BPTRX vs. MRFOX
Compare and contrast key facts about Baron Partners Fund (BPTRX) and Marshfield Concentrated Opportunity Fund (MRFOX).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPTRX or MRFOX.
Key characteristics
| BPTRX | MRFOX | |
|---|---|---|
| YTD Return | -12.15% | 8.14% |
| 1Y Return | 12.66% | 22.19% |
| 3Y Return (Ann) | -2.80% | 12.33% |
| 5Y Return (Ann) | 22.55% | 14.94% |
| Sharpe Ratio | 0.48 | 2.18 |
| Daily Std Dev | 25.26% | 9.95% |
| Max Drawdown | -65.33% | -29.10% |
| Current Drawdown | -34.38% | -3.93% |
Correlation
The correlation between BPTRX and MRFOX is 0.63, 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. MRFOX - Performance Comparison
In the year-to-date period, BPTRX achieves a -12.15% return, which is significantly lower than MRFOX's 8.14% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPTRX vs. MRFOX - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Risk-Adjusted Performance
BPTRX vs. MRFOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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. MRFOX - Dividend Comparison
BPTRX has not paid dividends to shareholders, while MRFOX's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MRFOX Marshfield Concentrated Opportunity Fund | 0.43% | 0.46% | 0.35% | 6.78% | 2.70% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% | 0.00% |
Drawdowns
BPTRX vs. MRFOX - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -65.33%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for BPTRX and MRFOX. For additional features, visit the drawdowns tool.
Volatility
BPTRX vs. MRFOX - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 8.73% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.34%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.