VYCAX vs. BPTIX
Compare and contrast key facts about Voya Corporate Leaders 100 Fund Class A (VYCAX) and Baron Partners Fund Institutional Class (BPTIX).
VYCAX is managed by Voya. It was launched on Jun 30, 2008. BPTIX is managed by Baron Capital Group.
Performance
VYCAX vs. BPTIX - Performance Comparison
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VYCAX vs. BPTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VYCAX Voya Corporate Leaders 100 Fund Class A | -1.96% | 17.37% | 17.68% | 18.99% | -11.30% | 27.35% | 11.49% | 38.96% | -7.22% | 18.93% |
BPTIX Baron Partners Fund Institutional Class | -4.93% | 24.86% | 33.09% | 43.47% | -42.39% | 31.69% | 149.45% | 47.29% | -1.75% | 31.91% |
Returns By Period
In the year-to-date period, VYCAX achieves a -1.96% return, which is significantly higher than BPTIX's -4.93% return. Over the past 10 years, VYCAX has underperformed BPTIX with an annualized return of 13.17%, while BPTIX has yielded a comparatively higher 24.20% annualized return.
VYCAX
- 1D
- 0.35%
- 1M
- -4.13%
- YTD
- -1.96%
- 6M
- 0.79%
- 1Y
- 12.96%
- 3Y*
- 15.34%
- 5Y*
- 10.47%
- 10Y*
- 13.17%
BPTIX
- 1D
- 0.42%
- 1M
- -4.65%
- YTD
- -4.93%
- 6M
- 14.25%
- 1Y
- 38.40%
- 3Y*
- 22.46%
- 5Y*
- 11.33%
- 10Y*
- 24.20%
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VYCAX vs. BPTIX - Expense Ratio Comparison
VYCAX has a 0.81% expense ratio, which is lower than BPTIX's 1.99% expense ratio.
Return for Risk
VYCAX vs. BPTIX — Risk / Return Rank
VYCAX
BPTIX
VYCAX vs. BPTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders 100 Fund Class A (VYCAX) and Baron Partners Fund Institutional Class (BPTIX). 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.
| VYCAX | BPTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.27 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.35 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 2.95 | -2.18 |
Martin ratioReturn relative to average drawdown | 3.49 | 10.67 | -7.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VYCAX | BPTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.27 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.34 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.73 | -0.13 |
Correlation
The correlation between VYCAX and BPTIX is 0.73, 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.
Dividends
VYCAX vs. BPTIX - Dividend Comparison
VYCAX's dividend yield for the trailing twelve months is around 8.39%, more than BPTIX's 3.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYCAX Voya Corporate Leaders 100 Fund Class A | 8.39% | 8.22% | 6.97% | 4.35% | 5.78% | 7.81% | 25.30% | 16.80% | 10.28% | 2.94% | 1.52% | 1.52% |
BPTIX Baron Partners Fund Institutional Class | 3.37% | 3.21% | 0.73% | 0.00% | 3.07% | 7.46% | 3.57% | 1.27% | 0.00% | 0.00% | 0.00% | 0.62% |
Drawdowns
VYCAX vs. BPTIX - Drawdown Comparison
The maximum VYCAX drawdown since its inception was -46.74%, smaller than the maximum BPTIX drawdown of -51.26%. Use the drawdown chart below to compare losses from any high point for VYCAX and BPTIX.
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Drawdown Indicators
| VYCAX | BPTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.74% | -51.26% | +4.52% |
Max Drawdown (1Y)Largest decline over 1 year | -7.82% | -10.90% | +3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -22.80% | -49.72% | +26.92% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -51.26% | +17.85% |
Current DrawdownCurrent decline from peak | -5.48% | -8.20% | +2.72% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -10.84% | +5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 4.09% | -1.19% |
Volatility
VYCAX vs. BPTIX - Volatility Comparison
The current volatility for Voya Corporate Leaders 100 Fund Class A (VYCAX) is 4.15%, while Baron Partners Fund Institutional Class (BPTIX) has a volatility of 4.83%. This indicates that VYCAX experiences smaller price fluctuations and is considered to be less risky than BPTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VYCAX | BPTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 4.83% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 22.22% | -14.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 33.36% | -17.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 33.89% | -18.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 32.72% | -15.24% |