OWACX vs. BPTRX
OWACX (Old Westbury All Cap Core Fund) and BPTRX (Baron Partners Fund) are both Large Cap Growth Equities funds. Over the past 10 years, OWACX returned 13.24%/yr vs 22.82%/yr for BPTRX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. OWACX charges 0.96%/yr vs 1.36%/yr for BPTRX.
Performance
OWACX vs. BPTRX - Performance Comparison
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Returns By Period
In the year-to-date period, OWACX achieves a 6.69% return, which is significantly higher than BPTRX's -5.35% return. Over the past 10 years, OWACX has underperformed BPTRX with an annualized return of 13.24%, while BPTRX has yielded a comparatively higher 22.82% annualized return.
OWACX
- 1D
- 0.59%
- 1M
- -1.09%
- 6M
- 4.90%
- YTD
- 6.69%
- 1Y
- 11.57%
- 3Y*
- 14.48%
- 5Y*
- 8.42%
- 10Y*
- 13.24%
- ALL TIME*
- 11.99%
BPTRX
- 1D
- -1.83%
- 1M
- -14.20%
- 6M
- -1.00%
- YTD
- -5.35%
- 1Y
- 26.20%
- 3Y*
- 16.01%
- 5Y*
- 9.96%
- 10Y*
- 22.82%
- ALL TIME*
- 15.43%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BPTRX Baron Partners Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
OWACX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OWACX Old Westbury All Cap Core Fund | 6.69% | 10.45% | 21.30% | 25.93% | -22.18% | 25.76% | 23.61% | 32.10% | -4.02% | 20.93% |
BPTRX Baron Partners Fund | -5.35% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Correlation
The correlation between OWACX and BPTRX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.55 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2012 | 0.72 |
Over the past year, the correlation between OWACX and BPTRX has dropped to 0.48 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.
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Return for Risk
OWACX vs. BPTRX — Risk / Return Rank
OWACX
BPTRX
OWACX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Old Westbury All Cap Core Fund (OWACX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OWACX | BPTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.27 | +0.01 |
| Martin ratioReturn relative to average drawdown | 5.35 | 4.06 | +1.30 |
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Drawdowns
OWACX vs. BPTRX - Drawdown Comparison
The maximum OWACX drawdown since its inception was -34.01%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for OWACX and BPTRX.
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Drawdown Indicators
| OWACX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.01% | -64.11% | +30.10% |
Max Drawdown (1Y)Largest decline over 1 year | -9.93% | -19.66% | +9.73% |
Max Drawdown (3Y)Largest decline over 3 years | -19.16% | -33.34% | +14.18% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -49.87% | +21.76% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -51.26% | +17.25% |
Current DrawdownCurrent decline from peak | -1.94% | -19.66% | +17.72% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -13.76% | +8.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 6.16% | -3.88% |
Volatility
OWACX vs. BPTRX - Volatility Comparison
The current volatility for Old Westbury All Cap Core Fund (OWACX) is 3.74%, while Baron Partners Fund (BPTRX) has a volatility of 7.38%. This indicates that OWACX 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.
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Volatility by Period
| OWACX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 7.38% | -3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.92% | 19.10% | -8.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.83% | 30.40% | -16.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 34.23% | -16.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 32.94% | -14.49% |
OWACX vs. BPTRX - Expense Ratio Comparison
OWACX has a 0.96% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Dividends
OWACX vs. BPTRX - Dividend Comparison
OWACX's dividend yield for the trailing twelve months is around 8.29%, more than BPTRX's 3.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
OWACX Old Westbury All Cap Core Fund | 8.29% | 8.18% | 10.64% | 8.40% | 2.54% | 5.90% | 3.18% | 9.22% | 5.05% | 1.99% | 1.08% | 2.38% |
Frequently Asked Questions
OWACX and BPTRX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPTRX has higher volatility (7.38%) compared to OWACX (3.74%). In terms of maximum drawdown, OWACX dropped -34.01% vs BPTRX's -64.11%.
OWACX currently has the higher Sharpe Ratio (0.92 vs 0.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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