KNSL vs. BPTRX
Compare and contrast key facts about Kinsale Capital Group, Inc. (KNSL) and Baron Partners Fund (BPTRX).
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: KNSL or BPTRX.
Performance
KNSL vs. BPTRX - Performance Comparison
Returns By Period
In the year-to-date period, KNSL achieves a 46.43% return, which is significantly higher than BPTRX's 16.97% return.
KNSL
46.43%
6.78%
26.60%
35.26%
39.14%
N/A
BPTRX
16.97%
19.56%
33.71%
25.90%
23.85%
17.66%
Key characteristics
| KNSL | BPTRX | |
|---|---|---|
| Sharpe Ratio | 0.86 | 0.92 |
| Sortino Ratio | 1.39 | 1.50 |
| Omega Ratio | 1.22 | 1.18 |
| Calmar Ratio | 1.02 | 0.58 |
| Martin Ratio | 1.92 | 2.51 |
| Ulcer Index | 18.30% | 9.80% |
| Daily Std Dev | 41.13% | 26.59% |
| Max Drawdown | -38.24% | -68.06% |
| Current Drawdown | -10.53% | -17.64% |
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Correlation
The correlation between KNSL and BPTRX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
KNSL vs. BPTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinsale Capital Group, Inc. (KNSL) 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
KNSL vs. BPTRX - Dividend Comparison
KNSL's dividend yield for the trailing twelve months is around 0.12%, while BPTRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KNSL Kinsale Capital Group, Inc. | 0.12% | 0.17% | 0.20% | 0.18% | 0.18% | 0.31% | 0.50% | 0.53% | 0.29% | 0.00% | 0.00% |
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% |
Drawdowns
KNSL vs. BPTRX - Drawdown Comparison
The maximum KNSL drawdown since its inception was -38.24%, smaller than the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for KNSL and BPTRX. For additional features, visit the drawdowns tool.
Volatility
KNSL vs. BPTRX - Volatility Comparison
The current volatility for Kinsale Capital Group, Inc. (KNSL) is 10.17%, while Baron Partners Fund (BPTRX) has a volatility of 13.44%. This indicates that KNSL 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.