BPTIX - Baron Partners Fund Institutional Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.91%
5-Year Average Return11.07%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Feb. 3, 2019)48.02%
Worst 1 Yr Total Return (Feb. 3, 2019)-5.52%
Best 3-Yr Total Return48.02%
Worst 3-Yr Total Return4.00%

Trailing Returns (%) Vs. Benchmarks

ReturnBPTIXCategory
YTD18.53%3.60%
1-Month11.46%2.89%
3-Month49.47%30.27%
1-Year37.23%9.65%
3-Year20.19%12.58%
5-Year16.47%9.92%
10-Year18.35%13.57%
Last Bull Market29.73%26.98%
Last Bear Market-24.98%-21.30%

Annual Total Return (%) History

Year
BPTIXCategory
2020
N/AN/A
2019
45.38%32.52%
2018
-1.75%-6.65%
2017
31.91%23.91%
2016
4.29%6.03%
2015
-2.43%-0.95%
2014
10.56%7.00%
2013
48.02%34.93%
2012
16.70%14.07%
2011
-5.52%-3.96%
2010
31.93%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-20.70%49.47%N/AN/A
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)

YTD7
1-Month1
3-Month4
1-Year1
3-Year7
5-Year4

Load Adjusted Returns

1-Year37.23%
3-Year20.19%
5-Year16.47%
10-Year18.35%