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Baron Asset R6 (BARUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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102.19-0.25 (-0.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.70%
5-Year Average Return7.90%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Apr 17, 2024)37.99%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return37.99%
Worst 3-Yr Total Return-0.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBARUXCategory
YTD5.99%10.80%
1-Month2.06%4.43%
3-Month5.99%7.00%
1-Year18.07%48.17%
3-Year2.09%21.26%
5-Year9.97%20.18%
10-Year11.00%14.07%
Last Bull Market34.94%27.14%
Last Bear Market-21.09%-21.26%

Annual Total Return (%) History

Year
BARUXCategory
2024
N/AN/A
2023
17.34%N/A
2022
-25.88%N/A
2021
14.23%N/A
2020
33.32%39.26%
2019
37.99%32.52%
2018
0.12%-6.65%
2017
26.48%23.91%
2016
N/A6.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.99%N/AN/AN/A
20235.33%3.65%-4.43%12.46%
2022-14.52%-21.09%-2.06%12.20%
2021-1.03%10.03%-0.13%5.04%
2020-16.65%28.04%8.43%15.21%
201920.43%9.91%-2.35%6.76%
20184.68%5.76%8.13%-16.37%
201710.16%7.71%3.38%3.11%
20162.81%5.13%0.06%N/A

Rank In Category (By Total Return)

YTD86
1-Month75
3-Month86
1-Year78
3-Year53
5-Year68

Load Adjusted Returns

1-Year18.07%
3-Year2.09%
5-Year9.97%
10-Year11.00%