BPTIX vs. BWBIX
BPTIX (Baron Partners Fund Institutional Class) and BWBIX (Baron WealthBuilder Fund) are both mutual funds - BPTIX is a Large Cap Growth Equities fund managed by Baron Capital, while BWBIX is a Diversified Portfolio fund managed by Baron Capital. Over the past 5 years, BPTIX returned 10.65%/yr vs 3.22%/yr for BWBIX. Their correlation of 0.88 means they have usually moved in the same direction. BPTIX charges 1.99%/yr vs 0.05%/yr for BWBIX.
Performance
BPTIX vs. BWBIX - Performance Comparison
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Returns By Period
In the year-to-date period, BPTIX achieves a -3.44% return, which is significantly lower than BWBIX's 0.78% return.
BPTIX
- 1D
- -2.14%
- 1M
- -12.59%
- 6M
- 0.04%
- YTD
- -3.44%
- 1Y
- 28.88%
- 3Y*
- 16.33%
- 5Y*
- 10.65%
- 10Y*
- 23.45%
- ALL TIME*
- 20.60%
BWBIX
- 1D
- -0.64%
- 1M
- -5.41%
- 6M
- 2.24%
- YTD
- 0.78%
- 1Y
- 9.65%
- 3Y*
- 10.86%
- 5Y*
- 3.22%
- 10Y*
- —
- ALL TIME*
- 11.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BPTIX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | -3.44% | 24.86% | 33.09% | 43.47% | -42.39% | 31.69% | 149.45% | 47.29% | -10.10% |
BWBIX Baron WealthBuilder Fund | 0.78% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Correlation
The correlation between BPTIX and BWBIX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (All Time) Calculated using the full available price history since May 21, 2018 | 0.88 |
The correlation between BPTIX and BWBIX has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
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Return for Risk
BPTIX vs. BWBIX — Risk / Return Rank
BPTIX
BWBIX
BPTIX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund Institutional Class (BPTIX) and Baron WealthBuilder Fund (BWBIX). 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.
| BPTIX | BWBIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.09 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.64 | +0.69 |
| Martin ratioReturn relative to average drawdown | 4.30 | 1.96 | +2.34 |
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Drawdowns
BPTIX vs. BWBIX - Drawdown Comparison
The maximum BPTIX drawdown since its inception was -51.26%, which is greater than BWBIX's maximum drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for BPTIX and BWBIX.
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Drawdown Indicators
| BPTIX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.26% | -39.14% | -12.12% |
Max Drawdown (1Y)Largest decline over 1 year | -19.57% | -11.65% | -7.92% |
Max Drawdown (3Y)Largest decline over 3 years | -33.29% | -21.59% | -11.70% |
Max Drawdown (5Y)Largest decline over 5 years | -49.72% | -39.14% | -10.58% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | — | — |
Current DrawdownCurrent decline from peak | -18.13% | -5.90% | -12.23% |
Average DrawdownAverage peak-to-trough decline | -10.78% | -11.55% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 3.79% | +2.22% |
Volatility
BPTIX vs. BWBIX - Volatility Comparison
Baron Partners Fund Institutional Class (BPTIX) has a higher volatility of 7.29% compared to Baron WealthBuilder Fund (BWBIX) at 4.30%. This indicates that BPTIX's price experiences larger fluctuations and is considered to be riskier than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTIX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 4.30% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 19.10% | 12.24% | +6.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.34% | 16.10% | +14.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.24% | 21.31% | +12.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.94% | 23.09% | +9.85% |
BPTIX vs. BWBIX - Expense Ratio Comparison
BPTIX has a 1.99% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Dividends
BPTIX vs. BWBIX - Dividend Comparison
BPTIX's dividend yield for the trailing twelve months is around 3.32%, less than BWBIX's 7.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | 3.32% | 3.21% | 0.73% | 0.00% | 3.07% | 7.46% | 3.57% | 1.27% | 0.00% | 0.00% | 0.00% | 0.62% |
BWBIX Baron WealthBuilder Fund | 7.55% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BPTIX and BWBIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPTIX has higher volatility (7.29%) compared to BWBIX (4.30%). In terms of maximum drawdown, BPTIX dropped -51.26% vs BWBIX's -39.14%.
BPTIX currently has the higher Sharpe Ratio (0.85 vs 0.46), 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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