PortfoliosLab logo
BIOPX vs. BPTRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BIOPX and BPTRX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

BIOPX vs. BPTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Opportunity Fund (BIOPX) and Baron Partners Fund (BPTRX). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%December2025FebruaryMarchAprilMay
341.13%
1,129.56%
BIOPX
BPTRX

Key characteristics

Sharpe Ratio

BIOPX:

0.57

BPTRX:

0.79

Sortino Ratio

BIOPX:

0.96

BPTRX:

1.39

Omega Ratio

BIOPX:

1.13

BPTRX:

1.17

Calmar Ratio

BIOPX:

0.58

BPTRX:

0.71

Martin Ratio

BIOPX:

1.78

BPTRX:

2.27

Ulcer Index

BIOPX:

9.39%

BPTRX:

12.38%

Daily Std Dev

BIOPX:

29.28%

BPTRX:

35.86%

Max Drawdown

BIOPX:

-67.79%

BPTRX:

-68.06%

Current Drawdown

BIOPX:

-15.23%

BPTRX:

-22.36%

Returns By Period

In the year-to-date period, BIOPX achieves a -6.73% return, which is significantly higher than BPTRX's -14.93% return. Over the past 10 years, BIOPX has underperformed BPTRX with an annualized return of 8.71%, while BPTRX has yielded a comparatively higher 16.76% annualized return.


BIOPX

YTD

-6.73%

1M

18.11%

6M

-3.72%

1Y

11.12%

5Y*

11.68%

10Y*

8.71%

BPTRX

YTD

-14.93%

1M

11.85%

6M

11.96%

1Y

25.18%

5Y*

21.80%

10Y*

16.76%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BIOPX vs. BPTRX - Expense Ratio Comparison

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


Risk-Adjusted Performance

BIOPX vs. BPTRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIOPX
The Risk-Adjusted Performance Rank of BIOPX is 5252
Overall Rank
The Sharpe Ratio Rank of BIOPX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of BIOPX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of BIOPX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of BIOPX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of BIOPX is 4747
Martin Ratio Rank

BPTRX
The Risk-Adjusted Performance Rank of BPTRX is 6565
Overall Rank
The Sharpe Ratio Rank of BPTRX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of BPTRX is 7171
Sortino Ratio Rank
The Omega Ratio Rank of BPTRX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of BPTRX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of BPTRX is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIOPX vs. BPTRX - Risk-Adjusted Performance Comparison

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 0.57, which is comparable to the BPTRX Sharpe Ratio of 0.79. 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50December2025FebruaryMarchAprilMay
0.57
0.79
BIOPX
BPTRX

Dividends

BIOPX vs. BPTRX - Dividend Comparison

BIOPX's dividend yield for the trailing twelve months is around 5.30%, while BPTRX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
BIOPX
Baron Opportunity Fund
5.30%4.95%0.00%0.00%8.71%6.96%7.33%5.28%15.58%13.52%10.92%5.66%
BPTRX
Baron Partners Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.35%0.00%

Drawdowns

BIOPX vs. BPTRX - Drawdown Comparison

The maximum BIOPX drawdown since its inception was -67.79%, roughly equal to the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for BIOPX and BPTRX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-15.23%
-22.36%
BIOPX
BPTRX

Volatility

BIOPX vs. BPTRX - Volatility Comparison

The current volatility for Baron Opportunity Fund (BIOPX) is 16.37%, while Baron Partners Fund (BPTRX) has a volatility of 17.56%. 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.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
16.37%
17.56%
BIOPX
BPTRX