BPTRX vs. AMAGX

In the year-to-date period, BPTRX achieves a -23.94% return, which is significantly lower than AMAGX's -16.41% return. Over the past 10 years, BPTRX has outperformed AMAGX with an annualized return of 15.60%, while AMAGX has yielded a comparatively lower 7.03% annualized return.

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BPTRX has a 1.36% expense ratio, which is higher than AMAGX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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.

The current BPTRX Sharpe Ratio is 0.40, which is higher than the AMAGX Sharpe Ratio of -0.82. The chart below compares the historical Sharpe Ratios of BPTRX and AMAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BPTRX nor AMAGX has paid dividends to shareholders.

The maximum BPTRX drawdown since its inception was -68.06%, which is greater than AMAGX's maximum drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for BPTRX and AMAGX. For additional features, visit the drawdowns tool.

Baron Partners Fund (BPTRX) has a higher volatility of 14.31% compared to Amana Mutual Funds Trust Growth Fund (AMAGX) at 9.07%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.