BIOPX vs. BPTRX

The year-to-date returns for both stocks are quite close, with BIOPX having a 35.63% return and BPTRX slightly lower at 34.76%. Over the past 10 years, BIOPX has underperformed BPTRX with an annualized return of 10.08%, while BPTRX has yielded a comparatively higher 19.34% 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 1.73, which is higher than the BPTRX Sharpe Ratio of 1.26. 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.

Neither BIOPX nor BPTRX has paid dividends to shareholders.

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.

The current volatility for Baron Opportunity Fund (BIOPX) is 8.21%, while Baron Partners Fund (BPTRX) has a volatility of 12.37%. 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.