• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.52% Nasdaq Down0.25%

    Baron Small Cap Instl (BSFIX)

    35.22 Down 0.17(0.48%) Aug 3

    Performance Overview as of Jun 29, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:4.31%
    5-Year Average Return:16.72%
    Number of Years Up:4
    Number of Years Down:1
    Best 1 Yr Total Return (2013-12-31):38.10%
    Worst 1 Yr Total Return (2011-12-31):-1.37%
    Best 3-Yr Total Return (N/A):18.54%
    Worst 3-Yr Total Return (N/A):13.04%
    Load Adjusted Returns 
    1-Year:4.31%
    3-Year:16.76%
    5-Year:16.72%
    10-Year:8.39%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBSFIXCategoryDiffIndex*Diff
    Year To Date4.31N/AN/AN/AN/A
    1-Month0.09N/AN/AN/AN/A
    3-Month-1.31N/AN/AN/AN/A
    1-Year4.31N/AN/AN/AN/A
    3-Year16.76N/AN/AN/AN/A
    5-Year16.72N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)28.78N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-22.54N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBSFIXCategoryDiff
    2015N/AN/AN/A
    2014
     
    1.95N/AN/A
    2013
     
    38.10N/AN/A
    2012
     
    18.30N/AN/A
    2011
     
    -1.37N/AN/A
    2010
     
    23.79N/AN/A
    2009N/AN/AN/A
    Past Quarterly Returns (%) for BSFIX 
    Q1Q2Q3Q4
    20155.70-1.31N/AN/A
    2014-0.912.89-4.875.12
    201312.661.719.4610.10
    201213.47-3.804.693.53
    201110.091.56-21.5012.37
    20105.44-7.1311.0113.88
    200913.527.35N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date86N/A
    1-Month92N/A
    3-Month96N/A
    6-Month86N/A
    1-Year89N/A
    3-Year71N/A
    5-Year68N/A