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    Baron Asset Retail (BARAX)

    64.94 Down 0.45(0.69%) Mar 4

    Risk as of Feb 27, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up22
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2013):38.88%
    Worst 1 Yr Total Return(Dec 30, 2008):-40.75%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticBARAXCategory
    Alpha (against Standard Index)-1.58-2.96
    Beta (against Standard Index)1.091.06
    Mean Annual Return1.421.22
    R-squared (against Standard Index)78.5573.37
    Standard Deviation11.6711.54
    Sharpe Ratio1.461.27
    Treynor Ratio16.1714.17
    5 Years
    StatisticBARAXCategory
    Alpha (against Standard Index)-1.21-1.58
    Beta (against Standard Index)1.091.11
    Mean Annual Return1.351.30
    R-squared (against Standard Index)87.3284.08
    Standard Deviation15.2915.76
    Sharpe Ratio1.050.99
    Treynor Ratio14.6913.84
    10 Years
    StatisticBARAXCategory
    Alpha (against Standard Index)0.400.50
    Beta (against Standard Index)1.101.10
    Mean Annual Return0.830.81
    R-squared (against Standard Index)87.8882.90
    Standard Deviation17.4117.86
    Sharpe Ratio0.490.46
    Treynor Ratio6.646.29