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Baron Partners Institutional (BPTIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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165.16+1.17 (+0.71%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.63%
5-Year Average Return25.41%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Sept 12, 2024)149.18%
Worst 1 Yr Total Return (Sept 12, 2024)N/A
Best 3-Yr Total Return149.18%
Worst 3-Yr Total Return2.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBPTIXCategory
YTD-3.27%12.38%
1-Month-0.89%5.09%
3-Month11.17%10.28%
1-Year0.03%41.70%
3-Year-1.17%22.56%
5-Year25.00%21.98%
10-Year17.51%15.99%
Last Bull Market10.52%25.99%
Last Bear Market-30.55%-17.29%

Annual Total Return (%) History

Year
BPTIXCategory
2024
N/AN/A
2023
43.47%N/A
2022
-42.41%N/A
2021
31.73%N/A
2020
149.18%35.86%
2019
45.38%31.90%
2018
-1.75%-2.09%
2017
31.91%27.67%
2016
4.29%3.23%
2015
-2.43%3.60%
2014
10.56%10.00%
2013
48.02%33.92%
2012
16.70%15.34%
2011
-5.52%-2.46%
2010
31.93%15.53%
2009
N/A35.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-9.01%1.02%N/AN/A
202323.41%15.54%-7.17%8.39%
2022-5.84%-30.55%10.00%-19.94%
2021-0.38%4.83%5.52%19.54%
2020-20.70%49.47%47.15%42.87%
201916.80%7.50%-1.66%17.74%
20183.50%11.60%2.14%-16.72%
201712.15%14.69%1.40%1.14%
2016-2.66%3.27%3.71%0.03%
20152.63%3.29%-10.51%2.84%
20145.46%4.47%-4.76%5.37%
201318.74%1.89%11.07%10.16%
201213.99%-6.47%6.63%2.66%
20117.16%-1.31%-21.68%14.07%
201010.03%-8.76%11.51%17.86%
200917.40%5.03%N/AN/A

Rank In Category (By Total Return)

YTD100
1-Month99
3-Month2
1-Year100
3-Year90
5-Year1

Load Adjusted Returns

1-Year0.03%
3-Year-1.17%
5-Year25.00%
10-Year17.51%