TEL vs. BPTRX

In the year-to-date period, TEL achieves a 4.02% return, which is significantly lower than BPTRX's 34.76% return. Over the past 10 years, TEL has underperformed BPTRX with an annualized return of 10.41%, while BPTRX has yielded a comparatively higher 19.34% annualized return.

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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.

The current TEL Sharpe Ratio is 0.27, which is lower than the BPTRX Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of TEL and BPTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TEL's dividend yield for the trailing twelve months is around 1.77%, while BPTRX has not paid dividends to shareholders.

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.

The current volatility for TE Connectivity Ltd. (TEL) is 5.39%, while Baron Partners Fund (BPTRX) has a volatility of 12.37%. 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.