AMRGX vs. BPTRX
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and Baron Partners Fund (BPTRX).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
AMRGX vs. BPTRX - Performance Comparison
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AMRGX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | -1.31% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
BPTRX Baron Partners Fund | -7.34% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, AMRGX achieves a -1.31% return, which is significantly higher than BPTRX's -7.34% return. Over the past 10 years, AMRGX has underperformed BPTRX with an annualized return of 10.41%, while BPTRX has yielded a comparatively higher 23.41% annualized return.
AMRGX
- 1D
- -1.60%
- 1M
- -10.92%
- YTD
- -1.31%
- 6M
- 7.51%
- 1Y
- 16.26%
- 3Y*
- 14.01%
- 5Y*
- 7.34%
- 10Y*
- 10.41%
BPTRX
- 1D
- -0.03%
- 1M
- -7.11%
- YTD
- -7.34%
- 6M
- 10.27%
- 1Y
- 39.75%
- 3Y*
- 21.14%
- 5Y*
- 10.69%
- 10Y*
- 23.41%
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AMRGX vs. BPTRX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than BPTRX's 1.36% expense ratio.
Return for Risk
AMRGX vs. BPTRX — Risk / Return Rank
AMRGX
BPTRX
AMRGX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) 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.
| AMRGX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.18 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.12 | 2.24 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 2.45 | -1.46 |
Martin ratioReturn relative to average drawdown | 2.37 | 8.95 | -6.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMRGX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.18 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.32 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.72 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.54 | -0.45 |
Correlation
The correlation between AMRGX and BPTRX is 0.60, 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.
Dividends
AMRGX vs. BPTRX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 18.06%, more than BPTRX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 18.06% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BPTRX Baron Partners Fund | 3.63% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
AMRGX vs. BPTRX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -80.32%, which is greater than BPTRX's maximum drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for AMRGX and BPTRX.
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Drawdown Indicators
| AMRGX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.32% | -64.11% | -16.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -14.79% | +0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -49.87% | +14.45% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -51.26% | +15.84% |
Current DrawdownCurrent decline from peak | -13.98% | -10.53% | -3.45% |
Average DrawdownAverage peak-to-trough decline | -40.45% | -13.82% | -26.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 4.04% | +1.78% |
Volatility
AMRGX vs. BPTRX - Volatility Comparison
American Growth Fund Series One (AMRGX) has a higher volatility of 6.18% compared to Baron Partners Fund (BPTRX) at 4.13%. This indicates that AMRGX's price experiences larger fluctuations and is considered to be riskier 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
| AMRGX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 4.13% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 23.49% | 22.12% | +1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.26% | 33.36% | -5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 33.90% | -12.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 32.72% | -11.42% |