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:
0.71
SSO:
0.03
BPTRX:
1.25
SSO:
0.23
BPTRX:
1.15
SSO:
1.03
BPTRX:
0.54
SSO:
0.04
BPTRX:
2.33
SSO:
0.15
BPTRX:
9.81%
SSO:
6.44%
BPTRX:
32.28%
SSO:
29.24%
BPTRX:
-68.06%
SSO:
-84.67%
BPTRX:
-25.19%
SSO:
-23.72%
Returns By Period
The year-to-date returns for both investments are quite close, with BPTRX having a -18.03% return and SSO slightly higher at -17.37%. Over the past 10 years, BPTRX has underperformed SSO with an annualized return of 16.37%, while SSO has yielded a comparatively higher 17.26% annualized return.
BPTRX
-18.03%
-3.34%
7.26%
21.89%
28.83%
16.37%
SSO
-17.37%
-13.55%
-13.10%
0.76%
30.62%
17.26%
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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 1.02%.
| 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 | 1.02% | 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
The current volatility for Baron Partners Fund (BPTRX) is 12.60%, while ProShares Ultra S&P 500 (SSO) has a volatility of 14.73%. 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.