BPTRX vs. QQQ

In the year-to-date period, BPTRX achieves a -18.13% return, which is significantly lower than QQQ's -8.45% return. Both investments have delivered pretty close results over the past 10 years, with BPTRX having a 16.34% annualized return and QQQ not far ahead at 16.49%.

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BPTRX has a 1.36% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and Invesco QQQ (QQQ). 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 0.89, which is higher than the QQQ Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of BPTRX and QQQ, 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 QQQ's dividend yield for the trailing twelve months is around 0.64%.

The maximum BPTRX drawdown since its inception was -68.06%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for BPTRX and QQQ. For additional features, visit the drawdowns tool.

Baron Partners Fund (BPTRX) has a higher volatility of 17.97% compared to Invesco QQQ (QQQ) at 16.89%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.