BARAX vs. BTU
BARAX (Baron Asset Fund) is Mid Cap Growth Equities fund managed by Baron Capital, while BTU (Peabody Energy Corporation) is a stock. Over the past 5 years, BARAX returned 0.19%/yr vs 15.65%/yr for BTU. Their 0.16 correlation means their historical movements had little consistent relationship.
Performance
BARAX vs. BTU - Performance Comparison
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Returns By Period
In the year-to-date period, BARAX achieves a -3.48% return, which is significantly higher than BTU's -26.24% return.
BARAX
- 1D
- -1.03%
- 1M
- -11.30%
- 6M
- 0.78%
- YTD
- -3.48%
- 1Y
- 1.99%
- 3Y*
- 6.61%
- 5Y*
- 0.19%
- 10Y*
- 10.20%
- ALL TIME*
- 9.61%
BTU
- 1D
- 2.20%
- 1M
- -2.29%
- 6M
- -35.94%
- YTD
- -26.24%
- 1Y
- 37.23%
- 3Y*
- 1.35%
- 5Y*
- 15.65%
- 10Y*
- —
- ALL TIME*
- -1.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BARAX Baron Asset Fund | $0.00 | $0.00 | $0.00 |
| $64.89M | $57.06M | $80.26M |
BARAX vs. BTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BARAX Baron Asset Fund | -3.48% | 7.89% | 10.35% | 17.05% | -26.06% | 13.88% | 32.98% | 37.64% | -0.15% | 14.64% |
BTU Peabody Energy Corporation | -26.24% | 44.18% | -12.80% | -7.03% | 162.36% | 317.84% | -73.57% | -67.32% | -21.62% | 31.10% |
Correlation
The correlation between BARAX and BTU is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.13 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2017 | 0.16 |
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Return for Risk
BARAX vs. BTU — Risk / Return Rank
BARAX
BTU
BARAX vs. BTU - Risk-Adjusted Trends 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.
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.
| BARAX | BTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.15 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.79 | -0.77 |
| Martin ratioReturn relative to average drawdown | 0.07 | 1.63 | -1.55 |
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Drawdowns
BARAX vs. BTU - Drawdown Comparison
The maximum BARAX drawdown since its inception was -59.71%, smaller than the maximum BTU drawdown of -98.07%. Use the drawdown chart below to compare losses from any high point for BARAX and BTU.
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Drawdown Indicators
| BARAX | BTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.71% | -98.07% | +38.36% |
Max Drawdown (1Y)Largest decline over 1 year | -16.75% | -47.12% | +30.37% |
Max Drawdown (3Y)Largest decline over 3 years | -17.82% | -65.14% | +47.32% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -67.44% | +29.91% |
Max Drawdown (10Y)Largest decline over 10 years | -37.53% | — | — |
Current DrawdownCurrent decline from peak | -16.41% | -47.22% | +30.81% |
Average DrawdownAverage peak-to-trough decline | -11.41% | -48.00% | +36.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.31% | 22.96% | -16.65% |
Volatility
BARAX vs. BTU - Volatility Comparison
The current volatility for Baron Asset Fund (BARAX) is 5.85%, while Peabody Energy Corporation (BTU) has a volatility of 14.72%. 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.
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Volatility by Period
| BARAX | BTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 14.72% | -8.87% |
Volatility (6M)Calculated over the trailing 6-month period | 16.99% | 41.96% | -24.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 58.32% | -37.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.53% | 63.04% | -42.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 77.41% | -57.18% |
Dividends
BARAX vs. BTU - Dividend Comparison
BARAX's dividend yield for the trailing twelve months is around 11.93%, more than BTU's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARAX Baron Asset Fund | 11.93% | 11.51% | 19.23% | 3.48% | 0.01% | 7.65% | 3.05% | 1.78% | 7.42% | 7.25% | 4.88% | 11.50% |
BTU Peabody Energy Corporation | 1.38% | 1.01% | 1.43% | 0.93% | 0.00% | 0.00% | 0.00% | 26.43% | 1.59% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BARAX and BTU have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTU has higher volatility (14.72%) compared to BARAX (5.85%). In terms of maximum drawdown, BARAX dropped -59.71% vs BTU's -98.07%.
BTU currently has the higher Sharpe Ratio (0.64 vs 0.02), 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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