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BPTRX vs. FBGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BPTRX vs. FBGX

Last updated Apr 4, 2025

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.

Correlation

The correlation between BPTRX and FBGX is 0.73, 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.

-0.50.00.51.0
Correlation: 0.7

Performance

BPTRX vs. FBGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Partners Fund (BPTRX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX). The values are adjusted to include any dividend payments, if applicable.
300.00%400.00%500.00%600.00%700.00%800.00%900.00%NovemberDecember2025FebruaryMarchApril
388.70%
858.14%
BPTRX
FBGX

Key characteristics

Returns By Period

BPTRX

YTD

-18.03%

1M

-3.34%

6M

7.26%

1Y

21.89%

5Y*

28.83%

10Y*

16.37%

FBGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

BPTRX
Baron Partners Fund
Expense ratio chart for BPTRX: current value is 1.36%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BPTRX: 1.36%
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
Expense ratio chart for FBGX: current value is 1.29%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FBGX: 1.29%

Risk-Adjusted Performance

BPTRX vs. FBGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BPTRX
The Risk-Adjusted Performance Rank of BPTRX is 6969
Overall Rank
The Sharpe Ratio Rank of BPTRX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of BPTRX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of BPTRX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of BPTRX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of BPTRX is 6464
Martin Ratio Rank
FBGX
The Risk-Adjusted Performance Rank of FBGX is 8181
Overall Rank
The Sharpe Ratio Rank of FBGX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of FBGX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of FBGX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FBGX is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Sharpe ratio
The chart of Sharpe ratio for BPTRX, currently valued at 0.71, compared to the broader market-1.000.001.002.003.004.00
BPTRX: 0.71
FBGX: 1.03
The chart of Sortino ratio for BPTRX, currently valued at 1.25, compared to the broader market0.002.004.006.008.0010.00
BPTRX: 1.25
FBGX: 1.70
The chart of Omega ratio for BPTRX, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.003.50
BPTRX: 1.15
FBGX: 1.45
The chart of Calmar ratio for BPTRX, currently valued at 0.54, compared to the broader market0.002.004.006.008.0010.0012.00
BPTRX: 0.54
FBGX: 0.82
The chart of Martin ratio for BPTRX, currently valued at 2.33, compared to the broader market0.0020.0040.0060.00
BPTRX: 2.33
FBGX: 6.01

Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.71
1.03
BPTRX
FBGX

Dividends

BPTRX vs. FBGX - Dividend Comparison

Neither BPTRX nor FBGX has paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
BPTRX
Baron Partners Fund		0.00%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%0.00%

Drawdowns

BPTRX vs. FBGX - Drawdown Comparison

-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-25.19%
-1.14%
BPTRX
FBGX

Volatility

BPTRX vs. FBGX - Volatility Comparison

Baron Partners Fund (BPTRX) has a higher volatility of 12.60% 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.

0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
12.60%
0
BPTRX
FBGX
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Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio

DrawdownsExpected ShortfallUlcer IndexValue at RiskClose-to-Close VolatilityParkinson VolatilityGarman Klass VolatilityRogers-Satchell VolatilityYang Zhang Volatility

Asset CorrelationsPortfolio OptimizationRisk Parity OptimizationHierarchical Risk Parity (HRP) Optimization

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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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