BPTRX vs. SSO
Compare and contrast key facts about Baron Partners Fund (BPTRX) and ProShares Ultra S&P500 (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. It was launched on Jun 19, 2006.
Performance
BPTRX vs. SSO - Performance Comparison
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BPTRX vs. SSO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
SSO ProShares Ultra S&P500 | -8.90% | 26.19% | 43.48% | 46.65% | -38.98% | 60.57% | 21.54% | 63.45% | -14.60% | 44.35% |
Returns By Period
In the year-to-date period, BPTRX achieves a -5.39% return, which is significantly higher than SSO's -8.90% return. Over the past 10 years, BPTRX has outperformed SSO with an annualized return of 23.66%, while SSO has yielded a comparatively lower 21.24% annualized return.
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
SSO
- 1D
- 1.48%
- 1M
- -9.07%
- YTD
- -8.90%
- 6M
- -6.36%
- 1Y
- 27.41%
- 3Y*
- 28.90%
- 5Y*
- 15.68%
- 10Y*
- 21.24%
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BPTRX vs. SSO - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than SSO's 0.87% expense ratio.
Return for Risk
BPTRX vs. SSO — Risk / Return Rank
BPTRX
SSO
BPTRX vs. SSO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and ProShares Ultra S&P500 (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.
| BPTRX | SSO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.76 | +0.53 |
Sortino ratioReturn per unit of downside risk | 2.38 | 1.27 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.22 | +1.63 |
Martin ratioReturn relative to average drawdown | 10.35 | 5.19 | +5.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BPTRX | SSO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.76 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.47 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.59 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.38 | +0.17 |
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.
Dividends
BPTRX vs. SSO - Dividend Comparison
BPTRX's dividend yield for the trailing twelve months is around 3.55%, more than SSO's 0.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
SSO ProShares Ultra S&P500 | 0.81% | 0.68% | 0.85% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% |
Drawdowns
BPTRX vs. SSO - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -64.11%, 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.
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Drawdown Indicators
| BPTRX | SSO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.11% | -84.67% | +20.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -23.17% | +8.38% |
Max Drawdown (5Y)Largest decline over 5 years | -49.87% | -46.73% | -3.14% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | -59.34% | +8.08% |
Current DrawdownCurrent decline from peak | -8.65% | -12.18% | +3.53% |
Average DrawdownAverage peak-to-trough decline | -13.82% | -19.72% | +5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 5.44% | -1.36% |
Volatility
BPTRX vs. SSO - Volatility Comparison
The current volatility for Baron Partners Fund (BPTRX) is 4.78%, while ProShares Ultra S&P500 (SSO) has a volatility of 10.69%. This indicates that BPTRX experiences smaller price fluctuations and is considered to be less risky than SSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTRX | SSO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 10.69% | -5.91% |
Volatility (6M)Calculated over the trailing 6-month period | 22.21% | 18.99% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.35% | 36.46% | -3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.90% | 33.66% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.72% | 35.86% | -3.14% |