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Baron Partners R6 (BPTUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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166.32+4.43 (+2.74%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.08%
5-Year Average Return24.88%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jul 21, 2024)149.16%
Worst 1 Yr Total Return (Jul 21, 2024)N/A
Best 3-Yr Total Return149.16%
Worst 3-Yr Total Return2.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBPTUXCategory
YTD-8.08%12.38%
1-Month5.64%5.09%
3-Month1.02%10.28%
1-Year-7.51%41.70%
3-Year-1.42%22.56%
5-Year23.61%21.98%
10-Year16.90%15.99%
Last Bull Market10.53%25.99%
Last Bear Market-30.54%-17.29%

Annual Total Return (%) History

Year
BPTUXCategory
2024
N/AN/A
2023
43.46%N/A
2022
-42.41%N/A
2021
31.73%N/A
2020
149.16%35.86%
2019
45.38%31.90%
2018
-1.75%-2.09%
2017
31.87%27.67%
2016
N/A3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-9.00%1.02%N/AN/A
202323.40%15.54%-7.18%8.39%
2022-5.84%-30.54%9.99%-19.94%
2021-0.38%4.83%5.52%19.54%
2020-20.70%49.47%47.15%42.86%
201916.80%7.52%-1.66%17.72%
20183.50%11.60%2.14%-16.72%
201712.12%14.69%1.40%1.14%
20160.05%N/AN/AN/A

Rank In Category (By Total Return)

YTD100
1-Month48
3-Month87
1-Year100
3-Year93
5-Year1

Load Adjusted Returns

1-Year-7.51%
3-Year-1.42%
5-Year23.61%
10-Year16.90%