BSCFX vs. QQQ

In the year-to-date period, BSCFX achieves a 0.96% return, which is significantly lower than QQQ's 27.20% return. Over the past 10 years, BSCFX has underperformed QQQ with an annualized return of -0.86%, while QQQ has yielded a comparatively higher 18.36% annualized return.

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BSCFX has a 1.29% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Invesco QQQ (QQQ). 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 QQQ Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of BSCFX and QQQ, 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 QQQ's dividend yield for the trailing twelve months is around 0.43%.

The maximum BSCFX drawdown since its inception was -58.53%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for BSCFX and QQQ. For additional features, visit the drawdowns tool.

Baron Small Cap Fund (BSCFX) has a higher volatility of 14.57% compared to Invesco QQQ (QQQ) at 5.29%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.