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VWILX vs. BPTRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VWILX vs. BPTRX - Performance Comparison

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

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VWILX vs. BPTRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VWILX
Vanguard International Growth Fund Admiral Shares
-5.13%20.08%9.18%14.80%-30.80%-12.81%59.77%31.50%-12.58%43.17%
BPTRX
Baron Partners Fund
-5.39%24.54%32.75%43.09%-42.53%31.35%148.81%44.99%-2.01%31.54%

Returns By Period

In the year-to-date period, VWILX achieves a -5.13% return, which is significantly higher than BPTRX's -5.39% return. Over the past 10 years, VWILX has underperformed BPTRX with an annualized return of 9.01%, while BPTRX has yielded a comparatively higher 23.66% annualized return.


VWILX

1D
3.81%
1M
-6.66%
YTD
-5.13%
6M
-6.58%
1Y
12.20%
3Y*
8.27%
5Y*
-3.15%
10Y*
9.01%

BPTRX

1D
2.10%
1M
-5.26%
YTD
-5.39%
6M
11.85%
1Y
41.12%
3Y*
21.98%
5Y*
10.95%
10Y*
23.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VWILX vs. BPTRX - Expense Ratio Comparison

VWILX has a 0.32% expense ratio, which is lower than BPTRX's 1.36% expense ratio.


Return for Risk

VWILX vs. BPTRX — Risk / Return Rank

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

VWILX
VWILX Risk / Return Rank: 2222
Overall Rank
VWILX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
VWILX Sortino Ratio Rank: 2323
Sortino Ratio Rank
VWILX Omega Ratio Rank: 2020
Omega Ratio Rank
VWILX Calmar Ratio Rank: 2525
Calmar Ratio Rank
VWILX Martin Ratio Rank: 2323
Martin Ratio Rank

BPTRX
BPTRX Risk / Return Rank: 8484
Overall Rank
BPTRX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
BPTRX Sortino Ratio Rank: 8787
Sortino Ratio Rank
BPTRX Omega Ratio Rank: 7777
Omega Ratio Rank
BPTRX Calmar Ratio Rank: 9292
Calmar Ratio Rank
BPTRX Martin Ratio Rank: 9090
Martin Ratio Rank
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.

VWILX vs. BPTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard International Growth Fund Admiral Shares (VWILX) 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.


VWILXBPTRXDifference

Sharpe ratio

Return per unit of total volatility

0.59

1.29

-0.70

Sortino ratio

Return per unit of downside risk

0.96

2.38

-1.42

Omega ratio

Gain probability vs. loss probability

1.13

1.30

-0.18

Calmar ratio

Return relative to maximum drawdown

0.76

2.85

-2.09

Martin ratio

Return relative to average drawdown

2.55

10.35

-7.80

VWILX vs. BPTRX - Sharpe Ratio Comparison

The current VWILX Sharpe Ratio is 0.59, which is lower than the BPTRX Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of VWILX 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.


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Sharpe Ratios by Period


VWILXBPTRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.59

1.29

-0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.14

0.32

-0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.73

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.55

-0.22

Correlation

The correlation between VWILX and BPTRX is 0.67, 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.


Dividends

VWILX vs. BPTRX - Dividend Comparison

VWILX's dividend yield for the trailing twelve months is around 7.27%, more than BPTRX's 3.55% yield.


TTM20252024202320222021202020192018201720162015
VWILX
Vanguard International Growth Fund Admiral Shares
7.27%6.89%9.81%1.92%7.03%0.36%2.38%1.30%5.52%0.84%1.42%1.53%
BPTRX
Baron Partners Fund
3.55%3.36%0.76%0.00%3.19%7.72%3.67%0.26%0.00%0.00%0.00%0.35%

Drawdowns

VWILX vs. BPTRX - Drawdown Comparison

The maximum VWILX drawdown since its inception was -59.49%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for VWILX and BPTRX.


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Drawdown Indicators


VWILXBPTRXDifference

Max Drawdown

Largest peak-to-trough decline

-59.49%

-64.11%

+4.62%

Max Drawdown (1Y)

Largest decline over 1 year

-14.06%

-14.79%

+0.73%

Max Drawdown (5Y)

Largest decline over 5 years

-53.56%

-49.87%

-3.69%

Max Drawdown (10Y)

Largest decline over 10 years

-54.08%

-51.26%

-2.82%

Current Drawdown

Current decline from peak

-23.80%

-8.65%

-15.15%

Average Drawdown

Average peak-to-trough decline

-15.07%

-13.82%

-1.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.18%

4.08%

+0.10%

Volatility

VWILX vs. BPTRX - Volatility Comparison

Vanguard International Growth Fund Admiral Shares (VWILX) has a higher volatility of 8.98% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that VWILX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VWILXBPTRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.98%

4.78%

+4.20%

Volatility (6M)

Calculated over the trailing 6-month period

14.21%

22.21%

-8.00%

Volatility (1Y)

Calculated over the trailing 1-year period

21.04%

33.35%

-12.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.42%

33.90%

-10.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.62%

32.72%

-11.10%