FBGX vs. BPTRX
Compare and contrast key facts about UBS AG FI Enhanced Large Cap Growth ETN (FBGX) and Baron Partners Fund (BPTRX).
FBGX is a passively managed fund by UBS that tracks the performance of the Russell 1000 Growth Index (200%). It was launched on Jun 11, 2014. 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: FBGX or BPTRX.
Key characteristics
FBGX | BPTRX | |
---|---|---|
YTD Return | 11.97% | -12.15% |
1Y Return | 64.06% | 12.66% |
3Y Return (Ann) | 7.23% | -2.80% |
5Y Return (Ann) | 23.27% | 22.55% |
Sharpe Ratio | 2.12 | 0.48 |
Daily Std Dev | 29.37% | 25.26% |
Max Drawdown | -59.88% | -65.33% |
Current Drawdown | -12.29% | -34.38% |
Correlation
The correlation between FBGX and BPTRX is 0.77, 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
FBGX vs. BPTRX - Performance Comparison
In the year-to-date period, FBGX achieves a 11.97% return, which is significantly higher than BPTRX's -12.15% 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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FBGX vs. BPTRX - Expense Ratio Comparison
FBGX has a 1.29% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Risk-Adjusted Performance
FBGX vs. BPTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS AG FI Enhanced Large Cap Growth ETN (FBGX) 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
FBGX vs. BPTRX - Dividend Comparison
Neither FBGX nor BPTRX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
UBS AG FI Enhanced Large Cap Growth ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FBGX vs. BPTRX - Drawdown Comparison
The maximum FBGX drawdown since its inception was -59.88%, smaller than the maximum BPTRX drawdown of -65.33%. Use the drawdown chart below to compare losses from any high point for FBGX and BPTRX. For additional features, visit the drawdowns tool.
Volatility
FBGX vs. BPTRX - Volatility Comparison
UBS AG FI Enhanced Large Cap Growth ETN (FBGX) has a higher volatility of 10.51% compared to Baron Partners Fund (BPTRX) at 8.73%. This indicates that FBGX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.