BPTRX vs. POGRX
BPTRX (Baron Partners Fund) and POGRX (PrimeCap Odyssey Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, BPTRX returned 25.15%/yr vs 18.23%/yr for POGRX. A 0.80 correlation means they provide meaningful diversification when combined. BPTRX charges 1.36%/yr vs 0.65%/yr for POGRX.
Performance
BPTRX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, BPTRX achieves a 4.66% return, which is significantly lower than POGRX's 27.89% return. Over the past 10 years, BPTRX has outperformed POGRX with an annualized return of 25.15%, while POGRX has yielded a comparatively lower 18.23% annualized return.
BPTRX
- 1D
- -0.03%
- 1M
- 5.96%
- YTD
- 4.66%
- 6M
- 1.57%
- 1Y
- 40.26%
- 3Y*
- 21.32%
- 5Y*
- 12.28%
- 10Y*
- 25.15%
POGRX
- 1D
- 0.13%
- 1M
- 2.87%
- YTD
- 27.89%
- 6M
- 25.80%
- 1Y
- 61.03%
- 3Y*
- 29.10%
- 5Y*
- 15.51%
- 10Y*
- 18.23%
BPTRX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 4.66% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
POGRX PrimeCap Odyssey Growth Fund | 27.89% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between BPTRX and POGRX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004 | 0.80 |
Over the past year, the correlation between BPTRX and POGRX has dropped to 0.47 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
BPTRX vs. POGRX — Risk / Return Rank
BPTRX
POGRX
BPTRX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and PrimeCap Odyssey Growth Fund (POGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BPTRX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.55 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | 4.26 | -0.83 |
| Martin ratioReturn relative to average drawdown | 8.45 | 17.89 | -9.44 |
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Drawdowns
BPTRX vs. POGRX - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -64.11%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for BPTRX and POGRX.
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Drawdown Indicators
| BPTRX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.11% | -51.63% | -12.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -14.40% | +3.24% |
Max Drawdown (3Y)Largest decline over 3 years | -33.34% | -22.13% | -11.21% |
Max Drawdown (5Y)Largest decline over 5 years | -49.87% | -26.85% | -23.02% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | -35.29% | -15.97% |
Current DrawdownCurrent decline from peak | -11.16% | -2.86% | -8.30% |
Average DrawdownAverage peak-to-trough decline | -13.76% | -7.12% | -6.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 3.42% | +1.12% |
Volatility
BPTRX vs. POGRX - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 13.62% compared to PrimeCap Odyssey Growth Fund (POGRX) at 9.45%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTRX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.62% | 9.45% | +4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 17.52% | 16.65% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.62% | 19.75% | +9.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.08% | 19.94% | +14.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.90% | 20.57% | +12.33% |
BPTRX vs. POGRX - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than POGRX's 0.65% expense ratio.
Dividends
BPTRX vs. POGRX - Dividend Comparison
BPTRX's dividend yield for the trailing twelve months is around 3.21%, less than POGRX's 19.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 3.21% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
POGRX PrimeCap Odyssey Growth Fund | 19.46% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
Frequently Asked Questions
BPTRX and POGRX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPTRX has higher volatility (13.62%) compared to POGRX (9.45%). In terms of maximum drawdown, BPTRX dropped -64.11% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (3.11 vs 1.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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