BPTRX vs. BFGFX

In the year-to-date period, BPTRX achieves a -15.44% return, which is significantly lower than BFGFX's -7.52% return. Over the past 10 years, BPTRX has outperformed BFGFX with an annualized return of 16.78%, while BFGFX has yielded a comparatively lower 11.32% annualized return.

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BPTRX has a 1.36% expense ratio, which is higher than BFGFX's 1.32% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and Baron Focused Growth Fund (BFGFX). 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 0.97, which is comparable to the BFGFX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of BPTRX and BFGFX, 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 BFGFX has paid dividends to shareholders.

The maximum BPTRX drawdown since its inception was -68.06%, which is greater than BFGFX's maximum drawdown of -56.88%. Use the drawdown chart below to compare losses from any high point for BPTRX and BFGFX. For additional features, visit the drawdowns tool.

Baron Partners Fund (BPTRX) has a higher volatility of 18.18% compared to Baron Focused Growth Fund (BFGFX) at 14.02%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than BFGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.