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Baron Asset Retail (BARAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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95.96-1.87 (-1.91%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.11%
5-Year Average Return6.88%
Number of Years Up28
Number of Years Down8
Best 1 Yr Total Return (Apr 29, 2024)38.88%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return38.88%
Worst 3-Yr Total Return-0.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBARAXCategory
YTD5.94%10.80%
1-Month2.04%4.43%
3-Month5.94%7.00%
1-Year17.77%48.17%
3-Year1.83%21.26%
5-Year9.69%20.18%
10-Year10.77%14.07%
Last Bull Market34.65%27.14%
Last Bear Market-21.15%-21.26%

Annual Total Return (%) History

Year
BARAXCategory
2024
N/AN/A
2023
17.04%N/A
2022
-26.06%N/A
2021
13.93%N/A
2020
32.98%39.26%
2019
37.62%32.52%
2018
-0.14%-6.65%
2017
26.13%23.91%
2016
6.23%6.03%
2015
-0.08%-0.95%
2014
9.48%7.00%
2013
38.88%34.93%
2012
15.31%14.07%
2011
-2.93%-3.96%
2010
21.29%24.61%
2009
31.70%39.11%
2008
-40.75%-43.77%
2007
10.13%15.09%
2006
14.64%9.00%
2005
12.46%9.84%
2004
27.13%13.23%
2003
27.34%35.96%
2002
-19.99%-27.24%
2001
-10.12%-19.98%
2000
0.36%-4.78%
1999
16.28%60.49%
1998
4.27%18.76%
1997
33.89%17.98%
1996
21.96%18.11%
1995
35.28%34.57%
1994
7.42%-1.85%
1993
23.48%13.88%
1992
13.90%7.07%
1991
34.00%49.71%
1990
-18.49%-5.37%
1989
24.97%29.88%
1988
34.42%13.53%
1987
N/A1.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.94%N/AN/AN/A
20235.27%3.57%-4.48%12.38%
2022-14.57%-21.15%-2.14%12.15%
2021-1.09%9.95%-0.20%4.97%
2020-16.69%27.95%8.35%15.14%
201920.34%9.85%-2.42%6.69%
20184.61%5.69%8.05%-16.41%
201710.07%7.64%3.31%3.05%
2016-1.59%2.74%5.06%0.01%
20153.44%0.70%-8.31%4.63%
20140.60%3.59%-1.47%6.63%
201314.20%0.68%9.20%10.62%
201214.31%-6.11%6.08%1.29%
20116.93%0.91%-17.84%9.48%
20106.23%-8.70%9.93%13.76%
2009-10.52%20.73%15.09%5.94%
2008-11.76%0.20%-7.56%-27.51%
20072.89%5.57%2.48%-1.07%
20069.33%-2.62%0.25%7.40%
2005-0.61%2.66%5.47%4.51%
20047.69%2.52%-1.03%16.35%
2003-7.09%17.73%6.37%9.44%
20026.03%-8.02%-17.78%-0.21%
2001-16.57%9.30%-18.91%21.55%
200010.24%-10.46%9.21%-6.90%
19997.18%11.93%-14.94%13.96%
199810.66%-2.76%-23.45%26.58%
1997-3.45%19.33%13.63%2.28%
199614.79%7.35%-3.14%2.17%
199510.36%6.18%13.61%1.62%
1994-1.99%-1.40%11.86%-0.63%
19936.15%4.68%11.22%-0.07%
19926.43%-8.61%6.02%10.46%
199118.13%-0.50%7.17%6.39%
1990-5.39%3.24%-24.02%9.83%
198914.61%8.88%7.22%-6.60%
198814.46%9.69%2.37%4.60%
198711.58%-13.83%N/AN/A

Rank In Category (By Total Return)

YTD86
1-Month76
3-Month86
1-Year80
3-Year56
5-Year73

Load Adjusted Returns

1-Year17.77%
3-Year1.83%
5-Year9.69%
10-Year10.77%