BSCFX vs. IJR

In the year-to-date period, BSCFX achieves a 7.08% return, which is significantly higher than IJR's 3.34% return. Over the past 10 years, BSCFX has underperformed IJR with an annualized return of -0.16%, while IJR has yielded a comparatively higher 9.58% annualized return.

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BSCFX has a 1.29% expense ratio, which is higher than IJR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and iShares Core S&P Small-Cap ETF (IJR). 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 0.25, which is lower than the IJR Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of BSCFX and IJR, 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 IJR's dividend yield for the trailing twelve months is around 1.99%.

The maximum BSCFX drawdown since its inception was -58.53%, roughly equal to the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for BSCFX and IJR. For additional features, visit the drawdowns tool.

Baron Small Cap Fund (BSCFX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 4.18% and 4.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.