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    Baron Asset Instl (BARIX)

    66.59 Down 0.27(0.40%) Feb 27

    Performance Overview as of Jan 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:-2.69%
    5-Year Average Return:16.06%
    Number of Years Up:4
    Number of Years Down:1
    Best 1 Yr Total Return (2013-12-31):39.25%
    Worst 1 Yr Total Return (2011-12-31):-2.68%
    Best 3-Yr Total Return (N/A):20.91%
    Worst 3-Yr Total Return (N/A):11.04%
    Load Adjusted Returns 
    1-Year:9.65%
    3-Year:18.00%
    5-Year:16.06%
    10-Year:8.61%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBARIXCategoryDiffIndex*Diff
    Year To Date-2.69N/AN/AN/AN/A
    1-Month-2.69N/AN/AN/AN/A
    3-Month-0.75N/AN/AN/AN/A
    1-Year9.65N/AN/AN/AN/A
    3-Year18.00N/AN/AN/AN/A
    5-Year16.06N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)25.42N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-19.71N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBARIXCategoryDiff
    2014
     
    9.77N/AN/A
    2013
     
    39.25N/AN/A
    2012
     
    15.63N/AN/A
    2011
     
    -2.68N/AN/A
    2010
     
    21.66N/AN/A
    2009N/AN/AN/A
    Past Quarterly Returns (%) for BARIX 
    Q1Q2Q3Q4
    20140.673.66-1.406.69
    201314.280.749.2810.69
    201214.37-6.046.161.35
    20116.990.98-17.789.56
    20106.31-8.629.9913.86
    200915.175.98N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date77N/A
    1-Month77N/A
    3-Month72N/A
    6-Month48N/A
    1-Year28N/A
    3-Year11N/A
    5-Year39N/A