MRFOX vs. BIOPX
Compare and contrast key facts about Marshfield Concentrated Opportunity Fund (MRFOX) and Baron Opportunity Fund (BIOPX).
MRFOX is managed by Marshfield. It was launched on Dec 29, 2015. BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRFOX or BIOPX.
Correlation
The correlation between MRFOX and BIOPX is 0.58, 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
MRFOX vs. BIOPX - Performance Comparison
Key characteristics
MRFOX:
-0.03
BIOPX:
-0.30
MRFOX:
0.03
BIOPX:
-0.23
MRFOX:
1.00
BIOPX:
0.97
MRFOX:
-0.03
BIOPX:
-0.28
MRFOX:
-0.09
BIOPX:
-1.05
MRFOX:
3.26%
BIOPX:
7.40%
MRFOX:
10.65%
BIOPX:
25.84%
MRFOX:
-29.10%
BIOPX:
-67.79%
MRFOX:
-8.62%
BIOPX:
-28.23%
Returns By Period
In the year-to-date period, MRFOX achieves a -1.67% return, which is significantly higher than BIOPX's -21.03% return.
MRFOX
-1.67%
-4.24%
-3.78%
-0.14%
14.33%
N/A
BIOPX
-21.03%
-14.85%
-15.89%
-7.94%
11.63%
6.80%
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MRFOX vs. BIOPX - Expense Ratio Comparison
MRFOX has a 1.05% expense ratio, which is lower than BIOPX's 1.31% expense ratio.
Risk-Adjusted Performance
MRFOX vs. BIOPX — Risk-Adjusted Performance Rank
MRFOX
BIOPX
MRFOX vs. BIOPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) and Baron Opportunity Fund (BIOPX). 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
MRFOX vs. BIOPX - Dividend Comparison
MRFOX's dividend yield for the trailing twelve months is around 1.03%, while BIOPX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 1.03% | 1.01% | 0.46% | 0.14% | 0.00% | 0.00% | 0.09% | 0.02% | 0.06% | 0.17% |
BIOPX Baron Opportunity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MRFOX vs. BIOPX - Drawdown Comparison
The maximum MRFOX drawdown since its inception was -29.10%, smaller than the maximum BIOPX drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for MRFOX and BIOPX. For additional features, visit the drawdowns tool.
Volatility
MRFOX vs. BIOPX - Volatility Comparison
The current volatility for Marshfield Concentrated Opportunity Fund (MRFOX) is 5.30%, while Baron Opportunity Fund (BIOPX) has a volatility of 12.70%. This indicates that MRFOX experiences smaller price fluctuations and is considered to be less risky than BIOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.