CACI vs. BPTRX

Last updated Jul 11, 2026

CACI (CACI International Inc) is a stock, while BPTRX (Baron Partners Fund) is Large Cap Growth Equities fund actively managed by Baron Capital Group, Inc.. Over the past 10 years, CACI returned 18.11%/yr vs 24.67%/yr for BPTRX. At a 0.34 correlation, their price movements are largely independent.

Performance

CACI vs. BPTRX - Performance Comparison

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

Returns By Period

In the year-to-date period, CACI achieves a -8.70% return, which is significantly lower than BPTRX's 8.45% return. Over the past 10 years, CACI has underperformed BPTRX with an annualized return of 18.11%, while BPTRX has yielded a comparatively higher 24.67% annualized return.

CACI

• 1D: 0.65%
• 1M: -6.34%
• 6M: -18.78%
• YTD: -8.70%
• 1Y: 1.10%
• 3Y*: 11.83%
• 5Y*: 13.25%
• 10Y*: 18.11%

BPTRX

• 1D: 1.57%
• 1M: -0.76%
• 6M: 8.64%
• YTD: 8.45%
• 1Y: 42.39%
• 3Y*: 21.08%
• 5Y*: 13.32%
• 10Y*: 24.67%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CACI vs. BPTRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CACI CACI International Inc	-8.70%	31.86%	24.76%	7.74%	11.66%	7.97%	-0.26%	73.57%	8.83%	6.48%
BPTRX Baron Partners Fund	8.45%	24.54%	32.75%	43.09%	-42.53%	31.35%	148.81%	44.99%	-2.01%	31.54%

Correlation

The correlation between CACI and BPTRX is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (5Y) Calculated over the trailing 5-year period	0.26
Correlation (10Y) Calculated over the trailing 10-year period	0.35
Correlation (All Time) Calculated using the full available price history since Jan 31, 1992	0.34

The correlation between CACI and BPTRX shifts across timeframes, from 0.22 (1 year) to 0.35 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

CACI vs. BPTRX — Risk / Return Rank

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

CACI

CACI Risk / Return Rank: 44
CACI Sharpe Ratio Rank: 47
CACI Sortino Ratio Rank: 42
CACI Omega Ratio Rank: 41
CACI Calmar Ratio Rank: 46
CACI Martin Ratio Rank: 46

BPTRX

BPTRX Risk / Return Rank: 75
BPTRX Sharpe Ratio Rank: 54
BPTRX Sortino Ratio Rank: 82
BPTRX Omega Ratio Rank: 77
BPTRX Calmar Ratio Rank: 92
BPTRX Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CACI vs. BPTRX - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CACI	BPTRX	Difference
Sharpe ratio: Return per unit of total volatility	0.04	1.63	-1.59
Sortino ratio: Return per unit of downside risk	0.31	3.09	-2.78
Omega ratio: Gain probability vs. loss probability	1.04	1.38	-0.34
Calmar ratio: Return relative to maximum drawdown	0.04	3.87	-3.83
Martin ratio: Return relative to average drawdown	0.10	10.14	-10.04

CACI vs. BPTRX - Sharpe Ratio Comparison

The current CACI Sharpe Ratio is 0.04, which is lower than the BPTRX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of CACI and BPTRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CACI vs. BPTRX - Drawdown Comparison

The maximum CACI drawdown since its inception was -62.89%, roughly equal to the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for CACI and BPTRX.

Drawdown Indicators

	CACI	BPTRX	Difference
Max Drawdown Largest peak-to-trough decline	-62.89%	-64.11%	+1.22%
Max Drawdown (1Y) Largest decline over 1 year	-33.06%	-12.60%	-20.46%
Max Drawdown (3Y) Largest decline over 3 years	-42.88%	-33.34%	-9.54%
Max Drawdown (5Y) Largest decline over 5 years	-42.88%	-49.87%	+6.99%
Max Drawdown (10Y) Largest decline over 10 years	-42.88%	-51.26%	+8.38%
Current Drawdown Current decline from peak	-26.54%	-7.94%	-18.60%
Average Drawdown Average peak-to-trough decline	-19.10%	-13.76%	-5.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.52%	4.80%	+8.72%

Volatility

CACI vs. BPTRX - Volatility Comparison

CACI International Inc (CACI) and Baron Partners Fund (BPTRX) have volatilities of 13.10% and 13.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CACI	BPTRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.10%	13.13%	-0.03%
Volatility (6M) Calculated over the trailing 6-month period	25.90%	18.25%	+7.65%
Volatility (1Y) Calculated over the trailing 1-year period	33.77%	29.94%	+3.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.51%	34.16%	-6.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.16%	32.87%	-4.71%

Dividends

CACI vs. BPTRX - Dividend Comparison

CACI has not paid dividends to shareholders, while BPTRX's dividend yield for the trailing twelve months is around 3.10%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BPTRX Baron Partners Fund	3.10%	3.36%	0.76%	0.00%	3.19%	7.72%	3.67%	0.26%	0.00%	0.00%	0.00%	0.35%
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%	0.00%

Frequently Asked Questions

Can I hold both CACI and BPTRX in my portfolio?

CACI and BPTRX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CACI or BPTRX?

BPTRX has higher volatility (13.13%) compared to CACI (13.10%). In terms of maximum drawdown, CACI dropped -62.89% vs BPTRX's -64.11%.

Which has better risk-adjusted returns?

BPTRX currently has the higher Sharpe Ratio (1.63 vs 0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.