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Baron Partners R6 (BPTUX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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153.38
-3.10
(-1.98%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
35.08%
5-Year Average Return
24.76%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (Sept 20, 2023)
149.16%
Worst 1 Yr Total Return (Sept 20, 2023)
N/A
Best 3-Yr Total Return
149.16%
Worst 3-Yr Total Return
23.50%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
BPTUX
Category
YTD
35.08%
12.38%
1-Month
4.11%
5.09%
3-Month
-3.22%
10.28%
1-Year
-1.35%
41.70%
3-Year
13.45%
22.56%
5-Year
24.76%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
65.18%
25.99%
Last Bear Market
-30.54%
-17.29%
Annual Total Return (%) History
Year
BPTUX
Category
2023
N/A
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/A
3.23%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2023
23.40%
15.54%
N/A
N/A
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%
2019
16.80%
7.52%
-1.66%
17.72%
2018
3.50%
11.60%
2.14%
-16.72%
2017
12.12%
14.69%
1.40%
1.14%
2016
0.05%
N/A
N/A
N/A
Rank In Category (By Total Return)
YTD
9
1-Month
96
3-Month
1
1-Year
97
3-Year
1
5-Year
1
Load Adjusted Returns
1-Year
3.90%
3-Year
11.79%
5-Year
24.72%
10-Year
20.63%
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