BPTRX vs. FSELX
Compare and contrast key facts about Baron Partners Fund (BPTRX) and Fidelity Select Semiconductors Portfolio (FSELX).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPTRX or FSELX.
Key characteristics
| BPTRX | FSELX | |
|---|---|---|
| YTD Return | -11.63% | 25.11% |
| 1Y Return | 14.22% | 76.23% |
| 3Y Return (Ann) | -2.13% | 29.06% |
| 5Y Return (Ann) | 22.68% | 31.78% |
| 10Y Return (Ann) | 17.00% | 27.61% |
| Sharpe Ratio | 0.53 | 2.34 |
| Daily Std Dev | 25.26% | 31.81% |
| Max Drawdown | -65.33% | -81.70% |
| Current Drawdown | -33.98% | -5.72% |
Correlation
The correlation between BPTRX and FSELX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BPTRX vs. FSELX - Performance Comparison
In the year-to-date period, BPTRX achieves a -11.63% return, which is significantly lower than FSELX's 25.11% return. Over the past 10 years, BPTRX has underperformed FSELX with an annualized return of 17.00%, while FSELX has yielded a comparatively higher 27.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BPTRX vs. FSELX - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
BPTRX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and Fidelity Select Semiconductors Portfolio (FSELX). 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. FSELX - Dividend Comparison
BPTRX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 5.61%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 0.00% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 5.61% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
BPTRX vs. FSELX - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -65.33%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for BPTRX and FSELX. For additional features, visit the drawdowns tool.
Volatility
BPTRX vs. FSELX - Volatility Comparison
The current volatility for Baron Partners Fund (BPTRX) is 8.75%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 11.52%. This indicates that BPTRX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.