AKRIX vs. BPTRX

Last updated Aug 1, 2026

AKRIX (Akre Focus Fund) and BPTRX (Baron Partners Fund) are both Large Cap Growth Equities funds. Their 0.72 correlation means they have sometimes moved together and sometimes differently. AKRIX charges 1.04%/yr vs 1.36%/yr for BPTRX.

Performance

AKRIX vs. BPTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Akre Focus Fund (AKRIX) and Baron Partners Fund (BPTRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AKRIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BPTRX Baron Partners Fund	$0.00	$0.00	$0.00

AKRIX vs. BPTRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AKRIX Akre Focus Fund	0.00%	3.83%	18.27%	28.75%	-22.74%	24.56%	20.70%	35.38%	5.54%	30.87%
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 AKRIX and BPTRX is 0.14, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.14
Correlation (3Y) Balances recent behavior with more history.	0.47
Correlation (5Y) Shows whether the relationship held over a longer period.	0.60
Correlation (10Y) Provides a long-term view across more market conditions.	0.64
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010	0.72

Over the past year, the correlation between AKRIX and BPTRX has dropped to 0.14 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.

Return for Risk

AKRIX vs. BPTRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AKRIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BPTRX

BPTRX Risk / Return Rank: 34
BPTRX Sharpe Ratio Rank: 25
BPTRX Sortino Ratio Rank: 46
BPTRX Omega Ratio Rank: 40
BPTRX Calmar Ratio Rank: 31
BPTRX Martin Ratio Rank: 30

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AKRIX vs. BPTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) 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.

	AKRIX	BPTRX	Difference
Sharpe ratio: Return per unit of total volatility	—	0.84	—
Sortino ratio: Return per unit of downside risk	—	1.80	—
Omega ratio: Gain probability vs. loss probability	—	1.21	—
Calmar ratio: Return relative to maximum drawdown	—	1.31	—
Martin ratio: Return relative to average drawdown	—	4.23	—

Drawdowns

Drawdown Indicators

	AKRIX	BPTRX	Difference
Max Drawdown Largest peak-to-trough decline	—	-64.11%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-19.60%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-33.34%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-49.87%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-51.26%	—
Current Drawdown Current decline from peak	—	-18.16%	—
Average Drawdown Average peak-to-trough decline	—	-13.76%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.04%	—

Volatility

Volatility by Period

	AKRIX	BPTRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	19.10%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	30.34%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	34.24%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	32.93%	—

AKRIX vs. BPTRX - Expense Ratio Comparison

AKRIX has a 1.04% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

Dividends

AKRIX vs. BPTRX - Dividend Comparison

AKRIX has not paid dividends to shareholders, while BPTRX's dividend yield for the trailing twelve months is around 3.49%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AKRIX Akre Focus Fund	4.49%	4.49%	4.84%	3.42%	6.49%	3.54%	0.00%	2.92%	0.54%	0.60%	0.18%	0.00%
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

Can I hold both AKRIX and BPTRX in my portfolio?

AKRIX and BPTRX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.