SCQGX vs. BPTRX

Last updated Jun 24, 2026

SCQGX (DWS Large Cap Focus Growth Fund) and BPTRX (Baron Partners Fund) are both Large Cap Growth Equities funds. Over the past 10 years, SCQGX returned 16.84%/yr vs 25.15%/yr for BPTRX. A 0.60 correlation means they provide meaningful diversification when combined. SCQGX charges 0.83%/yr vs 1.36%/yr for BPTRX.

Performance

SCQGX vs. BPTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Large Cap Focus Growth Fund (SCQGX) and Baron Partners Fund (BPTRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SCQGX achieves a 5.77% return, which is significantly higher than BPTRX's 4.67% return. Over the past 10 years, SCQGX has underperformed BPTRX with an annualized return of 16.84%, while BPTRX has yielded a comparatively higher 25.15% annualized return.

SCQGX

• 1D: -1.48%
• 1M: -0.80%
• YTD: 5.77%
• 6M: 4.60%
• 1Y: 20.77%
• 3Y*: 21.32%
• 5Y*: 10.76%
• 10Y*: 16.84%

BPTRX

• 1D: -6.94%
• 1M: 6.39%
• YTD: 4.67%
• 6M: 1.59%
• 1Y: 37.57%
• 3Y*: 21.32%
• 5Y*: 12.61%
• 10Y*: 25.15%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SCQGX vs. BPTRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SCQGX DWS Large Cap Focus Growth Fund	5.77%	15.68%	29.47%	41.14%	-33.56%	23.59%	40.77%	37.33%	-1.92%	25.13%
BPTRX Baron Partners Fund	4.67%	24.54%	32.75%	43.09%	-42.53%	31.35%	148.81%	44.99%	-2.01%	31.54%

Correlation

The correlation between SCQGX and BPTRX is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.49
Correlation (3Y) Calculated over the trailing 3-year period	0.59
Correlation (5Y) Calculated over the trailing 5-year period	0.68
Correlation (10Y) Calculated over the trailing 10-year period	0.71
Correlation (All Time) Calculated using the full available price history since Jan 31, 1992	0.60

The correlation between SCQGX and BPTRX shifts across timeframes, from 0.49 (1 year) to 0.71 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

SCQGX vs. BPTRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCQGX

SCQGX Risk / Return Rank: 19
SCQGX Sharpe Ratio Rank: 21
SCQGX Sortino Ratio Rank: 19
SCQGX Omega Ratio Rank: 21
SCQGX Calmar Ratio Rank: 15
SCQGX Martin Ratio Rank: 17

BPTRX

BPTRX Risk / Return Rank: 52
BPTRX Sharpe Ratio Rank: 28
BPTRX Sortino Ratio Rank: 53
BPTRX Omega Ratio Rank: 47
BPTRX Calmar Ratio Rank: 85
BPTRX Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCQGX vs. BPTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Large Cap Focus Growth Fund (SCQGX) 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.

	SCQGX	BPTRX	Difference
Sharpe ratio: Return per unit of total volatility	1.21	1.43	-0.21
Sortino ratio: Return per unit of downside risk	1.70	2.80	-1.10
Omega ratio: Gain probability vs. loss probability	1.22	1.34	-0.12
Calmar ratio: Return relative to maximum drawdown	1.24	3.81	-2.57
Martin ratio: Return relative to average drawdown	4.17	9.56	-5.38

SCQGX vs. BPTRX - Sharpe Ratio Comparison

The current SCQGX Sharpe Ratio is 1.21, which is comparable to the BPTRX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of SCQGX and BPTRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SCQGX vs. BPTRX - Drawdown Comparison

The maximum SCQGX drawdown since its inception was -64.09%, roughly equal to the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for SCQGX and BPTRX.

Drawdown Indicators

	SCQGX	BPTRX	Difference
Max Drawdown Largest peak-to-trough decline	-64.09%	-64.11%	+0.02%
Max Drawdown (1Y) Largest decline over 1 year	-17.77%	-11.15%	-6.62%
Max Drawdown (3Y) Largest decline over 3 years	-23.77%	-33.34%	+9.57%
Max Drawdown (5Y) Largest decline over 5 years	-37.69%	-49.87%	+12.18%
Max Drawdown (10Y) Largest decline over 10 years	-37.69%	-51.26%	+13.57%
Current Drawdown Current decline from peak	-4.73%	-11.15%	+6.42%
Average Drawdown Average peak-to-trough decline	-19.18%	-13.77%	-5.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.26%	4.44%	+0.82%

Volatility

SCQGX vs. BPTRX - Volatility Comparison

The current volatility for DWS Large Cap Focus Growth Fund (SCQGX) is 7.45%, while Baron Partners Fund (BPTRX) has a volatility of 13.63%. This indicates that SCQGX 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.

Volatility by Period

	SCQGX	BPTRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.45%	13.63%	-6.18%
Volatility (6M) Calculated over the trailing 6-month period	14.80%	17.53%	-2.73%
Volatility (1Y) Calculated over the trailing 1-year period	18.23%	29.86%	-11.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.25%	34.10%	-11.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.15%	32.94%	-11.79%

SCQGX vs. BPTRX - Expense Ratio Comparison

SCQGX has a 0.83% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

Dividends

SCQGX vs. BPTRX - Dividend Comparison

SCQGX's dividend yield for the trailing twelve months is around 14.69%, more than BPTRX's 3.21% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BPTRX Baron Partners Fund	3.21%	3.36%	0.76%	0.00%	3.19%	7.72%	3.67%	0.26%	0.00%	0.00%	0.00%	0.35%
SCQGX DWS Large Cap Focus Growth Fund	14.69%	15.53%	8.91%	1.75%	4.85%	8.53%	4.11%	5.59%	6.16%	3.68%	7.44%	15.37%

Frequently Asked Questions

Can I hold both SCQGX and BPTRX in my portfolio?

SCQGX and BPTRX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SCQGX or BPTRX?

BPTRX has higher volatility (13.63%) compared to SCQGX (7.45%). In terms of maximum drawdown, SCQGX dropped -64.09% vs BPTRX's -64.11%.

Which has better risk-adjusted returns?

BPTRX currently has the higher Sharpe Ratio (1.43 vs 1.21), 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.