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Baron Partners Fund (BPTRX) Sharpe Ratio: 1.83

Mutual Fund · Currency in USD · Last updated Jun 20, 2026

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.

BPTRX's Sharpe Ratio of 1.83 indicates that for each unit of volatility, it generates 1.83 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 20, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

BPTRX Sharpe Ratio Rank

BPTRX Sharpe Ratio Rank: 48.148
Average

BPTRX ranks above 48.1% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

BPTRX Sharpe Ratio Market Positioning

The chart shows BPTRX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.33 or lower
  • Yellow zone (middle 50%): 1.33 to 2.32
  • Green zone (top 25%): 2.32 or higher
  • Top 1%: 4.31+
  • Median: 1.93 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Baron Partners Fund's Sharpe Ratio with other mutual funds in the Large Cap Growth Equities category across multiple time periods, showing how BPTRX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 20, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
POGRXPrimeCap Odyssey Growth Fund3.42
VPMCXVanguard PRIMECAP Fund Investor Shares3.42
FOCKXFidelity OTC Portfolio Class K3.13
FOCPXFidelity OTC Portfolio3.13
ONERXOne Rock Fund3.11
VHCAXVanguard Capital Opportunity Fund Admiral Shares3.03
FCGSXFidelity Series Growth Company Fund2.95
ANFFXAmerican Funds The New Economy Fund Class F-12.84
IOLZXICON Equity Fund2.84
CHAIXChase Growth Fund Institutional Class2.79
BPTRXBaron Partners Fund1.83

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BPTRX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BPTRX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does BPTRX fit in your portfolio?

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