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    Baron Partners Retail (BPTRX)

    37.17 Up 0.19(0.51%) Dec 26

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:9.39%
    5-Year Average Return:19.70%
    Number of Years Up:17
    Number of Years Down:4
    Best 1 Yr Total Return (2013-12-31):47.63%
    Worst 1 Yr Total Return (2008-12-31):-46.67%
    Best 3-Yr Total Return (N/A):30.00%
    Worst 3-Yr Total Return (N/A):-10.30%
    Load Adjusted Returns 
    1-Year:13.13%
    3-Year:23.33%
    5-Year:19.70%
    10-Year:10.16%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBPTRXCategoryDiffIndex*Diff
    Year To Date9.39N/AN/AN/AN/A
    1-Month1.19N/AN/AN/AN/A
    3-Month-1.06N/AN/AN/AN/A
    1-Year13.13N/AN/AN/AN/A
    3-Year23.33N/AN/AN/AN/A
    5-Year19.70N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)29.52N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-25.07N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBPTRXCategoryDiff
    2014N/AN/AN/A
    2013
     
    47.63N/AN/A
    2012
     
    16.40N/AN/A
    2011
     
    -5.74N/AN/A
    2010
     
    31.52N/AN/A
    2009
     
    28.20N/AN/A
    2008
     
    -46.67N/AN/A
    2007
     
    11.34N/AN/A
    2006
     
    21.55N/AN/A
    2005
     
    14.37N/AN/A
    2004
     
    42.35N/AN/A
    2003
     
    34.95N/AN/A
    2002
     
    -18.07N/AN/A
    2001
     
    -15.71N/AN/A
    2000
     
    4.82N/AN/A
    1999
     
    18.42N/AN/A
    1998
     
    11.68N/AN/A
    1997
     
    49.88N/AN/A
    1996
     
    16.13N/AN/A
    1995
     
    36.94N/AN/A
    1994
     
    4.76N/AN/A
    1993
     
    28.78N/AN/A
    1992N/AN/AN/A
    Past Quarterly Returns (%) for BPTRX 
    Q1Q2Q3Q4
    20145.374.41-4.86N/A
    201318.651.7911.0110.11
    201213.87-6.526.542.64
    20117.15-1.41-21.7214.00
    20109.97-8.8411.4217.74
    2009-11.2317.2717.245.04
    2008-13.68-1.90-7.39-32.00
    20072.873.7111.31-6.24
    200612.81-2.651.149.43
    2005-0.745.392.976.17
    200412.694.112.3218.58
    2003-8.2720.016.1415.49
    20024.19-7.32-21.938.68
    2001-29.2319.42-27.3737.32
    200024.82-13.4210.68-12.36
    199921.864.66-22.5319.85
    199811.21-6.57-31.1356.07
    1997-8.4936.0624.58-3.37
    199611.046.81-0.50-1.59
    199511.6310.3718.63-6.31
    1994-3.44-3.8117.16-3.73
    19939.7212.1411.64-6.25
    19923.783.1010.17N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date27N/A
    1-Month79N/A
    3-Month89N/A
    6-Month80N/A
    1-Year26N/A
    3-Year3N/A
    5-Year4N/A