MXLGX vs. BPTRX
Compare and contrast key facts about Great-West Large Cap Growth Fund (MXLGX) and Baron Partners Fund (BPTRX).
MXLGX is managed by Great-West. It was launched on May 21, 2003. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
MXLGX vs. BPTRX - Performance Comparison
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MXLGX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXLGX Great-West Large Cap Growth Fund | -8.64% | 13.93% | 25.30% | 33.43% | -34.08% | 41.30% | 40.72% | 36.20% | -0.47% | 28.82% |
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, MXLGX achieves a -8.64% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, MXLGX has underperformed BPTRX with an annualized return of 14.58%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
MXLGX
- 1D
- 3.14%
- 1M
- -4.90%
- YTD
- -8.64%
- 6M
- -9.01%
- 1Y
- 10.97%
- 3Y*
- 16.96%
- 5Y*
- 9.76%
- 10Y*
- 14.58%
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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MXLGX vs. BPTRX - Expense Ratio Comparison
MXLGX has a 1.00% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
MXLGX vs. BPTRX — Risk / Return Rank
MXLGX
BPTRX
MXLGX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Large Cap Growth Fund (MXLGX) 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.
| MXLGX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.29 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.38 | -1.39 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.30 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.85 | -2.10 |
Martin ratioReturn relative to average drawdown | 2.29 | 10.35 | -8.06 |
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
| MXLGX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.29 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.32 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.73 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.55 | -0.31 |
Correlation
The correlation between MXLGX and BPTRX is 0.76, 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
MXLGX vs. BPTRX - Dividend Comparison
MXLGX's dividend yield for the trailing twelve months is around 14.12%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXLGX Great-West Large Cap Growth Fund | 14.12% | 12.90% | 9.72% | 2.95% | 9.29% | 21.33% | 30.57% | 17.96% | 25.47% | 5.25% | 0.00% | 0.00% |
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
MXLGX vs. BPTRX - Drawdown Comparison
The maximum MXLGX drawdown since its inception was -62.98%, roughly equal to the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for MXLGX and BPTRX.
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Drawdown Indicators
| MXLGX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.98% | -64.11% | +1.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.95% | -14.79% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -38.07% | -49.87% | +11.80% |
Max Drawdown (10Y)Largest decline over 10 years | -38.07% | -51.26% | +13.19% |
Current DrawdownCurrent decline from peak | -12.28% | -8.65% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -25.98% | -13.82% | -12.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 4.08% | +0.81% |
Volatility
MXLGX vs. BPTRX - Volatility Comparison
Great-West Large Cap Growth Fund (MXLGX) has a higher volatility of 6.00% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that MXLGX'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
| MXLGX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 4.78% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 22.21% | -10.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 33.35% | -11.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.88% | 33.90% | -12.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.42% | 32.72% | -9.30% |