BWBIX vs. BPTRX

In the year-to-date period, BWBIX achieves a -1.08% return, which is significantly higher than BPTRX's -5.63% return.

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

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 current BWBIX Sharpe Ratio is 0.89, which is comparable to the BPTRX Sharpe Ratio of 1.24. 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.

BWBIX's dividend yield for the trailing twelve months is around 0.78%, less than BPTRX's 0.81% yield.

The maximum BWBIX drawdown since its inception was -39.15%, smaller than the maximum BPTRX drawdown of -65.32%. Use the drawdown chart below to compare losses from any high point for BWBIX and BPTRX.

The current volatility for Baron WealthBuilder Fund (BWBIX) is 5.15%, while Baron Partners Fund (BPTRX) has a volatility of 7.28%. 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.