FLVCX vs. BPTRX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and Baron Partners Fund (BPTRX).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. 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: FLVCX or BPTRX.
Key characteristics
| FLVCX | BPTRX | |
|---|---|---|
| YTD Return | 16.56% | 12.35% |
| 1Y Return | 21.30% | 20.29% |
| 3Y Return (Ann) | -5.65% | -4.25% |
| 5Y Return (Ann) | 5.99% | 22.76% |
| 10Y Return (Ann) | 0.09% | 17.38% |
| Sharpe Ratio | 1.05 | 0.81 |
| Sortino Ratio | 1.39 | 1.35 |
| Omega Ratio | 1.21 | 1.16 |
| Calmar Ratio | 0.66 | 0.51 |
| Martin Ratio | 4.81 | 2.20 |
| Ulcer Index | 4.49% | 9.80% |
| Daily Std Dev | 20.62% | 26.55% |
| Max Drawdown | -69.99% | -68.06% |
| Current Drawdown | -18.24% | -20.89% |
Correlation
The correlation between FLVCX and BPTRX is 0.73, 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
FLVCX vs. BPTRX - Performance Comparison
In the year-to-date period, FLVCX achieves a 16.56% return, which is significantly higher than BPTRX's 12.35% return. Over the past 10 years, FLVCX has underperformed BPTRX with an annualized return of 0.09%, while BPTRX has yielded a comparatively higher 17.38% 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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FLVCX vs. BPTRX - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Risk-Adjusted Performance
FLVCX vs. BPTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) 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
FLVCX vs. BPTRX - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 0.84%, while BPTRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 0.84% | 0.62% | 0.80% | 0.24% | 0.11% | 0.10% | 0.00% | 0.20% | 1.12% | 8.18% | 0.76% | 0.63% |
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% | 0.00% |
Drawdowns
FLVCX vs. BPTRX - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -69.99%, roughly equal to the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for FLVCX and BPTRX. For additional features, visit the drawdowns tool.
Volatility
FLVCX vs. BPTRX - Volatility Comparison
The current volatility for Fidelity Leveraged Company Stock Fund (FLVCX) is 5.26%, while Baron Partners Fund (BPTRX) has a volatility of 13.70%. This indicates that FLVCX 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.