BPTIX vs. RTX
BPTIX (Baron Partners Fund Institutional Class) is Large Cap Growth Equities fund managed by Baron Capital Group, while RTX (RTX Corporation) is a stock. Over the past 10 years, BPTIX returned 25.98%/yr vs 15.84%/yr for RTX. At a 0.48 correlation, their price movements are largely independent.
Performance
BPTIX vs. RTX - Performance Comparison
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Returns By Period
In the year-to-date period, BPTIX achieves a 12.61% return, which is significantly higher than RTX's -0.11% return. Over the past 10 years, BPTIX has outperformed RTX with an annualized return of 25.98%, while RTX has yielded a comparatively lower 15.84% annualized return.
BPTIX
- 1D
- -1.26%
- 1M
- 14.35%
- YTD
- 12.61%
- 6M
- 8.74%
- 1Y
- 53.31%
- 3Y*
- 24.31%
- 5Y*
- 15.29%
- 10Y*
- 25.98%
RTX
- 1D
- -2.03%
- 1M
- 2.72%
- YTD
- -0.11%
- 6M
- -1.34%
- 1Y
- 25.97%
- 3Y*
- 25.98%
- 5Y*
- 18.57%
- 10Y*
- 15.84%
BPTIX vs. RTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | 12.61% | 24.86% | 33.09% | 43.47% | -42.39% | 31.69% | 149.45% | 47.29% | -1.75% | 31.91% |
RTX RTX Corporation | -0.11% | 61.44% | 40.76% | -14.44% | 20.01% | 23.27% | -7.70% | 43.82% | -14.66% | 19.13% |
Correlation
The correlation between BPTIX and RTX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since May 29, 2009 | 0.48 |
The correlation between BPTIX and RTX shifts across timeframes, from 0.22 (3 years) to 0.48 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BPTIX vs. RTX — Risk / Return Rank
BPTIX
RTX
BPTIX vs. RTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund Institutional Class (BPTIX) and RTX Corporation (RTX). 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 | RTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.20 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 5.00 | 1.35 | +3.65 |
| Martin ratioReturn relative to average drawdown | 12.23 | 3.58 | +8.65 |
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Drawdowns
BPTIX vs. RTX - Drawdown Comparison
The maximum BPTIX drawdown since its inception was -51.26%, smaller than the maximum RTX drawdown of -55.14%. Use the drawdown chart below to compare losses from any high point for BPTIX and RTX.
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Drawdown Indicators
| BPTIX | RTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.26% | -55.14% | +3.88% |
Max Drawdown (1Y)Largest decline over 1 year | -10.64% | -19.32% | +8.68% |
Max Drawdown (3Y)Largest decline over 3 years | -33.29% | -28.99% | -4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -49.72% | -32.84% | -16.88% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | -51.98% | +0.72% |
Current DrawdownCurrent decline from peak | -4.52% | -13.94% | +9.42% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -13.03% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 7.28% | -2.94% |
Volatility
BPTIX vs. RTX - Volatility Comparison
Baron Partners Fund Institutional Class (BPTIX) has a higher volatility of 11.09% compared to RTX Corporation (RTX) at 9.46%. This indicates that BPTIX's price experiences larger fluctuations and is considered to be riskier than RTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTIX | RTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.09% | 9.46% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 16.00% | 18.94% | -2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.94% | 24.59% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.94% | 24.03% | +9.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.87% | 27.84% | +5.03% |
Dividends
BPTIX vs. RTX - Dividend Comparison
BPTIX's dividend yield for the trailing twelve months is around 2.85%, more than RTX's 1.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | 2.85% | 3.21% | 0.73% | 0.00% | 3.07% | 7.46% | 3.57% | 1.27% | 0.00% | 0.00% | 0.00% | 0.62% |
RTX RTX Corporation | 1.52% | 1.46% | 2.14% | 2.76% | 2.14% | 2.33% | 21.21% | 1.96% | 2.66% | 2.13% | 2.39% | 2.66% |
Frequently Asked Questions
BPTIX and RTX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPTIX has higher volatility (11.09%) compared to RTX (9.46%). In terms of maximum drawdown, BPTIX dropped -51.26% vs RTX's -55.14%.
BPTIX currently has the higher Sharpe Ratio (1.84 vs 1.06), 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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