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    Baron Asset Retail (BARAX)

    48.79 Up 0.06(0.12%) Feb 9

    Risk as of Jan 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up22
    Number of Years Down6
    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)-1.65-1.45
    Beta (against Standard Index)0.990.97
    Mean Annual Return0.801.07
    R-squared (against Standard Index)77.2872.22
    Standard Deviation12.2912.21
    Sharpe Ratio0.771.06
    Treynor Ratio9.2313.25
    5 Years
    StatisticBARAXCategory
    Alpha (against Standard Index)-2.42-3.60
    Beta (against Standard Index)1.091.10
    Mean Annual Return0.810.85
    R-squared (against Standard Index)84.2280.19
    Standard Deviation14.2714.38
    Sharpe Ratio0.680.72
    Treynor Ratio8.238.79
    10 Years
    StatisticBARAXCategory
    Alpha (against Standard Index)-0.34-0.24
    Beta (against Standard Index)1.091.09
    Mean Annual Return0.640.72
    R-squared (against Standard Index)87.5082.52
    Standard Deviation17.6118.06
    Sharpe Ratio0.370.41
    Treynor Ratio4.725.56