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 Dow Down0.42% Nasdaq Down0.52%

Baron Energy and Resources Institutional (BENIX)

14.23 Down 0.15(1.04%) Jul 10

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:
Year-to-Date Return:21.07%
5-Year Average Return:N/A
Number of Years Up:1
Number of Years Down:1
Best 1 Yr Total Return (2013-12-31):25.63%
Worst 1 Yr Total Return (2012-12-31):-5.20%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
Load Adjusted Returns 
1-Year:43.63%
3-Year:N/A
5-Year:N/A
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnBENIXCategoryDiffIndex*Diff
Year To Date21.07N/AN/AN/AN/A
1-Month8.42N/AN/AN/AN/A
3-Month13.81N/AN/AN/AN/A
1-Year43.63N/AN/AN/AN/A
3-YearN/AN/AN/AN/AN/A
5-YearN/AN/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)0.20N/AN/AN/AN/A
Last Bear Market ( to )N/AN/AN/AN/AN/A
Annual Total Return (%) History () 
YearBENIXCategoryDiff
2014N/AN/AN/A
2013
 
25.63N/AN/A
2012
 
-5.20N/AN/A
Past Quarterly Returns (%) for BENIX 
Q1Q2Q3Q4
20146.3813.81N/AN/A
201311.71-5.1912.955.03
20120.40-13.157.680.96
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date7N/A
1-Month3N/A
3-Month18N/A
6-Month7N/A
1-Year4N/A
3-YearN/A
5-YearN/A