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Baron Partners R6 (BPTUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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152.80+0.48 (+0.32%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-8.01%
5-Year Average Return28.30%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jan 23, 2024)149.16%
Worst 1 Yr Total Return (Jan 23, 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
YTD43.46%12.38%
1-Month6.68%5.09%
3-Month8.39%10.28%
1-Year43.46%41.70%
3-Year2.86%22.56%
5-Year31.57%21.98%
10-Year19.02%15.99%
Last Bull Market65.18%25.99%
Last Bear Market-30.54%-17.29%

Annual Total Return (%) History

Year
BPTUXCategory
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
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)

YTD27
1-Month10
3-Month99
1-Year27
3-Year75
5-Year1

Load Adjusted Returns

1-Year43.46%
3-Year2.86%
5-Year31.57%
10-Year19.02%