JPGSX vs. BPTRX
Compare and contrast key facts about JPMorgan U.S. GARP Equity Fund (JPGSX) and Baron Partners Fund (BPTRX).
JPGSX is managed by JPMorgan. It was launched on Feb 28, 2003. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
JPGSX vs. BPTRX - Performance Comparison
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JPGSX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | -7.64% | 20.56% | 39.85% | 42.04% | -27.58% | 30.71% | 27.76% | 29.24% | -3.44% | 31.89% |
BPTRX Baron Partners Fund | -5.00% | 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, JPGSX achieves a -7.64% return, which is significantly lower than BPTRX's -5.00% return. Over the past 10 years, JPGSX has underperformed BPTRX with an annualized return of 16.56%, while BPTRX has yielded a comparatively higher 23.71% annualized return.
JPGSX
- 1D
- 0.95%
- 1M
- -3.66%
- YTD
- -7.64%
- 6M
- -6.57%
- 1Y
- 21.19%
- 3Y*
- 24.67%
- 5Y*
- 14.38%
- 10Y*
- 16.56%
BPTRX
- 1D
- 0.42%
- 1M
- -4.67%
- YTD
- -5.00%
- 6M
- 14.10%
- 1Y
- 38.05%
- 3Y*
- 22.15%
- 5Y*
- 11.05%
- 10Y*
- 23.71%
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JPGSX vs. BPTRX - Expense Ratio Comparison
JPGSX has a 0.59% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
JPGSX vs. BPTRX — Risk / Return Rank
JPGSX
BPTRX
JPGSX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. GARP Equity Fund (JPGSX) 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.
| JPGSX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.26 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.34 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.93 | -1.34 |
Martin ratioReturn relative to average drawdown | 5.46 | 10.54 | -5.08 |
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
| JPGSX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.26 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.33 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.73 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.55 | +0.09 |
Correlation
The correlation between JPGSX and BPTRX is 0.80, 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.
Dividends
JPGSX vs. BPTRX - Dividend Comparison
JPGSX's dividend yield for the trailing twelve months is around 7.94%, more than BPTRX's 3.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | 7.94% | 7.33% | 11.15% | 0.92% | 4.30% | 21.34% | 9.65% | 12.78% | 12.46% | 0.63% | 0.90% | 0.05% |
BPTRX Baron Partners Fund | 3.54% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
JPGSX vs. BPTRX - Drawdown Comparison
The maximum JPGSX drawdown since its inception was -52.81%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for JPGSX and BPTRX.
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Drawdown Indicators
| JPGSX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.81% | -64.11% | +11.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -10.90% | -3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -31.18% | -49.87% | +18.69% |
Max Drawdown (10Y)Largest decline over 10 years | -31.34% | -51.26% | +19.92% |
Current DrawdownCurrent decline from peak | -10.58% | -8.27% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -13.82% | +6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 4.11% | +0.13% |
Volatility
JPGSX vs. BPTRX - Volatility Comparison
JPMorgan U.S. GARP Equity Fund (JPGSX) has a higher volatility of 6.81% compared to Baron Partners Fund (BPTRX) at 4.83%. This indicates that JPGSX'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
| JPGSX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 4.83% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 22.21% | -9.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.39% | 33.35% | -10.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.86% | 33.89% | -13.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 32.72% | -12.11% |