BPTRX vs. FXAIX

In the year-to-date period, BPTRX achieves a 34.76% return, which is significantly higher than FXAIX's 25.57% return. Over the past 10 years, BPTRX has outperformed FXAIX with an annualized return of 19.34%, while FXAIX has yielded a comparatively lower 12.86% annualized return.

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BPTRX has a 1.36% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and Fidelity 500 Index Fund (FXAIX). 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.

The current BPTRX Sharpe Ratio is 1.26, which is lower than the FXAIX Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of BPTRX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BPTRX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.88%.

The maximum BPTRX drawdown since its inception was -68.06%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BPTRX and FXAIX. For additional features, visit the drawdowns tool.

Baron Partners Fund (BPTRX) has a higher volatility of 12.37% compared to Fidelity 500 Index Fund (FXAIX) at 3.70%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.