BSCFX vs. BPTRX
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Baron Partners Fund (BPTRX).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCFX or BPTRX.
Key characteristics
| BSCFX | BPTRX | |
|---|---|---|
| YTD Return | 7.73% | -11.00% |
| 1Y Return | 28.77% | 10.52% |
| 3Y Return (Ann) | 1.99% | 0.64% |
| 5Y Return (Ann) | 10.65% | 23.72% |
| 10Y Return (Ann) | 10.42% | 17.10% |
| Sharpe Ratio | 1.69 | 0.51 |
| Daily Std Dev | 18.11% | 25.11% |
| Max Drawdown | -55.59% | -65.33% |
| Current Drawdown | -10.33% | -33.52% |
Correlation
The correlation between BSCFX and BPTRX is 0.72, 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
BSCFX vs. BPTRX - Performance Comparison
In the year-to-date period, BSCFX achieves a 7.73% return, which is significantly higher than BPTRX's -11.00% return. Over the past 10 years, BSCFX has underperformed BPTRX with an annualized return of 10.42%, while BPTRX has yielded a comparatively higher 17.10% 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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BSCFX vs. BPTRX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Risk-Adjusted Performance
BSCFX vs. BPTRX - Risk-Adjusted Performance Comparison
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.
Dividends
BSCFX vs. BPTRX - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 2.82%, while BPTRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 2.82% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% | 6.11% | 3.69% |
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% |
Drawdowns
BSCFX vs. BPTRX - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum BPTRX drawdown of -65.33%. Use the drawdown chart below to compare losses from any high point for BSCFX and BPTRX. For additional features, visit the drawdowns tool.
Volatility
BSCFX vs. BPTRX - Volatility Comparison
The current volatility for Baron Small Cap Fund (BSCFX) is 4.81%, while Baron Partners Fund (BPTRX) has a volatility of 7.65%. This indicates that BSCFX experiences smaller price fluctuations and is considered to be less risky than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.