BPTRX vs. VGHAX
Compare and contrast key facts about Baron Partners Fund (BPTRX) and Vanguard Health Care Fund Admiral Shares (VGHAX).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. VGHAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPTRX or VGHAX.
Key characteristics
| BPTRX | VGHAX | |
|---|---|---|
| YTD Return | -12.02% | 2.08% |
| 1Y Return | 10.91% | 3.38% |
| 3Y Return (Ann) | -3.29% | 5.76% |
| 5Y Return (Ann) | 23.02% | 10.29% |
| 10Y Return (Ann) | 16.80% | 9.70% |
| Sharpe Ratio | 0.41 | 0.34 |
| Daily Std Dev | 25.49% | 12.02% |
| Max Drawdown | -65.33% | -36.91% |
| Current Drawdown | -34.28% | -4.46% |
Correlation
The correlation between BPTRX and VGHAX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BPTRX vs. VGHAX - Performance Comparison
In the year-to-date period, BPTRX achieves a -12.02% return, which is significantly lower than VGHAX's 2.08% return. Over the past 10 years, BPTRX has outperformed VGHAX with an annualized return of 16.80%, while VGHAX has yielded a comparatively lower 9.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BPTRX vs. VGHAX - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than VGHAX's 0.25% expense ratio.
Risk-Adjusted Performance
BPTRX vs. VGHAX - Risk-Adjusted Performance Comparison
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.
Dividends
BPTRX vs. VGHAX - Dividend Comparison
BPTRX has not paid dividends to shareholders, while VGHAX's dividend yield for the trailing twelve months is around 7.00%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 0.00% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 0.00% |
VGHAX Vanguard Health Care Fund Admiral Shares | 7.00% | 7.22% | 5.49% | 8.36% | 8.02% | 11.87% | 9.24% | 7.36% | 8.60% | 8.21% | 13.07% | 8.79% |
Drawdowns
BPTRX vs. VGHAX - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -65.33%, which is greater than VGHAX's maximum drawdown of -36.91%. Use the drawdown chart below to compare losses from any high point for BPTRX and VGHAX. For additional features, visit the drawdowns tool.
Volatility
BPTRX vs. VGHAX - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 9.13% compared to Vanguard Health Care Fund Admiral Shares (VGHAX) at 3.36%. 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.