BSCFX vs. AKREX

In the year-to-date period, BSCFX achieves a -14.80% return, which is significantly lower than AKREX's -1.24% return. Over the past 10 years, BSCFX has underperformed AKREX with an annualized return of -3.14%, while AKREX has yielded a comparatively higher 13.14% annualized return.

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BSCFX has a 1.29% expense ratio, which is lower than AKREX's 1.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Akre Focus Fund Retail Class (AKREX). 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 -0.69, which is lower than the AKREX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of BSCFX and AKREX, 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 AKREX's dividend yield for the trailing twelve months is around 5.13%.

The maximum BSCFX drawdown since its inception was -58.53%, which is greater than AKREX's maximum drawdown of -31.93%. Use the drawdown chart below to compare losses from any high point for BSCFX and AKREX. For additional features, visit the drawdowns tool.

Baron Small Cap Fund (BSCFX) has a higher volatility of 13.89% compared to Akre Focus Fund Retail Class (AKREX) at 12.20%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than AKREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.