BPTRX vs. AMAGX
Compare and contrast key facts about Baron Partners Fund (BPTRX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPTRX or AMAGX.
Performance
BPTRX vs. AMAGX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with BPTRX having a 16.97% return and AMAGX slightly lower at 16.31%. Over the past 10 years, BPTRX has outperformed AMAGX with an annualized return of 17.66%, while AMAGX has yielded a comparatively lower 8.96% annualized return.
BPTRX
16.97%
19.56%
33.71%
25.90%
23.85%
17.66%
AMAGX
16.31%
-1.07%
4.74%
21.62%
13.80%
8.96%
Key characteristics
| BPTRX | AMAGX | |
|---|---|---|
| Sharpe Ratio | 0.92 | 1.47 |
| Sortino Ratio | 1.50 | 2.06 |
| Omega Ratio | 1.18 | 1.27 |
| Calmar Ratio | 0.58 | 2.04 |
| Martin Ratio | 2.51 | 7.20 |
| Ulcer Index | 9.80% | 3.09% |
| Daily Std Dev | 26.59% | 15.09% |
| Max Drawdown | -68.06% | -57.64% |
| Current Drawdown | -17.64% | -3.11% |
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BPTRX vs. AMAGX - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than AMAGX's 0.91% expense ratio.
Correlation
The correlation between BPTRX and AMAGX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
BPTRX vs. AMAGX - Risk-Adjusted Performance Comparison
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.
Dividends
BPTRX vs. AMAGX - Dividend Comparison
BPTRX has not paid dividends to shareholders, while AMAGX's dividend yield for the trailing twelve months is around 0.13%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 0.00% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.13% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% | 0.60% |
Drawdowns
BPTRX vs. AMAGX - Drawdown Comparison
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.
Volatility
BPTRX vs. AMAGX - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 13.44% compared to Amana Mutual Funds Trust Growth Fund (AMAGX) at 4.16%. 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.