. Over the past 10 years, BSCFX has underperformed AAPL with an annualized return of -0.86%, while AAPL has yielded a comparatively higher 26.14% annualized return.

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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.

The current BSCFX Sharpe Ratio is 0.14, which is lower than the AAPL Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of BSCFX and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSCFX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.39%.

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.

Baron Small Cap Fund (BSCFX) has a higher volatility of 14.57% compared to Apple Inc (AAPL) at 4.04%. 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.