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:
1.26
SSO:
2.04
BPTRX:
1.99
SSO:
2.57
BPTRX:
1.25
SSO:
1.36
BPTRX:
0.86
SSO:
3.03
BPTRX:
3.72
SSO:
12.52
BPTRX:
9.82%
SSO:
4.04%
BPTRX:
29.05%
SSO:
24.81%
BPTRX:
-68.06%
SSO:
-84.67%
BPTRX:
-6.70%
SSO:
-5.21%
Returns By Period
In the year-to-date period, BPTRX achieves a 34.76% return, which is significantly lower than SSO's 46.24% return. Both investments have delivered pretty close results over the past 10 years, with BPTRX having a 19.34% annualized return and SSO not far ahead at 19.76%.
BPTRX
34.76%
15.65%
53.40%
33.62%
25.76%
19.34%
SSO
46.24%
-0.89%
14.51%
47.14%
20.76%
19.76%
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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 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 0.57%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 0.00% |
SSO ProShares Ultra S&P 500 | 0.57% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% | 0.32% | 0.26% |
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 12.37% compared to ProShares Ultra S&P 500 (SSO) at 7.48%. 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.