AMAGX vs. BPTRX
Compare and contrast key facts about Amana Mutual Funds Trust Growth Fund (AMAGX) and Baron Partners Fund (BPTRX).
AMAGX is managed by Amana. It was launched on Feb 3, 1994. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMAGX or BPTRX.
Key characteristics
| AMAGX | BPTRX | |
|---|---|---|
| YTD Return | 14.13% | -0.88% |
| 1Y Return | 26.84% | 12.97% |
| 3Y Return (Ann) | 6.14% | -9.54% |
| 5Y Return (Ann) | 16.36% | 24.28% |
| 10Y Return (Ann) | 14.66% | 17.75% |
| Sharpe Ratio | 1.99 | 0.75 |
| Sortino Ratio | 2.73 | 1.22 |
| Omega Ratio | 1.35 | 1.15 |
| Calmar Ratio | 2.77 | 0.49 |
| Martin Ratio | 10.13 | 1.94 |
| Ulcer Index | 2.99% | 9.78% |
| Daily Std Dev | 15.20% | 25.17% |
| Max Drawdown | -57.64% | -65.33% |
| Current Drawdown | -4.93% | -25.96% |
Correlation
The correlation between AMAGX and BPTRX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AMAGX vs. BPTRX - Performance Comparison
In the year-to-date period, AMAGX achieves a 14.13% return, which is significantly higher than BPTRX's -0.88% return. Over the past 10 years, AMAGX has underperformed BPTRX with an annualized return of 14.66%, while BPTRX has yielded a comparatively higher 17.75% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMAGX vs. BPTRX - Expense Ratio Comparison
AMAGX has a 0.91% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Risk-Adjusted Performance
AMAGX vs. BPTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Growth Fund (AMAGX) 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.
Dividends
AMAGX vs. BPTRX - Dividend Comparison
AMAGX's dividend yield for the trailing twelve months is around 0.57%, while BPTRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMAGX Amana Mutual Funds Trust Growth Fund | 0.57% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% | 6.50% | 3.22% |
BPTRX Baron Partners Fund | 0.00% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 0.00% |
Drawdowns
AMAGX vs. BPTRX - Drawdown Comparison
The maximum AMAGX drawdown since its inception was -57.64%, smaller than the maximum BPTRX drawdown of -65.33%. Use the drawdown chart below to compare losses from any high point for AMAGX and BPTRX. For additional features, visit the drawdowns tool.
Volatility
AMAGX vs. BPTRX - Volatility Comparison
The current volatility for Amana Mutual Funds Trust Growth Fund (AMAGX) is 3.93%, while Baron Partners Fund (BPTRX) has a volatility of 9.86%. This indicates that AMAGX 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.