VHCAX vs. BIOPX

In the year-to-date period, VHCAX achieves a 6.08% return, which is significantly lower than BIOPX's 35.63% return. Over the past 10 years, VHCAX has outperformed BIOPX with an annualized return of 11.34%, while BIOPX has yielded a comparatively lower 10.08% 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 0.49, which is lower than the BIOPX Sharpe Ratio of 1.73. 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.

Neither VHCAX nor BIOPX has paid dividends to shareholders.

The maximum VHCAX drawdown since its inception was -54.27%, 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.

Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) has a higher volatility of 11.33% compared to Baron Opportunity Fund (BIOPX) at 8.21%. This indicates that VHCAX's price experiences larger fluctuations and is considered to be riskier than BIOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.