SGFFX vs. BARAX
Compare and contrast key facts about Sparrow Growth Fund (SGFFX) and Baron Asset Fund (BARAX).
SGFFX is managed by Sparrow. It was launched on Oct 2, 1998. BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987.
Performance
SGFFX vs. BARAX - Performance Comparison
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SGFFX vs. BARAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGFFX Sparrow Growth Fund | -10.82% | 14.31% | 34.81% | 17.02% | -23.36% | -11.00% | 97.83% | 27.24% | 6.26% | 31.24% |
BARAX Baron Asset Fund | -7.87% | 7.89% | 10.35% | 17.05% | -26.06% | 13.88% | 32.98% | 37.64% | -0.15% | 26.18% |
Returns By Period
In the year-to-date period, SGFFX achieves a -10.82% return, which is significantly lower than BARAX's -7.87% return. Over the past 10 years, SGFFX has outperformed BARAX with an annualized return of 14.43%, while BARAX has yielded a comparatively lower 10.32% annualized return.
SGFFX
- 1D
- 3.06%
- 1M
- -4.65%
- YTD
- -10.82%
- 6M
- -10.77%
- 1Y
- 6.81%
- 3Y*
- 16.43%
- 5Y*
- 2.14%
- 10Y*
- 14.43%
BARAX
- 1D
- 1.64%
- 1M
- -5.84%
- YTD
- -7.87%
- 6M
- -0.37%
- 1Y
- 2.50%
- 3Y*
- 6.84%
- 5Y*
- 1.42%
- 10Y*
- 10.32%
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SGFFX vs. BARAX - Expense Ratio Comparison
SGFFX has a 1.81% expense ratio, which is higher than BARAX's 1.29% expense ratio.
Return for Risk
SGFFX vs. BARAX — Risk / Return Rank
SGFFX
BARAX
SGFFX vs. BARAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sparrow Growth Fund (SGFFX) and Baron Asset Fund (BARAX). 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.
| SGFFX | BARAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.13 | +0.27 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.35 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.04 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.52 | 0.36 | +0.16 |
Martin ratioReturn relative to average drawdown | 1.84 | 0.90 | +0.93 |
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
| SGFFX | BARAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.13 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.07 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.52 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.49 | -0.22 |
Correlation
The correlation between SGFFX and BARAX is 0.82, 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
SGFFX vs. BARAX - Dividend Comparison
SGFFX has not paid dividends to shareholders, while BARAX's dividend yield for the trailing twelve months is around 12.49%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGFFX Sparrow Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 18.67% | 0.00% | 0.67% | 1.33% | 5.84% | 7.33% | 0.00% | 2.59% |
BARAX Baron Asset Fund | 12.49% | 11.51% | 19.23% | 3.48% | 0.01% | 7.65% | 3.05% | 1.78% | 7.42% | 7.25% | 4.88% | 11.50% |
Drawdowns
SGFFX vs. BARAX - Drawdown Comparison
The maximum SGFFX drawdown since its inception was -62.10%, roughly equal to the maximum BARAX drawdown of -59.71%. Use the drawdown chart below to compare losses from any high point for SGFFX and BARAX.
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Drawdown Indicators
| SGFFX | BARAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.10% | -59.71% | -2.39% |
Max Drawdown (1Y)Largest decline over 1 year | -15.33% | -11.12% | -4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -40.24% | -37.53% | -2.71% |
Max Drawdown (10Y)Largest decline over 10 years | -50.45% | -37.53% | -12.92% |
Current DrawdownCurrent decline from peak | -27.56% | -9.28% | -18.28% |
Average DrawdownAverage peak-to-trough decline | -22.19% | -11.44% | -10.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 4.44% | -0.08% |
Volatility
SGFFX vs. BARAX - Volatility Comparison
Sparrow Growth Fund (SGFFX) has a higher volatility of 5.62% compared to Baron Asset Fund (BARAX) at 3.90%. This indicates that SGFFX's price experiences larger fluctuations and is considered to be riskier than BARAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGFFX | BARAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 3.90% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.99% | 11.83% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 19.02% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.72% | 19.56% | +8.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.97% | 19.79% | +8.18% |