BWBIX vs. BPTRX
Compare and contrast key facts about Baron WealthBuilder Fund (BWBIX) and Baron Partners Fund (BPTRX).
BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017. 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: BWBIX or BPTRX.
Key characteristics
| BWBIX | BPTRX | |
|---|---|---|
| YTD Return | -2.97% | -17.95% |
| 1Y Return | 11.45% | 2.66% |
| 3Y Return (Ann) | -3.88% | -6.27% |
| 5Y Return (Ann) | 11.83% | 21.84% |
| Sharpe Ratio | 0.77 | 0.00 |
| Daily Std Dev | 15.66% | 25.28% |
| Max Drawdown | -39.14% | -65.33% |
| Current Drawdown | -21.84% | -38.71% |
Correlation
The correlation between BWBIX and BPTRX is 0.90, 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
BWBIX vs. BPTRX - Performance Comparison
In the year-to-date period, BWBIX achieves a -2.97% return, which is significantly higher than BPTRX's -17.95% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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.
Risk-Adjusted Performance
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.
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.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 0.07% | 0.06% | 3.21% | 5.48% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
BWBIX vs. BPTRX - Drawdown Comparison
The maximum BWBIX drawdown since its inception was -39.14%, smaller than the maximum BPTRX drawdown of -65.33%. Use the drawdown chart below to compare losses from any high point for BWBIX and BPTRX. For additional features, visit the drawdowns tool.
Volatility
BWBIX vs. BPTRX - Volatility Comparison
The current volatility for Baron WealthBuilder Fund (BWBIX) is 4.21%, while Baron Partners Fund (BPTRX) has a volatility of 5.74%. 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.