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    More On BSFIX


    Baron Small Cap Instl (BSFIX)

    26.34 Down 0.03(0.11%) Jan 20

    Performance Overview as of Dec 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:10.26%
    5-Year Average Return:11.77%
    Number of Years Up:5
    Number of Years Down:2
    Best 1 Yr Total Return (2013-12-31):38.10%
    Worst 1 Yr Total Return (2015-12-31):-5.01%
    Best 3-Yr Total Return (N/A):18.54%
    Worst 3-Yr Total Return (N/A):2.21%
    Load Adjusted Returns 
    1-Year:10.26%
    3-Year:2.21%
    5-Year:11.77%
    10-Year:6.77%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBSFIXCategoryDiffIndex*Diff
    Year To Date10.26N/AN/AN/AN/A
    1-Month-0.08N/AN/AN/AN/A
    3-Month1.38N/AN/AN/AN/A
    1-Year10.26N/AN/AN/AN/A
    3-Year2.21N/AN/AN/AN/A
    5-Year11.77N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)28.78N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-22.54N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBSFIXCategoryDiff
    2016
     
    10.26N/AN/A
    2015
     
    -5.01N/AN/A
    2014
     
    1.95N/AN/A
    2013
     
    38.10N/AN/A
    2012
     
    18.30N/AN/A
    2011
     
    -1.37N/AN/A
    2010
     
    23.79N/AN/A
    2009N/AN/AN/A
    Past Quarterly Returns (%) for BSFIX 
    Q1Q2Q3Q4
    2016-2.755.006.501.38
    20155.70-1.31-12.524.09
    2014-0.912.89-4.875.12
    201312.661.719.4610.10
    201213.47-3.804.693.53
    201110.091.56-21.5012.37
    20105.44-7.1311.0113.88
    200913.527.35N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date51N/A
    1-Month74N/A
    3-Month71N/A
    6-Month85N/A
    1-Year51N/A
    3-Year67N/A
    5-Year64N/A