ADSIX vs. BPTRX
ADSIX (American Century Disciplined Growth Fund) and BPTRX (Baron Partners Fund) are both Large Cap Growth Equities funds. Over the past 10 years, ADSIX returned 14.71%/yr vs 22.97%/yr for BPTRX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. ADSIX charges 0.99%/yr vs 1.36%/yr for BPTRX.
Performance
ADSIX vs. BPTRX - Performance Comparison
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Returns By Period
In the year-to-date period, ADSIX achieves a -0.35% return, which is significantly higher than BPTRX's -3.59% return. Over the past 10 years, ADSIX has underperformed BPTRX with an annualized return of 14.71%, while BPTRX has yielded a comparatively higher 22.97% annualized return.
ADSIX
- 1D
- 2.83%
- 1M
- -2.13%
- 6M
- 1.82%
- YTD
- -0.35%
- 1Y
- 10.03%
- 3Y*
- 18.24%
- 5Y*
- 10.22%
- 10Y*
- 14.71%
- ALL TIME*
- 11.35%
BPTRX
- 1D
- -2.14%
- 1M
- -12.60%
- 6M
- -0.09%
- YTD
- -3.59%
- 1Y
- 28.55%
- 3Y*
- 16.04%
- 5Y*
- 10.37%
- 10Y*
- 22.97%
- ALL TIME*
- 15.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
BPTRX Baron Partners Fund | $0.00 | $0.00 | $0.00 |
ADSIX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | -0.35% | 17.24% | 31.19% | 43.07% | -31.44% | 24.46% | 33.28% | 30.00% | -5.57% | 26.05% |
BPTRX Baron Partners Fund | -3.59% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Correlation
The correlation between ADSIX and BPTRX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2005 | 0.80 |
Over the past year, the correlation between ADSIX and BPTRX has dropped to 0.56 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
ADSIX vs. BPTRX — Risk / Return Rank
ADSIX
BPTRX
ADSIX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Growth Fund (ADSIX) and Baron Partners Fund (BPTRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADSIX | BPTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.21 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.31 | -0.85 |
| Martin ratioReturn relative to average drawdown | 1.32 | 4.23 | -2.91 |
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Drawdowns
ADSIX vs. BPTRX - Drawdown Comparison
The maximum ADSIX drawdown since its inception was -53.04%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for ADSIX and BPTRX.
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Drawdown Indicators
| ADSIX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.04% | -64.11% | +11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -16.79% | -19.60% | +2.81% |
Max Drawdown (3Y)Largest decline over 3 years | -24.11% | -33.34% | +9.23% |
Max Drawdown (5Y)Largest decline over 5 years | -34.49% | -49.87% | +15.38% |
Max Drawdown (10Y)Largest decline over 10 years | -34.49% | -51.26% | +16.77% |
Current DrawdownCurrent decline from peak | -7.99% | -18.16% | +10.17% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -13.76% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.80% | 6.04% | -0.24% |
Volatility
ADSIX vs. BPTRX - Volatility Comparison
The current volatility for American Century Disciplined Growth Fund (ADSIX) is 5.70%, while Baron Partners Fund (BPTRX) has a volatility of 7.29%. This indicates that ADSIX experiences smaller price fluctuations and is considered to be less risky than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADSIX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 7.29% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 19.10% | -5.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 30.34% | -13.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.64% | 34.24% | -12.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.19% | 32.93% | -11.74% |
ADSIX vs. BPTRX - Expense Ratio Comparison
ADSIX has a 0.99% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Dividends
ADSIX vs. BPTRX - Dividend Comparison
ADSIX's dividend yield for the trailing twelve months is around 13.65%, more than BPTRX's 3.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | 13.65% | 13.61% | 43.82% | 0.04% | 0.00% | 21.63% | 19.18% | 9.12% | 18.62% | 9.40% | 0.62% | 1.76% |
BPTRX Baron Partners Fund | 3.49% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Frequently Asked Questions
ADSIX and BPTRX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPTRX has higher volatility (7.29%) compared to ADSIX (5.70%). In terms of maximum drawdown, ADSIX dropped -53.04% vs BPTRX's -64.11%.
BPTRX currently has the higher Sharpe Ratio (0.84 vs 0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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