BPTRX vs. FBGX
Compare and contrast key facts about Baron Partners Fund (BPTRX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. FBGX is a passively managed fund by UBS that tracks the performance of the Russell 1000 Growth Index (200%). It was launched on Jun 11, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPTRX or FBGX.
Performance
BPTRX vs. FBGX - Performance Comparison
Returns By Period
BPTRX
16.97%
19.56%
33.71%
25.90%
23.85%
17.66%
FBGX
N/A
N/A
N/A
N/A
N/A
N/A
Key characteristics
| BPTRX | FBGX |
|---|
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BPTRX vs. FBGX - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than FBGX's 1.29% expense ratio.
Correlation
The correlation between BPTRX and FBGX is 0.75, 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.
Risk-Adjusted Performance
BPTRX vs. FBGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX). 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. FBGX - Dividend Comparison
Neither BPTRX nor FBGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FBGX UBS AG FI Enhanced Large Cap Growth ETN | 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. FBGX - Drawdown Comparison
Volatility
BPTRX vs. FBGX - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 13.44% compared to UBS AG FI Enhanced Large Cap Growth ETN (FBGX) at 0.00%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than FBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.