VGHAX vs. BPTRX
Compare and contrast key facts about Vanguard Health Care Fund Admiral Shares (VGHAX) and Baron Partners Fund (BPTRX).
VGHAX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VGHAX or BPTRX.
Key characteristics
| VGHAX | BPTRX | |
|---|---|---|
| YTD Return | 4.51% | 13.60% |
| 1Y Return | 11.54% | 32.78% |
| 3Y Return (Ann) | -2.38% | -4.08% |
| 5Y Return (Ann) | 2.04% | 23.72% |
| 10Y Return (Ann) | 0.66% | 17.41% |
| Sharpe Ratio | 0.84 | 1.10 |
| Sortino Ratio | 1.22 | 1.73 |
| Omega Ratio | 1.15 | 1.21 |
| Calmar Ratio | 0.53 | 0.69 |
| Martin Ratio | 2.76 | 2.99 |
| Ulcer Index | 3.54% | 9.79% |
| Daily Std Dev | 11.59% | 26.49% |
| Max Drawdown | -45.79% | -68.06% |
| Current Drawdown | -9.25% | -20.01% |
Correlation
The correlation between VGHAX and BPTRX is 0.61, 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
VGHAX vs. BPTRX - Performance Comparison
In the year-to-date period, VGHAX achieves a 4.51% return, which is significantly lower than BPTRX's 13.60% return. Over the past 10 years, VGHAX has underperformed BPTRX with an annualized return of 0.66%, while BPTRX has yielded a comparatively higher 17.41% 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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VGHAX vs. BPTRX - Expense Ratio Comparison
VGHAX has a 0.25% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Risk-Adjusted Performance
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.
Dividends
VGHAX vs. BPTRX - Dividend Comparison
VGHAX's dividend yield for the trailing twelve months is around 0.87%, while BPTRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHAX Vanguard Health Care Fund Admiral Shares | 0.87% | 0.89% | 0.83% | 0.91% | 0.93% | 1.22% | 1.28% | 1.06% | 1.06% | 1.24% | 1.05% | 1.32% |
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
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.
Volatility
VGHAX vs. BPTRX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Admiral Shares (VGHAX) is 3.12%, while Baron Partners Fund (BPTRX) has a volatility of 12.69%. 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.