IWIRX vs. BPTRX
Compare and contrast key facts about Guinness Atkinson Global Innovators Fund (IWIRX) and Baron Partners Fund (BPTRX).
IWIRX is managed by Guinness Atkinson. It was launched on Dec 15, 1998. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
IWIRX vs. BPTRX - Performance Comparison
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IWIRX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWIRX Guinness Atkinson Global Innovators Fund | -6.14% | 19.93% | 19.47% | 39.36% | -29.72% | 4.85% | 36.21% | 37.05% | -16.90% | 34.77% |
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, IWIRX achieves a -6.14% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, IWIRX has underperformed BPTRX with an annualized return of 12.26%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
IWIRX
- 1D
- 3.32%
- 1M
- -5.76%
- YTD
- -6.14%
- 6M
- -4.37%
- 1Y
- 16.40%
- 3Y*
- 17.44%
- 5Y*
- 5.30%
- 10Y*
- 12.26%
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
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IWIRX vs. BPTRX - Expense Ratio Comparison
IWIRX has a 1.24% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
IWIRX vs. BPTRX — Risk / Return Rank
IWIRX
BPTRX
IWIRX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guinness Atkinson Global Innovators Fund (IWIRX) 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.
| IWIRX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.29 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.38 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.85 | -1.53 |
Martin ratioReturn relative to average drawdown | 4.90 | 10.35 | -5.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IWIRX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.29 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.32 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.73 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.55 | -0.18 |
Correlation
The correlation between IWIRX and BPTRX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IWIRX vs. BPTRX - Dividend Comparison
IWIRX's dividend yield for the trailing twelve months is around 17.89%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWIRX Guinness Atkinson Global Innovators Fund | 17.89% | 16.79% | 12.54% | 3.85% | 12.52% | 2.58% | 2.65% | 4.54% | 7.63% | 2.27% | 0.92% | 4.77% |
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
IWIRX vs. BPTRX - Drawdown Comparison
The maximum IWIRX drawdown since its inception was -70.99%, which is greater than BPTRX's maximum drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for IWIRX and BPTRX.
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Drawdown Indicators
| IWIRX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.99% | -64.11% | -6.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -14.79% | +2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -49.87% | +4.88% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | -51.26% | +6.27% |
Current DrawdownCurrent decline from peak | -9.11% | -8.65% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -21.43% | -13.82% | -7.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 4.08% | -0.70% |
Volatility
IWIRX vs. BPTRX - Volatility Comparison
Guinness Atkinson Global Innovators Fund (IWIRX) has a higher volatility of 6.21% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that IWIRX'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.
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Volatility by Period
| IWIRX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 4.78% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 22.21% | -9.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.82% | 33.35% | -12.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.40% | 33.90% | -9.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.78% | 32.72% | -9.94% |