BPTRX vs. BFGFX
Compare and contrast key facts about Baron Partners Fund (BPTRX) and Baron Focused Growth Fund (BFGFX).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPTRX or BFGFX.
Correlation
The correlation between BPTRX and BFGFX is 0.81, 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.
Performance
BPTRX vs. BFGFX - Performance Comparison
Key characteristics
BPTRX:
1.26
BFGFX:
2.02
BPTRX:
1.99
BFGFX:
2.93
BPTRX:
1.25
BFGFX:
1.38
BPTRX:
0.86
BFGFX:
0.90
BPTRX:
3.72
BFGFX:
13.24
BPTRX:
9.82%
BFGFX:
2.47%
BPTRX:
29.05%
BFGFX:
16.22%
BPTRX:
-68.06%
BFGFX:
-56.92%
BPTRX:
-6.70%
BFGFX:
-12.80%
Returns By Period
In the year-to-date period, BPTRX achieves a 34.76% return, which is significantly higher than BFGFX's 30.70% return. Over the past 10 years, BPTRX has outperformed BFGFX with an annualized return of 19.34%, while BFGFX has yielded a comparatively lower 12.86% annualized return.
BPTRX
34.76%
15.65%
53.40%
33.62%
25.76%
19.34%
BFGFX
30.70%
7.13%
31.82%
30.59%
18.93%
12.86%
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BPTRX vs. BFGFX - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than BFGFX's 1.32% expense ratio.
Risk-Adjusted Performance
BPTRX vs. BFGFX - Risk-Adjusted Performance Comparison
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.
Dividends
BPTRX vs. BFGFX - Dividend Comparison
Neither BPTRX nor BFGFX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 1.22% |
Drawdowns
BPTRX vs. BFGFX - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -68.06%, which is greater than BFGFX's maximum drawdown of -56.92%. Use the drawdown chart below to compare losses from any high point for BPTRX and BFGFX. For additional features, visit the drawdowns tool.
Volatility
BPTRX vs. BFGFX - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 12.37% compared to Baron Focused Growth Fund (BFGFX) at 7.83%. 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.