SSCPX vs. BSCFX
Compare and contrast key facts about Saratoga Small Capitalization Portfolio (SSCPX) and Baron Small Cap Fund (BSCFX).
SSCPX is managed by Saratoga. It was launched on Sep 1, 1994. BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997.
Performance
SSCPX vs. BSCFX - Performance Comparison
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SSCPX vs. BSCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCPX Saratoga Small Capitalization Portfolio | -2.63% | 6.41% | 10.79% | 15.16% | -17.56% | 24.53% | 25.39% | 23.71% | -16.14% | 15.58% |
BSCFX Baron Small Cap Fund | -10.87% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
Returns By Period
In the year-to-date period, SSCPX achieves a -2.63% return, which is significantly higher than BSCFX's -10.87% return. Over the past 10 years, SSCPX has underperformed BSCFX with an annualized return of 9.16%, while BSCFX has yielded a comparatively higher 9.67% annualized return.
SSCPX
- 1D
- -1.77%
- 1M
- -8.88%
- YTD
- -2.63%
- 6M
- -3.54%
- 1Y
- 16.77%
- 3Y*
- 9.57%
- 5Y*
- 3.88%
- 10Y*
- 9.16%
BSCFX
- 1D
- -0.65%
- 1M
- -9.81%
- YTD
- -10.87%
- 6M
- -12.33%
- 1Y
- -2.85%
- 3Y*
- 5.04%
- 5Y*
- -0.38%
- 10Y*
- 9.67%
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SSCPX vs. BSCFX - Expense Ratio Comparison
SSCPX has a 1.70% expense ratio, which is higher than BSCFX's 1.29% expense ratio.
Return for Risk
SSCPX vs. BSCFX — Risk / Return Rank
SSCPX
BSCFX
SSCPX vs. BSCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Small Capitalization Portfolio (SSCPX) and Baron Small Cap Fund (BSCFX). 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.
| SSCPX | BSCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | -0.15 | +0.87 |
Sortino ratioReturn per unit of downside risk | 1.14 | -0.06 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.99 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | -0.36 | +1.53 |
Martin ratioReturn relative to average drawdown | 3.79 | -1.10 | +4.88 |
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
| SSCPX | BSCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | -0.15 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.02 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.44 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.40 | -0.04 |
Correlation
The correlation between SSCPX and BSCFX is 0.86, 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
SSCPX vs. BSCFX - Dividend Comparison
SSCPX's dividend yield for the trailing twelve months is around 9.26%, less than BSCFX's 10.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCPX Saratoga Small Capitalization Portfolio | 9.26% | 9.02% | 11.37% | 0.00% | 10.18% | 24.67% | 0.02% | 0.00% | 17.42% | 0.00% | 0.00% | 58.90% |
BSCFX Baron Small Cap Fund | 10.66% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
Drawdowns
SSCPX vs. BSCFX - Drawdown Comparison
The maximum SSCPX drawdown since its inception was -53.65%, roughly equal to the maximum BSCFX drawdown of -55.59%. Use the drawdown chart below to compare losses from any high point for SSCPX and BSCFX.
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Drawdown Indicators
| SSCPX | BSCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.65% | -55.59% | +1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -15.00% | +3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -27.78% | -37.94% | +10.16% |
Max Drawdown (10Y)Largest decline over 10 years | -43.59% | -39.58% | -4.01% |
Current DrawdownCurrent decline from peak | -11.54% | -19.12% | +7.58% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -11.07% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 4.87% | -1.21% |
Volatility
SSCPX vs. BSCFX - Volatility Comparison
Saratoga Small Capitalization Portfolio (SSCPX) has a higher volatility of 7.50% compared to Baron Small Cap Fund (BSCFX) at 5.53%. This indicates that SSCPX's price experiences larger fluctuations and is considered to be riskier than BSCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCPX | BSCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 5.53% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 14.84% | 13.03% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 22.27% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.10% | 22.29% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.90% | 22.31% | +0.59% |