BPTRX vs. CACI

Last updated Apr 2, 2026

Compare and contrast key facts about Baron Partners Fund (BPTRX) and CACI International Inc (CACI).

BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.

Performance

BPTRX vs. CACI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Partners Fund (BPTRX) and CACI International Inc (CACI). The values are adjusted to include any dividend payments, if applicable.

BPTRX vs. CACI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BPTRX Baron Partners Fund	-5.39%	24.54%	32.75%	43.09%	-42.53%	31.35%	148.81%	44.99%	-2.01%	31.54%
CACI CACI International Inc	5.32%	31.86%	24.76%	7.74%	11.66%	7.97%	-0.26%	73.57%	8.83%	6.48%

Returns By Period

In the year-to-date period, BPTRX achieves a -5.39% return, which is significantly lower than CACI's 5.32% return. Over the past 10 years, BPTRX has outperformed CACI with an annualized return of 23.66%, while CACI has yielded a comparatively lower 18.06% annualized return.

BPTRX

• 1D: 2.10%
• 1M: -5.26%
• YTD: -5.39%
• 6M: 11.85%
• 1Y: 41.12%
• 3Y*: 21.98%
• 5Y*: 10.95%
• 10Y*: 23.66%

CACI

• 1D: 3.18%
• 1M: -10.21%
• YTD: 5.32%
• 6M: 8.93%
• 1Y: 51.70%
• 3Y*: 23.73%
• 5Y*: 17.68%
• 10Y*: 18.06%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BPTRX vs. CACI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BPTRX

BPTRX Risk / Return Rank: 84
BPTRX Sharpe Ratio Rank: 71
BPTRX Sortino Ratio Rank: 87
BPTRX Omega Ratio Rank: 77
BPTRX Calmar Ratio Rank: 92
BPTRX Martin Ratio Rank: 90

CACI

CACI Risk / Return Rank: 84
CACI Sharpe Ratio Rank: 85
CACI Sortino Ratio Rank: 83
CACI Omega Ratio Rank: 81
CACI Calmar Ratio Rank: 85
CACI Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BPTRX vs. CACI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and CACI International Inc (CACI). 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.

	BPTRX	CACI	Difference
Sharpe ratio Return per unit of total volatility	1.29	1.57	-0.29
Sortino ratio Return per unit of downside risk	2.38	2.33	+0.05
Omega ratio Gain probability vs. loss probability	1.30	1.30	+0.01
Calmar ratio Return relative to maximum drawdown	2.85	2.96	-0.11
Martin ratio Return relative to average drawdown	10.35	8.45	+1.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BPTRX vs. CACI - Sharpe Ratio Comparison

The current BPTRX Sharpe Ratio is 1.29, which is comparable to the CACI Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of BPTRX and CACI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BPTRX	CACI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.29	1.57	-0.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	0.67	-0.34
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.73	0.64	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.55	0.40	+0.15

Correlation

The correlation between BPTRX and CACI is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BPTRX vs. CACI - Dividend Comparison

BPTRX's dividend yield for the trailing twelve months is around 3.55%, while CACI has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BPTRX Baron Partners Fund	3.55%	3.36%	0.76%	0.00%	3.19%	7.72%	3.67%	0.26%	0.00%	0.00%	0.00%	0.35%
CACI CACI International Inc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

BPTRX vs. CACI - Drawdown Comparison

The maximum BPTRX drawdown since its inception was -64.11%, roughly equal to the maximum CACI drawdown of -62.89%. Use the drawdown chart below to compare losses from any high point for BPTRX and CACI.

Drawdown Indicators

	BPTRX	CACI	Difference
Max Drawdown Largest peak-to-trough decline	-64.11%	-62.89%	-1.22%
Max Drawdown (1Y) Largest decline over 1 year	-14.79%	-17.87%	+3.08%
Max Drawdown (5Y) Largest decline over 5 years	-49.87%	-42.88%	-6.99%
Max Drawdown (10Y) Largest decline over 10 years	-51.26%	-42.88%	-8.38%
Current Drawdown Current decline from peak	-8.65%	-15.26%	+6.61%
Average Drawdown Average peak-to-trough decline	-13.82%	-19.07%	+5.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.08%	6.27%	-2.19%

Volatility

BPTRX vs. CACI - Volatility Comparison

The current volatility for Baron Partners Fund (BPTRX) is 4.78%, while CACI International Inc (CACI) has a volatility of 10.33%. This indicates that BPTRX experiences smaller price fluctuations and is considered to be less risky than CACI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BPTRX	CACI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.78%	10.33%	-5.55%
Volatility (6M) Calculated over the trailing 6-month period	22.21%	24.94%	-2.73%
Volatility (1Y) Calculated over the trailing 1-year period	33.35%	33.02%	+0.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.90%	26.55%	+7.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.72%	28.16%	+4.56%