BPTIX vs. SWLGX
Compare and contrast key facts about Baron Partners Fund Institutional Class (BPTIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
BPTIX is managed by Baron Capital Group. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
BPTIX vs. SWLGX - Performance Comparison
Loading graphics...
BPTIX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | -7.28% | 24.86% | 33.09% | 43.47% | -42.39% | 31.69% | 149.45% | 47.29% | -1.75% | -1.39% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, BPTIX achieves a -7.28% return, which is significantly higher than SWLGX's -13.06% return.
BPTIX
- 1D
- -0.02%
- 1M
- -7.09%
- YTD
- -7.28%
- 6M
- 10.41%
- 1Y
- 40.11%
- 3Y*
- 21.44%
- 5Y*
- 10.98%
- 10Y*
- 23.89%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPTIX vs. SWLGX - Expense Ratio Comparison
BPTIX has a 1.99% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
BPTIX vs. SWLGX — Risk / Return Rank
BPTIX
SWLGX
BPTIX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund Institutional Class (BPTIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| BPTIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.66 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.25 | 1.10 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 0.72 | +1.75 |
Martin ratioReturn relative to average drawdown | 9.08 | 2.51 | +6.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BPTIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.66 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.56 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.68 | +0.05 |
Correlation
The correlation between BPTIX and SWLGX is 0.76, 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.
Dividends
BPTIX vs. SWLGX - Dividend Comparison
BPTIX's dividend yield for the trailing twelve months is around 3.46%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | 3.46% | 3.21% | 0.73% | 0.00% | 3.07% | 7.46% | 3.57% | 1.27% | 0.00% | 0.00% | 0.00% | 0.62% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
BPTIX vs. SWLGX - Drawdown Comparison
The maximum BPTIX drawdown since its inception was -51.26%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for BPTIX and SWLGX.
Loading graphics...
Drawdown Indicators
| BPTIX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.26% | -32.69% | -18.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -16.16% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -49.72% | -32.69% | -17.03% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | — | — |
Current DrawdownCurrent decline from peak | -10.47% | -16.16% | +5.69% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -7.13% | -3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 4.62% | -0.60% |
Volatility
BPTIX vs. SWLGX - Volatility Comparison
The current volatility for Baron Partners Fund Institutional Class (BPTIX) is 4.13%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that BPTIX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BPTIX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 5.38% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 22.13% | 11.82% | +10.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.37% | 22.31% | +11.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.90% | 21.47% | +12.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.72% | 22.78% | +9.94% |