FLVCX vs. BPTRX

In the year-to-date period, FLVCX achieves a 18.09% return, which is significantly lower than BPTRX's 44.43% return. Over the past 10 years, FLVCX has underperformed BPTRX with an annualized return of 0.15%, while BPTRX has yielded a comparatively higher 20.25% annualized return.

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FLVCX has a 0.74% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

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.

The current FLVCX Sharpe Ratio is 0.94, which is lower than the BPTRX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of FLVCX 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.

FLVCX's dividend yield for the trailing twelve months is around 0.61%, while BPTRX has not paid dividends to shareholders.

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.

The current volatility for Fidelity Leveraged Company Stock Fund (FLVCX) is 4.69%, while Baron Partners Fund (BPTRX) has a volatility of 10.25%. 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.