NEXTX vs. BARIX
Compare and contrast key facts about Shelton Green Alpha Fund (NEXTX) and Baron Asset Fund Institutional Class (BARIX).
NEXTX is managed by Shelton Capital Management. It was launched on Mar 12, 2013. BARIX is managed by Baron Capital Group. It was launched on May 29, 2009.
Performance
NEXTX vs. BARIX - Performance Comparison
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NEXTX vs. BARIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEXTX Shelton Green Alpha Fund | 3.82% | 11.33% | -2.54% | 2.11% | -26.80% | 2.59% | 113.89% | 43.72% | -18.90% | 29.53% |
BARIX Baron Asset Fund Institutional Class | -7.81% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
Returns By Period
In the year-to-date period, NEXTX achieves a 3.82% return, which is significantly higher than BARIX's -7.81% return. Both investments have delivered pretty close results over the past 10 years, with NEXTX having a 10.73% annualized return and BARIX not far behind at 10.61%.
NEXTX
- 1D
- 2.47%
- 1M
- -5.39%
- YTD
- 3.82%
- 6M
- -0.31%
- 1Y
- 22.77%
- 3Y*
- 2.63%
- 5Y*
- -3.69%
- 10Y*
- 10.73%
BARIX
- 1D
- 1.64%
- 1M
- -5.83%
- YTD
- -7.81%
- 6M
- -0.24%
- 1Y
- 2.78%
- 3Y*
- 7.12%
- 5Y*
- 1.68%
- 10Y*
- 10.61%
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NEXTX vs. BARIX - Expense Ratio Comparison
NEXTX has a 1.16% expense ratio, which is higher than BARIX's 1.03% expense ratio.
Return for Risk
NEXTX vs. BARIX — Risk / Return Rank
NEXTX
BARIX
NEXTX vs. BARIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Green Alpha Fund (NEXTX) and Baron Asset Fund Institutional Class (BARIX). 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.
| NEXTX | BARIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.14 | +1.04 |
Sortino ratioReturn per unit of downside risk | 1.74 | 0.37 | +1.37 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.05 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.39 | +1.48 |
Martin ratioReturn relative to average drawdown | 6.02 | 0.98 | +5.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NEXTX | BARIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.14 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.09 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.54 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.64 | -0.17 |
Correlation
The correlation between NEXTX and BARIX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NEXTX vs. BARIX - Dividend Comparison
NEXTX's dividend yield for the trailing twelve months is around 0.19%, less than BARIX's 11.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEXTX Shelton Green Alpha Fund | 0.19% | 0.20% | 0.20% | 0.20% | 0.35% | 4.65% | 1.05% | 0.21% | 1.59% | 2.88% | 0.00% | 0.00% |
BARIX Baron Asset Fund Institutional Class | 11.48% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
Drawdowns
NEXTX vs. BARIX - Drawdown Comparison
The maximum NEXTX drawdown since its inception was -47.15%, which is greater than BARIX's maximum drawdown of -37.44%. Use the drawdown chart below to compare losses from any high point for NEXTX and BARIX.
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Drawdown Indicators
| NEXTX | BARIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.15% | -37.44% | -9.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -11.12% | -1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -47.15% | -37.44% | -9.71% |
Max Drawdown (10Y)Largest decline over 10 years | -47.15% | -37.44% | -9.71% |
Current DrawdownCurrent decline from peak | -26.69% | -9.21% | -17.48% |
Average DrawdownAverage peak-to-trough decline | -15.29% | -6.74% | -8.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 4.41% | -0.59% |
Volatility
NEXTX vs. BARIX - Volatility Comparison
Shelton Green Alpha Fund (NEXTX) has a higher volatility of 5.76% compared to Baron Asset Fund Institutional Class (BARIX) at 3.91%. This indicates that NEXTX's price experiences larger fluctuations and is considered to be riskier than BARIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEXTX | BARIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 3.91% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 12.30% | 11.83% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.96% | 19.02% | +0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.84% | 19.65% | +4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.69% | 19.84% | +4.85% |