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VGHAX vs. BPTRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VGHAX and BPTRX is 0.77, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

VGHAX vs. BPTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Health Care Fund Admiral Shares (VGHAX) and Baron Partners Fund (BPTRX). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
113.00%
1,686.01%
VGHAX
BPTRX

Key characteristics

Sharpe Ratio

VGHAX:

-0.79

BPTRX:

0.89

Sortino Ratio

VGHAX:

-0.94

BPTRX:

1.53

Omega Ratio

VGHAX:

0.86

BPTRX:

1.19

Calmar Ratio

VGHAX:

-0.43

BPTRX:

0.76

Martin Ratio

VGHAX:

-0.98

BPTRX:

2.71

Ulcer Index

VGHAX:

13.74%

BPTRX:

11.80%

Daily Std Dev

VGHAX:

16.88%

BPTRX:

36.14%

Max Drawdown

VGHAX:

-45.79%

BPTRX:

-68.06%

Current Drawdown

VGHAX:

-26.91%

BPTRX:

-25.28%

Returns By Period

In the year-to-date period, VGHAX achieves a -4.40% return, which is significantly higher than BPTRX's -18.13% return. Over the past 10 years, VGHAX has underperformed BPTRX with an annualized return of -1.77%, while BPTRX has yielded a comparatively higher 16.34% annualized return.


VGHAX

YTD

-4.40%

1M

-6.66%

6M

-20.29%

1Y

-14.46%

5Y*

-2.12%

10Y*

-1.77%

BPTRX

YTD

-18.13%

1M

-5.26%

6M

4.31%

1Y

25.60%

5Y*

22.53%

10Y*

16.34%

*Annualized

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VGHAX vs. BPTRX - Expense Ratio Comparison

VGHAX has a 0.25% expense ratio, which is lower than BPTRX's 1.36% expense ratio.


Expense ratio chart for BPTRX: current value is 1.36%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BPTRX: 1.36%
Expense ratio chart for VGHAX: current value is 0.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VGHAX: 0.25%

Risk-Adjusted Performance

VGHAX vs. BPTRX — Risk-Adjusted Performance Rank

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

VGHAX
The Risk-Adjusted Performance Rank of VGHAX is 22
Overall Rank
The Sharpe Ratio Rank of VGHAX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of VGHAX is 11
Sortino Ratio Rank
The Omega Ratio Rank of VGHAX is 11
Omega Ratio Rank
The Calmar Ratio Rank of VGHAX is 22
Calmar Ratio Rank
The Martin Ratio Rank of VGHAX is 66
Martin Ratio Rank

BPTRX
The Risk-Adjusted Performance Rank of BPTRX is 7676
Overall Rank
The Sharpe Ratio Rank of BPTRX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of BPTRX is 7979
Sortino Ratio Rank
The Omega Ratio Rank of BPTRX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of BPTRX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of BPTRX is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VGHAX vs. BPTRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Admiral Shares (VGHAX) 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 chart of Sharpe ratio for VGHAX, currently valued at -0.79, compared to the broader market-1.000.001.002.003.00
VGHAX: -0.79
BPTRX: 0.89
The chart of Sortino ratio for VGHAX, currently valued at -0.94, compared to the broader market-2.000.002.004.006.008.00
VGHAX: -0.94
BPTRX: 1.53
The chart of Omega ratio for VGHAX, currently valued at 0.86, compared to the broader market0.501.001.502.002.503.00
VGHAX: 0.86
BPTRX: 1.19
The chart of Calmar ratio for VGHAX, currently valued at -0.43, compared to the broader market0.002.004.006.008.0010.00
VGHAX: -0.43
BPTRX: 0.76
The chart of Martin ratio for VGHAX, currently valued at -0.98, compared to the broader market0.0010.0020.0030.0040.0050.00
VGHAX: -0.98
BPTRX: 2.71

The current VGHAX Sharpe Ratio is -0.79, which is lower than the BPTRX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of VGHAX 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.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.79
0.89
VGHAX
BPTRX

Dividends

VGHAX vs. BPTRX - Dividend Comparison

VGHAX's dividend yield for the trailing twelve months is around 1.05%, while BPTRX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
VGHAX
Vanguard Health Care Fund Admiral Shares
1.05%1.05%0.89%0.83%0.91%0.93%1.22%1.28%1.06%1.06%1.24%1.05%
BPTRX
Baron Partners Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.35%0.00%

Drawdowns

VGHAX vs. BPTRX - Drawdown Comparison

The maximum VGHAX drawdown since its inception was -45.79%, smaller than the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for VGHAX and BPTRX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-26.91%
-25.28%
VGHAX
BPTRX

Volatility

VGHAX vs. BPTRX - Volatility Comparison

The current volatility for Vanguard Health Care Fund Admiral Shares (VGHAX) is 8.98%, while Baron Partners Fund (BPTRX) has a volatility of 17.97%. This indicates that VGHAX 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.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
8.98%
17.97%
VGHAX
BPTRX