BPTRX vs. CACI
BPTRX (Baron Partners Fund) is Large Cap Growth Equities fund actively managed by Baron Capital Group, Inc., while CACI (CACI International Inc) is a stock. Over the past 10 years, BPTRX returned 25.15%/yr vs 17.60%/yr for CACI. At a 0.33 correlation, their price movements are largely independent.
Performance
BPTRX vs. CACI - Performance Comparison
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Returns By Period
In the year-to-date period, BPTRX achieves a 4.66% return, which is significantly higher than CACI's -16.81% return. Over the past 10 years, BPTRX has outperformed CACI with an annualized return of 25.15%, while CACI has yielded a comparatively lower 17.60% annualized return.
BPTRX
- 1D
- -0.03%
- 1M
- 5.96%
- YTD
- 4.66%
- 6M
- 1.57%
- 1Y
- 40.26%
- 3Y*
- 21.32%
- 5Y*
- 12.28%
- 10Y*
- 25.15%
CACI
- 1D
- -4.06%
- 1M
- -11.55%
- YTD
- -16.81%
- 6M
- -18.58%
- 1Y
- -3.83%
- 3Y*
- 10.23%
- 5Y*
- 11.22%
- 10Y*
- 17.60%
BPTRX vs. CACI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 4.66% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
CACI CACI International Inc | -16.81% | 31.86% | 24.76% | 7.74% | 11.66% | 7.97% | -0.26% | 73.57% | 8.83% | 6.48% |
Correlation
The correlation between BPTRX and CACI is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 1992 | 0.33 |
The correlation between BPTRX and CACI shifts across timeframes, from 0.16 (1 year) to 0.35 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
BPTRX vs. CACI — Risk / Return Rank
BPTRX
CACI
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BPTRX | CACI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.41 | ||
| Sortino ratioReturn per unit of downside risk | +2.51 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.01 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | -0.12 | +3.54 |
| Martin ratioReturn relative to average drawdown | 8.45 | -0.31 | +8.76 |
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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.
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Drawdown Indicators
| BPTRX | CACI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.11% | -62.89% | -1.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -33.06% | +21.90% |
Max Drawdown (3Y)Largest decline over 3 years | -33.34% | -42.88% | +9.54% |
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 DrawdownCurrent decline from peak | -11.16% | -33.06% | +21.90% |
Average DrawdownAverage peak-to-trough decline | -13.76% | -19.09% | +5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 12.47% | -7.93% |
Volatility
BPTRX vs. CACI - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 13.62% compared to CACI International Inc (CACI) at 10.85%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than CACI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTRX | CACI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.62% | 10.85% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 17.52% | 25.20% | -7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.62% | 33.19% | -3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.08% | 27.26% | +6.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.90% | 28.07% | +4.83% |
Dividends
BPTRX vs. CACI - Dividend Comparison
BPTRX's dividend yield for the trailing twelve months is around 3.21%, while CACI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 3.21% | 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% |
Frequently Asked Questions
BPTRX and CACI have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPTRX has higher volatility (13.62%) compared to CACI (10.85%). In terms of maximum drawdown, BPTRX dropped -64.11% vs CACI's -62.89%.
BPTRX currently has the higher Sharpe Ratio (1.29 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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