USMIX vs. BFGFX
Compare and contrast key facts about USAA Extended Market Index Fund (USMIX) and Baron Focused Growth Fund (BFGFX).
USMIX is managed by Victory. It was launched on Oct 27, 2000. BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008.
Performance
USMIX vs. BFGFX - Performance Comparison
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USMIX vs. BFGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USMIX USAA Extended Market Index Fund | 0.61% | 10.44% | 11.99% | 25.81% | -24.04% | 15.29% | 31.20% | 27.93% | -9.71% | 17.72% |
BFGFX Baron Focused Growth Fund | -5.00% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
Returns By Period
In the year-to-date period, USMIX achieves a 0.61% return, which is significantly higher than BFGFX's -5.00% return. Over the past 10 years, USMIX has underperformed BFGFX with an annualized return of 11.01%, while BFGFX has yielded a comparatively higher 20.15% annualized return.
USMIX
- 1D
- 0.56%
- 1M
- -3.98%
- YTD
- 0.61%
- 6M
- 1.88%
- 1Y
- 18.26%
- 3Y*
- 13.99%
- 5Y*
- 4.41%
- 10Y*
- 11.01%
BFGFX
- 1D
- 0.05%
- 1M
- -5.79%
- YTD
- -5.00%
- 6M
- 6.15%
- 1Y
- 23.31%
- 3Y*
- 18.68%
- 5Y*
- 10.01%
- 10Y*
- 20.15%
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USMIX vs. BFGFX - Expense Ratio Comparison
USMIX has a 0.38% expense ratio, which is lower than BFGFX's 1.32% expense ratio.
Return for Risk
USMIX vs. BFGFX — Risk / Return Rank
USMIX
BFGFX
USMIX vs. BFGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Extended Market Index Fund (USMIX) and Baron Focused Growth Fund (BFGFX). 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.
| USMIX | BFGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.11 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.96 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.17 | -0.73 |
Martin ratioReturn relative to average drawdown | 5.81 | 8.03 | -2.23 |
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
| USMIX | BFGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.11 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.45 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.84 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.69 | -0.33 |
Correlation
The correlation between USMIX and BFGFX 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
USMIX vs. BFGFX - Dividend Comparison
USMIX's dividend yield for the trailing twelve months is around 6.43%, while BFGFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USMIX USAA Extended Market Index Fund | 6.43% | 6.47% | 14.41% | 4.41% | 8.78% | 17.98% | 3.32% | 3.18% | 6.48% | 7.48% | 7.07% | 8.02% |
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
Drawdowns
USMIX vs. BFGFX - Drawdown Comparison
The maximum USMIX drawdown since its inception was -57.91%, roughly equal to the maximum BFGFX drawdown of -59.52%. Use the drawdown chart below to compare losses from any high point for USMIX and BFGFX.
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Drawdown Indicators
| USMIX | BFGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.91% | -59.52% | +1.61% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -9.74% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -37.86% | -35.93% | -1.93% |
Max Drawdown (10Y)Largest decline over 10 years | -41.86% | -43.62% | +1.76% |
Current DrawdownCurrent decline from peak | -6.66% | -7.51% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -12.06% | -12.43% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 3.23% | +0.29% |
Volatility
USMIX vs. BFGFX - Volatility Comparison
USAA Extended Market Index Fund (USMIX) has a higher volatility of 6.41% compared to Baron Focused Growth Fund (BFGFX) at 5.00%. This indicates that USMIX's price experiences larger fluctuations and is considered to be riskier than BFGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USMIX | BFGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 5.00% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 15.78% | -3.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.81% | 23.01% | -1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.98% | 22.56% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 23.95% | -0.30% |