BIOPX vs. BPTRX

In the year-to-date period, BIOPX achieves a 1.53% return, which is significantly higher than BPTRX's -3.85% return. Over the past 10 years, BIOPX has underperformed BPTRX with an annualized return of 17.36%, while BPTRX has yielded a comparatively higher 19.82% annualized return.

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BIOPX has a 1.31% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) 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.

The current BIOPX Sharpe Ratio is 0.86, which is comparable to the BPTRX Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of BIOPX and BPTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIOPX's dividend yield for the trailing twelve months is around 4.87%, more than BPTRX's 0.79% yield.

The maximum BIOPX drawdown since its inception was -67.80%, roughly equal to the maximum BPTRX drawdown of -65.32%. Use the drawdown chart below to compare losses from any high point for BIOPX and BPTRX.

The current volatility for Baron Opportunity Fund (BIOPX) is 6.09%, while Baron Partners Fund (BPTRX) has a volatility of 7.55%. This indicates that BIOPX 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.