TEL vs. BPTRX
Compare and contrast key facts about TE Connectivity Ltd. (TEL) 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: TEL or BPTRX.
Key characteristics
| TEL | BPTRX | |
|---|---|---|
| YTD Return | 10.56% | 15.03% |
| 1Y Return | 24.86% | 29.82% |
| 3Y Return (Ann) | -0.62% | -3.84% |
| 5Y Return (Ann) | 12.53% | 23.67% |
| 10Y Return (Ann) | 11.68% | 17.57% |
| Sharpe Ratio | 1.11 | 1.19 |
| Sortino Ratio | 1.72 | 1.85 |
| Omega Ratio | 1.21 | 1.23 |
| Calmar Ratio | 1.05 | 0.75 |
| Martin Ratio | 5.02 | 3.26 |
| Ulcer Index | 4.62% | 9.79% |
| Daily Std Dev | 21.00% | 26.76% |
| Max Drawdown | -81.07% | -68.06% |
| Current Drawdown | -3.52% | -19.00% |
Correlation
The correlation between TEL and BPTRX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TEL vs. BPTRX - Performance Comparison
In the year-to-date period, TEL achieves a 10.56% return, which is significantly lower than BPTRX's 15.03% return. Over the past 10 years, TEL has underperformed BPTRX with an annualized return of 11.68%, while BPTRX has yielded a comparatively higher 17.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
TEL vs. BPTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TE Connectivity Ltd. (TEL) 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
TEL vs. BPTRX - Dividend Comparison
TEL's dividend yield for the trailing twelve months is around 1.62%, while BPTRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEL TE Connectivity Ltd. | 1.62% | 1.66% | 1.90% | 1.23% | 1.57% | 1.90% | 2.27% | 1.65% | 2.08% | 1.98% | 1.77% | 1.74% |
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% | 0.00% |
Drawdowns
TEL vs. BPTRX - Drawdown Comparison
The maximum TEL drawdown since its inception was -81.07%, which is greater than BPTRX's maximum drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for TEL and BPTRX. For additional features, visit the drawdowns tool.
Volatility
TEL vs. BPTRX - Volatility Comparison
The current volatility for TE Connectivity Ltd. (TEL) is 6.66%, while Baron Partners Fund (BPTRX) has a volatility of 13.22%. This indicates that TEL 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.