BPTIX vs. VYCAX
Compare and contrast key facts about Baron Partners Fund Institutional Class (BPTIX) and Voya Corporate Leaders 100 Fund Class A (VYCAX).
BPTIX is managed by Baron Capital Group. VYCAX is managed by Voya. It was launched on Jun 30, 2008.
Performance
BPTIX vs. VYCAX - Performance Comparison
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BPTIX vs. VYCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | -5.33% | 24.86% | 33.09% | 43.47% | -42.39% | 31.69% | 149.45% | 47.29% | -1.75% | 31.91% |
VYCAX Voya Corporate Leaders 100 Fund Class A | -2.30% | 17.37% | 17.68% | 18.99% | -11.30% | 27.35% | 11.49% | 38.96% | -7.22% | 18.93% |
Returns By Period
In the year-to-date period, BPTIX achieves a -5.33% return, which is significantly lower than VYCAX's -2.30% return. Over the past 10 years, BPTIX has outperformed VYCAX with an annualized return of 24.15%, while VYCAX has yielded a comparatively lower 13.13% annualized return.
BPTIX
- 1D
- 2.10%
- 1M
- -5.25%
- YTD
- -5.33%
- 6M
- 11.99%
- 1Y
- 41.48%
- 3Y*
- 22.29%
- 5Y*
- 11.24%
- 10Y*
- 24.15%
VYCAX
- 1D
- 2.13%
- 1M
- -5.22%
- YTD
- -2.30%
- 6M
- 0.37%
- 1Y
- 13.25%
- 3Y*
- 15.20%
- 5Y*
- 10.40%
- 10Y*
- 13.13%
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BPTIX vs. VYCAX - Expense Ratio Comparison
BPTIX has a 1.99% expense ratio, which is higher than VYCAX's 0.81% expense ratio.
Return for Risk
BPTIX vs. VYCAX — Risk / Return Rank
BPTIX
VYCAX
BPTIX vs. VYCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund Institutional Class (BPTIX) and Voya Corporate Leaders 100 Fund Class A (VYCAX). 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 | VYCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.88 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.40 | 1.36 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 0.86 | +2.02 |
Martin ratioReturn relative to average drawdown | 10.49 | 3.82 | +6.67 |
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 | VYCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.88 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.67 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.59 | +0.13 |
Correlation
The correlation between BPTIX and VYCAX is 0.73, 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. VYCAX - Dividend Comparison
BPTIX's dividend yield for the trailing twelve months is around 3.39%, less than VYCAX's 8.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | 3.39% | 3.21% | 0.73% | 0.00% | 3.07% | 7.46% | 3.57% | 1.27% | 0.00% | 0.00% | 0.00% | 0.62% |
VYCAX Voya Corporate Leaders 100 Fund Class A | 8.42% | 8.22% | 6.97% | 4.35% | 5.78% | 7.81% | 25.30% | 16.80% | 10.28% | 2.94% | 1.52% | 1.52% |
Drawdowns
BPTIX vs. VYCAX - Drawdown Comparison
The maximum BPTIX drawdown since its inception was -51.26%, which is greater than VYCAX's maximum drawdown of -46.74%. Use the drawdown chart below to compare losses from any high point for BPTIX and VYCAX.
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Drawdown Indicators
| BPTIX | VYCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.26% | -46.74% | -4.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -11.74% | -3.04% |
Max Drawdown (5Y)Largest decline over 5 years | -49.72% | -22.80% | -26.92% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | -33.41% | -17.85% |
Current DrawdownCurrent decline from peak | -8.58% | -5.81% | -2.77% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -5.38% | -5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 3.14% | +0.92% |
Volatility
BPTIX vs. VYCAX - Volatility Comparison
Baron Partners Fund Institutional Class (BPTIX) has a higher volatility of 4.78% compared to Voya Corporate Leaders 100 Fund Class A (VYCAX) at 4.14%. This indicates that BPTIX's price experiences larger fluctuations and is considered to be riskier than VYCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTIX | VYCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 4.14% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 22.21% | 7.84% | +14.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.36% | 16.33% | +17.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.89% | 15.75% | +18.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.73% | 17.49% | +15.24% |