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    Baron Partners Retail (BPTRX)

    38.16 Down 0.06(0.16%) Aug 26

    Risk as of Jul 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:5
    Number of Years Up18
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2013):47.63%
    Worst 1 Yr Total Return(Dec 30, 2008):-46.67%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticBPTRXCategory
    Alpha (against Standard Index)-4.50-3.22
    Beta (against Standard Index)1.271.02
    Mean Annual Return0.810.68
    R-squared (against Standard Index)66.2073.94
    Standard Deviation17.3713.25
    Sharpe Ratio0.560.63
    Treynor Ratio6.667.50
    5 Years
    StatisticBPTRXCategory
    Alpha (against Standard Index)-3.23-4.64
    Beta (against Standard Index)1.261.13
    Mean Annual Return1.130.86
    R-squared (against Standard Index)75.0981.72
    Standard Deviation17.5215.08
    Sharpe Ratio0.770.69
    Treynor Ratio10.008.64
    10 Years
    StatisticBPTRXCategory
    Alpha (against Standard Index)-0.69-0.21
    Beta (against Standard Index)1.261.08
    Mean Annual Return0.840.76
    R-squared (against Standard Index)84.1783.77
    Standard Deviation21.0618.12
    Sharpe Ratio0.430.46
    Treynor Ratio5.646.32