MRFOX vs. BPTRX

In the year-to-date period, MRFOX achieves a 0.98% return, which is significantly higher than BPTRX's -15.44% return.

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MRFOX has a 1.05% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) and Baron Partners Fund (BPTRX). 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 0.42, which is lower than the BPTRX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of MRFOX and BPTRX, 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 BPTRX has not paid dividends to shareholders.

The maximum MRFOX drawdown since its inception was -29.10%, smaller than the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for MRFOX and BPTRX. For additional features, visit the drawdowns tool.

The current volatility for Marshfield Concentrated Opportunity Fund (MRFOX) is 7.29%, while Baron Partners Fund (BPTRX) has a volatility of 18.18%. This indicates that MRFOX experiences smaller price fluctuations and is considered to be less risky than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.