BPTRX vs. SSO

In the year-to-date period, BPTRX achieves a -18.13% return, which is significantly lower than SSO's -16.34% return. Both investments have delivered pretty close results over the past 10 years, with BPTRX having a 16.34% annualized return and SSO not far ahead at 17.09%.

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BPTRX has a 1.36% expense ratio, which is higher than SSO's 0.90% expense ratio.

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.

The current BPTRX Sharpe Ratio is 0.89, which is higher than the SSO Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of BPTRX and SSO, 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 SSO's dividend yield for the trailing twelve months is around 1.00%.

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.

The current volatility for Baron Partners Fund (BPTRX) is 17.97%, while ProShares Ultra S&P 500 (SSO) has a volatility of 28.06%. 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.