MRFOX vs. BIOPX

In the year-to-date period, MRFOX achieves a 1.23% return, which is significantly higher than BIOPX's -11.16% return.

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MRFOX has a 1.05% expense ratio, which is lower than BIOPX's 1.31% expense ratio.

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.

The current MRFOX Sharpe Ratio is 0.47, which is comparable to the BIOPX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of MRFOX and BIOPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MRFOX's dividend yield for the trailing twelve months is around 1.00%, while BIOPX has not paid dividends to shareholders.

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.

The current volatility for Marshfield Concentrated Opportunity Fund (MRFOX) is 7.29%, while Baron Opportunity Fund (BIOPX) has a volatility of 18.17%. 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.