BARAX vs. BTU
Compare and contrast key facts about Baron Asset Fund (BARAX) and Peabody Energy Corporation (BTU).
BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BARAX or BTU.
Key characteristics
| BARAX | BTU | |
|---|---|---|
| YTD Return | 9.31% | 9.35% |
| 1Y Return | 23.06% | 12.58% |
| 3Y Return (Ann) | -2.20% | 32.34% |
| 5Y Return (Ann) | 8.67% | 19.90% |
| Sharpe Ratio | 1.99 | 0.39 |
| Sortino Ratio | 2.77 | 0.80 |
| Omega Ratio | 1.35 | 1.09 |
| Calmar Ratio | 1.07 | 0.25 |
| Martin Ratio | 9.74 | 1.08 |
| Ulcer Index | 2.77% | 11.94% |
| Daily Std Dev | 13.25% | 33.26% |
| Max Drawdown | -57.35% | -98.08% |
| Current Drawdown | -7.57% | -37.81% |
Correlation
The correlation between BARAX and BTU is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BARAX vs. BTU - Performance Comparison
The year-to-date returns for both investments are quite close, with BARAX having a 9.31% return and BTU slightly higher at 9.35%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BARAX vs. BTU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund (BARAX) and Peabody Energy Corporation (BTU). 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
BARAX vs. BTU - Dividend Comparison
BARAX's dividend yield for the trailing twelve months is around 3.19%, more than BTU's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARAX Baron Asset Fund | 3.19% | 3.48% | 0.01% | 7.65% | 3.05% | 1.78% | 7.42% | 7.25% | 4.88% | 11.50% | 6.53% | 9.02% |
BTU Peabody Energy Corporation | 1.14% | 0.93% | 0.00% | 0.00% | 0.00% | 26.34% | 1.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BARAX vs. BTU - Drawdown Comparison
The maximum BARAX drawdown since its inception was -57.35%, smaller than the maximum BTU drawdown of -98.08%. Use the drawdown chart below to compare losses from any high point for BARAX and BTU. For additional features, visit the drawdowns tool.
Volatility
BARAX vs. BTU - Volatility Comparison
The current volatility for Baron Asset Fund (BARAX) is 3.41%, while Peabody Energy Corporation (BTU) has a volatility of 10.50%. This indicates that BARAX experiences smaller price fluctuations and is considered to be less risky than BTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.