BPTRX vs. VGHAX

In the year-to-date period, BPTRX achieves a -15.44% return, which is significantly lower than VGHAX's -3.84% return. Over the past 10 years, BPTRX has outperformed VGHAX with an annualized return of 16.78%, while VGHAX has yielded a comparatively lower -1.72% annualized return.

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BPTRX has a 1.36% expense ratio, which is higher than VGHAX's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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 0.97, which is higher than the VGHAX Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of BPTRX and VGHAX, 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 VGHAX's dividend yield for the trailing twelve months is around 1.04%.

The maximum BPTRX drawdown since its inception was -68.06%, which is greater than VGHAX's maximum drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for BPTRX and VGHAX. For additional features, visit the drawdowns tool.

Baron Partners Fund (BPTRX) has a higher volatility of 18.18% compared to Vanguard Health Care Fund Admiral Shares (VGHAX) at 9.00%. This indicates that BPTRX's price experiences larger fluctuations and is considered to be riskier than VGHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.