• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.26% Nasdaq Down0.34%

    Baron Energy and Resources Retail (BENFX)

    10.07 Down 0.25(2.42%) Jul 6

    Performance Overview as of May 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:6.10%
    5-Year Average Return:N/A
    Number of Years Up:1
    Number of Years Down:2
    Best 1 Yr Total Return (2013-12-31):25.32%
    Worst 1 Yr Total Return (2014-12-31):-12.75%
    Best 3-Yr Total Return (N/A):1.13%
    Worst 3-Yr Total Return (N/A):1.13%
    Load Adjusted Returns 
    1-Year:-17.10%
    3-Year:7.47%
    5-Year:N/A
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnBENFXCategoryDiffIndex*Diff
    Year To Date6.10N/AN/AN/AN/A
    1-Month-4.45N/AN/AN/AN/A
    3-Month4.08N/AN/AN/AN/A
    1-Year-17.10N/AN/AN/AN/A
    3-Year7.47N/AN/AN/AN/A
    5-YearN/AN/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)0.10N/AN/AN/AN/A
    Last Bear Market ( to )N/AN/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBENFXCategoryDiff
    2015N/AN/AN/A
    2014
     
    -12.75N/AN/A
    2013
     
    25.32N/AN/A
    2012
     
    -5.40N/AN/A
    Past Quarterly Returns (%) for BENFX 
    Q1Q2Q3Q4
    20151.65N/AN/AN/A
    20146.4213.65-8.87-20.84
    201311.63-5.2112.934.87
    20120.40-13.257.580.96
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date13N/A
    1-Month13N/A
    3-Month5N/A
    6-Month15N/A
    1-Year28N/A
    3-Year39N/A
    5-YearN/A