BPTRX vs. SWLGX
Compare and contrast key facts about Baron Partners Fund (BPTRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
BPTRX vs. SWLGX - Performance Comparison
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BPTRX vs. SWLGX - 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% | -1.38% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -9.81% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, BPTRX achieves a -5.39% return, which is significantly higher than SWLGX's -9.81% 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%
SWLGX
- 1D
- 3.74%
- 1M
- -5.56%
- YTD
- -9.81%
- 6M
- -9.30%
- 1Y
- 17.72%
- 3Y*
- 21.15%
- 5Y*
- 12.37%
- 10Y*
- —
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BPTRX vs. SWLGX - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
BPTRX vs. SWLGX — Risk / Return Rank
BPTRX
SWLGX
BPTRX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.83 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.38 | 1.35 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.17 | +1.69 |
Martin ratioReturn relative to average drawdown | 10.35 | 4.02 | +6.33 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.83 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.58 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.70 | -0.15 |
Correlation
The correlation between BPTRX and SWLGX is 0.76, 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. SWLGX - Dividend Comparison
BPTRX's dividend yield for the trailing twelve months is around 3.55%, more than SWLGX's 0.51% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
BPTRX vs. SWLGX - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -64.11%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for BPTRX and SWLGX.
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Drawdown Indicators
| BPTRX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.11% | -32.69% | -31.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -16.16% | +1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -49.87% | -32.69% | -17.18% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | — | — |
Current DrawdownCurrent decline from peak | -8.65% | -13.03% | +4.38% |
Average DrawdownAverage peak-to-trough decline | -13.82% | -7.13% | -6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 4.69% | -0.61% |
Volatility
BPTRX vs. SWLGX - Volatility Comparison
The current volatility for Baron Partners Fund (BPTRX) is 4.78%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 6.73%. This indicates that BPTRX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTRX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 6.73% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 22.21% | 12.40% | +9.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.35% | 22.57% | +10.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.90% | 21.52% | +12.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.72% | 22.81% | +9.91% |