BSCFX vs. BPTRX

In the year-to-date period, BSCFX achieves a 0.56% return, which is significantly lower than BPTRX's 36.48% return. Over the past 10 years, BSCFX has underperformed BPTRX with an annualized return of -0.96%, while BPTRX has yielded a comparatively higher 19.44% annualized return.

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BSCFX has a 1.29% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Baron Partners Fund (BPTRX). 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 BSCFX Sharpe Ratio is 0.04, which is lower than the BPTRX Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of BSCFX and BPTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BSCFX nor BPTRX has paid dividends to shareholders.

The maximum BSCFX drawdown since its inception was -58.53%, smaller than the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for BSCFX and BPTRX. For additional features, visit the drawdowns tool.

Baron Small Cap Fund (BSCFX) has a higher volatility of 14.37% compared to Baron Partners Fund (BPTRX) at 12.37%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.