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BWBIX vs. BPTRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BWBIX and BPTRX is 0.88, 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.


-0.50.00.51.00.9

Performance

BWBIX vs. BPTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron WealthBuilder Fund (BWBIX) and Baron Partners Fund (BPTRX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%300.00%350.00%SeptemberOctoberNovemberDecember2025February
107.39%
273.31%
BWBIX
BPTRX

Key characteristics

Sharpe Ratio

BWBIX:

0.80

BPTRX:

0.75

Sortino Ratio

BWBIX:

1.17

BPTRX:

1.34

Omega Ratio

BWBIX:

1.15

BPTRX:

1.16

Calmar Ratio

BWBIX:

0.45

BPTRX:

0.54

Martin Ratio

BWBIX:

4.03

BPTRX:

3.26

Ulcer Index

BWBIX:

3.04%

BPTRX:

7.00%

Daily Std Dev

BWBIX:

15.32%

BPTRX:

30.34%

Max Drawdown

BWBIX:

-42.79%

BPTRX:

-68.06%

Current Drawdown

BWBIX:

-12.92%

BPTRX:

-21.07%

Returns By Period

In the year-to-date period, BWBIX achieves a -2.92% return, which is significantly higher than BPTRX's -13.51% return.


BWBIX

YTD

-2.92%

1M

-6.67%

6M

7.32%

1Y

11.50%

5Y*

11.33%

10Y*

N/A

BPTRX

YTD

-13.51%

1M

-14.76%

6M

19.94%

1Y

21.27%

5Y*

19.90%

10Y*

17.18%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BWBIX vs. BPTRX - Expense Ratio Comparison

BWBIX has a 0.05% expense ratio, which is lower than BPTRX's 1.36% expense ratio.


Expense ratio chart for BPTRX: current value at 1.36% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.36%
Expense ratio chart for BWBIX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Risk-Adjusted Performance

BWBIX vs. BPTRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BWBIX
The Risk-Adjusted Performance Rank of BWBIX is 4848
Overall Rank
The Sharpe Ratio Rank of BWBIX is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of BWBIX is 4747
Sortino Ratio Rank
The Omega Ratio Rank of BWBIX is 4444
Omega Ratio Rank
The Calmar Ratio Rank of BWBIX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of BWBIX is 6363
Martin Ratio Rank

BPTRX
The Risk-Adjusted Performance Rank of BPTRX is 4848
Overall Rank
The Sharpe Ratio Rank of BPTRX is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of BPTRX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of BPTRX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of BPTRX is 4747
Calmar Ratio Rank
The Martin Ratio Rank of BPTRX is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BWBIX vs. BPTRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baron WealthBuilder Fund (BWBIX) 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 chart of Sharpe ratio for BWBIX, currently valued at 0.80, compared to the broader market-1.000.001.002.003.004.000.800.75
The chart of Sortino ratio for BWBIX, currently valued at 1.17, compared to the broader market0.002.004.006.008.0010.0012.001.171.34
The chart of Omega ratio for BWBIX, currently valued at 1.15, compared to the broader market1.002.003.004.001.151.16
The chart of Calmar ratio for BWBIX, currently valued at 0.45, compared to the broader market0.005.0010.0015.000.450.54
The chart of Martin ratio for BWBIX, currently valued at 4.03, compared to the broader market0.0020.0040.0060.0080.004.033.26
BWBIX
BPTRX

The current BWBIX Sharpe Ratio is 0.80, which is comparable to the BPTRX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of BWBIX 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.80
0.75
BWBIX
BPTRX

Dividends

BWBIX vs. BPTRX - Dividend Comparison

BWBIX's dividend yield for the trailing twelve months is around 0.07%, while BPTRX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
BWBIX
Baron WealthBuilder Fund
0.07%0.07%0.06%0.58%0.02%0.00%0.04%0.00%0.00%0.00%0.00%0.00%
BPTRX
Baron Partners Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.35%0.00%

Drawdowns

BWBIX vs. BPTRX - Drawdown Comparison

The maximum BWBIX drawdown since its inception was -42.79%, smaller than the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for BWBIX and BPTRX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-12.92%
-21.07%
BWBIX
BPTRX

Volatility

BWBIX vs. BPTRX - Volatility Comparison

The current volatility for Baron WealthBuilder Fund (BWBIX) is 3.79%, while Baron Partners Fund (BPTRX) has a volatility of 7.54%. This indicates that BWBIX 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
3.79%
7.54%
BWBIX
BPTRX