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    More On BENFX


    Baron Energy and Resources Retail (BENFX)

    8.84 Down 0.17(1.89%) Feb 24

    Risk as of Jan 30, 2017Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up2
    Number of Years Down3
    Best 1 Yr Total Return(Dec 30, 2016):28.02%
    Worst 1 Yr Total Return(Dec 30, 2015):-31.88%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticBENFXCategory
    Alpha (against Standard Index)-13.23-13.30
    Beta (against Standard Index)1.561.37
    Mean Annual Return-0.34-0.44
    R-squared (against Standard Index)46.1436.53
    Standard Deviation25.2025.20
    Sharpe Ratio-0.17-0.19
    Treynor Ratio-4.57-5.44
    5 Years
    StatisticBENFXCategory
    Alpha (against Standard Index)-11.43-11.87
    Beta (against Standard Index)1.321.29
    Mean Annual Return0.04-0.02
    R-squared (against Standard Index)46.8343.79
    Standard Deviation21.6022.07
    Sharpe Ratio0.010.00
    Treynor Ratio-1.52-1.92
    10 Years
    StatisticBENFXCategory
    Alpha (against Standard Index)N/A-1.18
    Beta (against Standard Index)N/A1.23
    Mean Annual ReturnN/A0.42
    R-squared (against Standard Index)N/A58.65
    Standard DeviationN/A27.51
    Sharpe RatioN/A0.16
    Treynor RatioN/A0.51