BPTRX vs. SSO
Compare and contrast key facts about Baron Partners Fund (BPTRX) and ProShares Ultra S&P 500 (SSO).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. SSO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (200%). It was launched on Jun 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPTRX or SSO.
Correlation
The correlation between BPTRX and SSO is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BPTRX vs. SSO - Performance Comparison
Key characteristics
BPTRX:
1.28
SSO:
1.63
BPTRX:
2.05
SSO:
2.14
BPTRX:
1.25
SSO:
1.29
BPTRX:
0.91
SSO:
2.46
BPTRX:
5.89
SSO:
9.50
BPTRX:
6.51%
SSO:
4.33%
BPTRX:
29.90%
SSO:
25.24%
BPTRX:
-68.06%
SSO:
-84.67%
BPTRX:
-12.40%
SSO:
-0.85%
Returns By Period
In the year-to-date period, BPTRX achieves a -4.01% return, which is significantly lower than SSO's 7.40% return. Over the past 10 years, BPTRX has underperformed SSO with an annualized return of 18.36%, while SSO has yielded a comparatively higher 20.06% annualized return.
BPTRX
-4.01%
-7.43%
33.92%
39.77%
17.75%
18.36%
SSO
7.40%
1.89%
17.33%
42.54%
20.40%
20.06%
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BPTRX vs. SSO - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than SSO's 0.90% expense ratio.
Risk-Adjusted Performance
BPTRX vs. SSO — Risk-Adjusted Performance Rank
BPTRX
SSO
BPTRX vs. SSO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and ProShares Ultra S&P 500 (SSO). 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. SSO - Dividend Comparison
BPTRX has not paid dividends to shareholders, while SSO's dividend yield for the trailing twelve months is around 0.79%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% |
SSO ProShares Ultra S&P 500 | 0.79% | 0.85% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% | 0.32% |
Drawdowns
BPTRX vs. SSO - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -68.06%, smaller than the maximum SSO drawdown of -84.67%. Use the drawdown chart below to compare losses from any high point for BPTRX and SSO. For additional features, visit the drawdowns tool.
Volatility
BPTRX vs. SSO - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 6.38% compared to ProShares Ultra S&P 500 (SSO) at 5.86%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than SSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.