LIMIX vs. BPTRX
Compare and contrast key facts about Tran Capital Focused Fund (LIMIX) and Baron Partners Fund (BPTRX).
LIMIX is managed by Lateef. It was launched on Sep 6, 2007. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
LIMIX vs. BPTRX - Performance Comparison
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LIMIX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIMIX Tran Capital Focused Fund | -7.12% | 7.51% | 15.44% | 26.03% | -35.23% | 25.39% | 29.59% | 41.84% | -10.15% | 21.10% |
BPTRX Baron Partners Fund | -7.34% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LIMIX having a -7.12% return and BPTRX slightly lower at -7.34%. Over the past 10 years, LIMIX has underperformed BPTRX with an annualized return of 9.14%, while BPTRX has yielded a comparatively higher 23.41% annualized return.
LIMIX
- 1D
- -1.43%
- 1M
- -10.38%
- YTD
- -7.12%
- 6M
- -9.80%
- 1Y
- 9.13%
- 3Y*
- 11.47%
- 5Y*
- 2.23%
- 10Y*
- 9.14%
BPTRX
- 1D
- -0.03%
- 1M
- -7.11%
- YTD
- -7.34%
- 6M
- 10.27%
- 1Y
- 39.75%
- 3Y*
- 21.14%
- 5Y*
- 10.69%
- 10Y*
- 23.41%
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LIMIX vs. BPTRX - Expense Ratio Comparison
LIMIX has a 0.85% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
LIMIX vs. BPTRX — Risk / Return Rank
LIMIX
BPTRX
LIMIX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tran Capital Focused Fund (LIMIX) 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.
| LIMIX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 1.18 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.56 | 2.24 | -1.68 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.28 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 2.45 | -1.87 |
Martin ratioReturn relative to average drawdown | 1.98 | 8.95 | -6.98 |
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
| LIMIX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 1.18 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.32 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.72 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.54 | -0.17 |
Correlation
The correlation between LIMIX and BPTRX is 0.78, 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
LIMIX vs. BPTRX - Dividend Comparison
LIMIX's dividend yield for the trailing twelve months is around 13.28%, more than BPTRX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIMIX Tran Capital Focused Fund | 13.28% | 12.33% | 0.12% | 0.00% | 11.31% | 20.68% | 13.21% | 15.96% | 25.90% | 26.44% | 26.77% | 26.69% |
BPTRX Baron Partners Fund | 3.63% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
LIMIX vs. BPTRX - Drawdown Comparison
The maximum LIMIX drawdown since its inception was -48.54%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for LIMIX and BPTRX.
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Drawdown Indicators
| LIMIX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.54% | -64.11% | +15.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -14.79% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -39.06% | -49.87% | +10.81% |
Max Drawdown (10Y)Largest decline over 10 years | -39.06% | -51.26% | +12.20% |
Current DrawdownCurrent decline from peak | -12.15% | -10.53% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -10.10% | -13.82% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 4.04% | +0.50% |
Volatility
LIMIX vs. BPTRX - Volatility Comparison
Tran Capital Focused Fund (LIMIX) has a higher volatility of 6.44% compared to Baron Partners Fund (BPTRX) at 4.13%. This indicates that LIMIX'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
| LIMIX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 4.13% | +2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.84% | 22.12% | -9.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.33% | 33.36% | -10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.73% | 33.90% | -12.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 32.72% | -11.65% |