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    Baron Asset Retail (BARAX)

    55.64 Up 1.06(1.94%) Jun 28

    Performance Overview as of May 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:1.42%
    5-Year Average Return:9.79%
    Number of Years Up:22
    Number of Years Down:6
    Best 1 Yr Total Return (2013-12-31):38.88%
    Worst 1 Yr Total Return (2008-12-31):-40.75%
    Best 3-Yr Total Return (N/A):22.11%
    Worst 3-Yr Total Return (N/A):-9.23%
    Load Adjusted Returns 
    1-Year:-2.25%
    3-Year:9.99%
    5-Year:9.79%
    10-Year:6.90%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBARAXCategoryDiffIndex*Diff
    Year To Date1.42N/AN/AN/AN/A
    1-Month3.02N/AN/AN/AN/A
    3-Month10.72N/AN/AN/AN/A
    1-Year-2.25N/AN/AN/AN/A
    3-Year9.99N/AN/AN/AN/A
    5-Year9.79N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)25.22N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-19.80N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBARAXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -0.08N/AN/A
    2014
     
    9.48N/AN/A
    2013
     
    38.88N/AN/A
    2012
     
    15.31N/AN/A
    2011
     
    -2.93N/AN/A
    2010
     
    21.29N/AN/A
    2009
     
    31.70N/AN/A
    2008
     
    -40.75N/AN/A
    2007
     
    10.13N/AN/A
    2006
     
    14.64N/AN/A
    2005
     
    12.46N/AN/A
    2004
     
    27.13N/AN/A
    2003
     
    27.34N/AN/A
    2002
     
    -19.99N/AN/A
    2001
     
    -10.12N/AN/A
    2000
     
    0.36N/AN/A
    1999
     
    16.28N/AN/A
    1998
     
    4.27N/AN/A
    1997
     
    33.89N/AN/A
    1996
     
    21.96N/AN/A
    1995
     
    35.28N/AN/A
    1994
     
    7.42N/AN/A
    1993
     
    23.48N/AN/A
    1992
     
    13.90N/AN/A
    1991
     
    34.00N/AN/A
    1990
     
    -18.49N/AN/A
    1989
     
    24.97N/AN/A
    1988
     
    34.42N/AN/A
    1987N/AN/AN/A
    Past Quarterly Returns (%) for BARAX 
    Q1Q2Q3Q4
    2016-1.59N/AN/AN/A
    20153.440.70-8.314.63
    20140.603.59-1.476.63
    201314.200.689.2010.62
    201214.31-6.116.081.29
    20116.930.91-17.849.48
    20106.23-8.709.9313.76
    2009-10.5220.7315.095.94
    2008-11.760.20-7.56-27.51
    20072.895.572.48-1.07
    20069.33-2.620.257.40
    2005-0.612.665.474.51
    20047.692.52-1.0316.35
    2003-7.0917.736.379.44
    20026.03-8.02-17.78-0.21
    2001-16.579.30-18.9121.55
    200010.24-10.469.21-6.90
    19997.1811.93-14.9413.96
    199810.66-2.76-23.4526.58
    1997-3.4519.3313.632.28
    199614.797.35-3.142.17
    199510.366.1813.611.62
    1994-1.99-1.4011.86-0.63
    19936.154.6811.22-0.07
    19926.43-8.616.0210.46
    199118.13-0.507.176.39
    1990-5.393.24-24.029.83
    198914.618.887.22-6.60
    198814.469.692.374.60
    198711.58-13.83N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date43N/A
    1-Month18N/A
    3-Month39N/A
    6-Month31N/A
    1-Year22N/A
    3-Year27N/A
    5-Year19N/A