CACI vs. BPTRX
Compare and contrast key facts about CACI International Inc (CACI) and Baron Partners Fund (BPTRX).
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: CACI or BPTRX.
Key characteristics
| CACI | BPTRX | |
|---|---|---|
| YTD Return | 75.14% | 15.03% |
| 1Y Return | 73.60% | 29.82% |
| 3Y Return (Ann) | 26.26% | -3.84% |
| 5Y Return (Ann) | 19.83% | 23.67% |
| 10Y Return (Ann) | 20.80% | 17.57% |
| Sharpe Ratio | 4.02 | 1.19 |
| Sortino Ratio | 5.37 | 1.85 |
| Omega Ratio | 1.73 | 1.23 |
| Calmar Ratio | 6.07 | 0.75 |
| Martin Ratio | 36.91 | 3.26 |
| Ulcer Index | 2.01% | 9.79% |
| Daily Std Dev | 18.42% | 26.76% |
| Max Drawdown | -90.90% | -68.06% |
| Current Drawdown | -0.92% | -19.00% |
Correlation
The correlation between CACI and BPTRX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CACI vs. BPTRX - Performance Comparison
In the year-to-date period, CACI achieves a 75.14% return, which is significantly higher than BPTRX's 15.03% return. Over the past 10 years, CACI has outperformed BPTRX with an annualized return of 20.80%, while BPTRX has yielded a comparatively lower 17.57% 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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Risk-Adjusted Performance
CACI vs. BPTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CACI International Inc (CACI) 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
CACI vs. BPTRX - Dividend Comparison
Neither CACI nor BPTRX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CACI CACI International Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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% | 0.35% | 0.00% |
Drawdowns
CACI vs. BPTRX - Drawdown Comparison
The maximum CACI drawdown since its inception was -90.90%, which is greater than BPTRX's maximum drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for CACI and BPTRX. For additional features, visit the drawdowns tool.
Volatility
CACI vs. BPTRX - Volatility Comparison
The current volatility for CACI International Inc (CACI) is 7.22%, while Baron Partners Fund (BPTRX) has a volatility of 13.22%. This indicates that CACI 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.