VHCAX vs. BIOPX

In the year-to-date period, VHCAX achieves a -5.40% return, which is significantly higher than BIOPX's -9.57% return. Over the past 10 years, VHCAX has underperformed BIOPX with an annualized return of 4.96%, while BIOPX has yielded a comparatively higher 8.32% annualized return.

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VHCAX has a 0.36% expense ratio, which is lower than BIOPX's 1.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) and Baron Opportunity Fund (BIOPX). 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 VHCAX Sharpe Ratio is 0.15, which is lower than the BIOPX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of VHCAX and BIOPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VHCAX's dividend yield for the trailing twelve months is around 0.82%, while BIOPX has not paid dividends to shareholders.

The maximum VHCAX drawdown since its inception was -61.09%, smaller than the maximum BIOPX drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for VHCAX and BIOPX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) is 15.22%, while Baron Opportunity Fund (BIOPX) has a volatility of 18.06%. This indicates that VHCAX experiences smaller price fluctuations and is considered to be less risky than BIOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.