BARIX vs. BPTRX
BARIX (Baron Asset Fund Institutional Class) and BPTRX (Baron Partners Fund) are both mutual funds - BARIX is a Mid Cap Growth Equities fund managed by Baron Capital, while BPTRX is a Large Cap Growth Equities fund actively managed by Baron Capital. Over the past 10 years, BARIX returned 10.59%/yr vs 22.97%/yr for BPTRX. Their correlation of 0.82 means they have usually moved in the same direction. BARIX charges 1.03%/yr vs 1.36%/yr for BPTRX.
Performance
BARIX vs. BPTRX - Performance Comparison
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Returns By Period
In the year-to-date period, BARIX achieves a -2.34% return, which is significantly higher than BPTRX's -3.59% return. Over the past 10 years, BARIX has underperformed BPTRX with an annualized return of 10.59%, while BPTRX has yielded a comparatively higher 22.97% annualized return.
BARIX
- 1D
- -0.90%
- 1M
- -10.37%
- 6M
- 1.40%
- YTD
- -2.34%
- 1Y
- 3.31%
- 3Y*
- 6.93%
- 5Y*
- 0.65%
- 10Y*
- 10.59%
- ALL TIME*
- 12.42%
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
BPTRX Baron Partners Fund | $0.00 | $0.00 | $0.00 |
BARIX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BARIX Baron Asset Fund Institutional Class | -2.34% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
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 BARIX and BPTRX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since May 29, 2009 | 0.82 |
The correlation between BARIX and BPTRX shifts across timeframes, from 0.62 (3 years) to 0.82 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BARIX vs. BPTRX — Risk / Return Rank
BARIX
BPTRX
BARIX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund Institutional Class (BARIX) 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.
| BARIX | BPTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.02 | 1.31 | -1.28 |
| Martin ratioReturn relative to average drawdown | 0.06 | 4.23 | -4.17 |
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Drawdowns
BARIX vs. BPTRX - Drawdown Comparison
The maximum BARIX drawdown since its inception was -37.44%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for BARIX and BPTRX.
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Drawdown Indicators
| BARIX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.44% | -64.11% | +26.67% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -19.60% | +2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -17.78% | -33.34% | +15.56% |
Max Drawdown (5Y)Largest decline over 5 years | -37.44% | -49.87% | +12.43% |
Max Drawdown (10Y)Largest decline over 10 years | -37.44% | -51.26% | +13.82% |
Current DrawdownCurrent decline from peak | -15.52% | -18.16% | +2.64% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -13.76% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.20% | 6.04% | +0.16% |
Volatility
BARIX vs. BPTRX - Volatility Comparison
The current volatility for Baron Asset Fund Institutional Class (BARIX) is 6.09%, while Baron Partners Fund (BPTRX) has a volatility of 7.29%. This indicates that BARIX 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.
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Volatility by Period
| BARIX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 7.29% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 17.00% | 19.10% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.92% | 30.34% | -9.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.62% | 34.24% | -13.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.28% | 32.93% | -12.65% |
BARIX vs. BPTRX - Expense Ratio Comparison
BARIX has a 1.03% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Dividends
BARIX vs. BPTRX - Dividend Comparison
BARIX's dividend yield for the trailing twelve months is around 10.84%, more than BPTRX's 3.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARIX Baron Asset Fund Institutional Class | 10.84% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
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
BARIX and BPTRX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPTRX has higher volatility (7.29%) compared to BARIX (6.09%). In terms of maximum drawdown, BARIX dropped -37.44% vs BPTRX's -64.11%.
BPTRX currently has the higher Sharpe Ratio (0.84 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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