BPTIX vs. TILIX
Compare and contrast key facts about Baron Partners Fund Institutional Class (BPTIX) and TIAA-CREF Large-Cap Growth Index Fund (TILIX).
BPTIX is managed by Baron Capital Group. TILIX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
BPTIX vs. TILIX - Performance Comparison
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BPTIX vs. TILIX - 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% | 31.91% |
TILIX TIAA-CREF Large-Cap Growth Index Fund | -13.04% | 18.41% | 33.31% | 42.64% | -29.22% | 27.63% | 38.43% | 36.30% | -1.66% | 28.49% |
Returns By Period
In the year-to-date period, BPTIX achieves a -7.28% return, which is significantly higher than TILIX's -13.04% return. Over the past 10 years, BPTIX has outperformed TILIX with an annualized return of 23.89%, while TILIX has yielded a comparatively lower 16.09% annualized 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%
TILIX
- 1D
- -0.44%
- 1M
- -8.64%
- YTD
- -13.04%
- 6M
- -12.14%
- 1Y
- 14.38%
- 3Y*
- 19.64%
- 5Y*
- 11.88%
- 10Y*
- 16.09%
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BPTIX vs. TILIX - Expense Ratio Comparison
BPTIX has a 1.99% expense ratio, which is higher than TILIX's 0.05% expense ratio.
Return for Risk
BPTIX vs. TILIX — Risk / Return Rank
BPTIX
TILIX
BPTIX vs. TILIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund Institutional Class (BPTIX) and TIAA-CREF Large-Cap Growth Index Fund (TILIX). 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 | TILIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.65 | +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 | 0.67 | +1.80 |
Martin ratioReturn relative to average drawdown | 9.08 | 2.32 | +6.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BPTIX | TILIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.65 | +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 | 0.77 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.56 | +0.16 |
Correlation
The correlation between BPTIX and TILIX is 0.80, 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. TILIX - Dividend Comparison
BPTIX's dividend yield for the trailing twelve months is around 3.46%, less than TILIX's 5.07% 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% |
TILIX TIAA-CREF Large-Cap Growth Index Fund | 5.07% | 4.41% | 3.25% | 1.90% | 11.00% | 8.76% | 1.91% | 2.38% | 4.01% | 0.68% | 1.33% | 1.32% |
Drawdowns
BPTIX vs. TILIX - Drawdown Comparison
The maximum BPTIX drawdown since its inception was -51.26%, roughly equal to the maximum TILIX drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for BPTIX and TILIX.
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Drawdown Indicators
| BPTIX | TILIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.26% | -50.54% | -0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -16.24% | +1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -49.72% | -32.68% | -17.04% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | -32.68% | -18.58% |
Current DrawdownCurrent decline from peak | -10.47% | -16.24% | +5.77% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -7.77% | -3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 4.73% | -0.71% |
Volatility
BPTIX vs. TILIX - Volatility Comparison
The current volatility for Baron Partners Fund Institutional Class (BPTIX) is 4.13%, while TIAA-CREF Large-Cap Growth Index Fund (TILIX) has a volatility of 5.34%. This indicates that BPTIX experiences smaller price fluctuations and is considered to be less risky than TILIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTIX | TILIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 5.34% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 22.13% | 11.80% | +10.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.37% | 22.35% | +11.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.90% | 21.44% | +12.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.72% | 21.01% | +11.71% |