• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.29% Nasdaq Up0.52%

    Baron Partners Instl (BPTIX)

    38.18 Up 0.45(1.19%) Jul 22

    Performance Overview as of Jun 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:0.53%
    5-Year Average Return:10.85%
    Number of Years Up:4
    Number of Years Down:2
    Best 1 Yr Total Return (2013-12-31):48.02%
    Worst 1 Yr Total Return (2011-12-31):-5.52%
    Best 3-Yr Total Return (N/A):24.07%
    Worst 3-Yr Total Return (N/A):13.31%
    Load Adjusted Returns 
    1-Year:-7.48%
    3-Year:9.88%
    5-Year:10.85%
    10-Year:7.01%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBPTIXCategoryDiffIndex*Diff
    Year To Date0.53N/AN/AN/AN/A
    1-Month0.55N/AN/AN/AN/A
    3-Month3.27N/AN/AN/AN/A
    1-Year-7.48N/AN/AN/AN/A
    3-Year9.88N/AN/AN/AN/A
    5-Year10.85N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)29.73N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-24.98N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBPTIXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -2.43N/AN/A
    2014
     
    10.56N/AN/A
    2013
     
    48.02N/AN/A
    2012
     
    16.70N/AN/A
    2011
     
    -5.52N/AN/A
    2010
     
    31.93N/AN/A
    2009N/AN/AN/A
    Past Quarterly Returns (%) for BPTIX 
    Q1Q2Q3Q4
    2016-2.663.27N/AN/A
    20152.633.29-10.512.84
    20145.464.47-4.765.37
    201318.741.8911.0710.16
    201213.99-6.476.632.66
    20117.16-1.31-21.6814.07
    201010.03-8.7611.5117.86
    200917.405.03N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date50N/A
    1-Month13N/A
    3-Month21N/A
    6-Month50N/A
    1-Year58N/A
    3-Year29N/A
    5-Year11N/A