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Baron Asset Instl (BARIX)

67.28 Up 0.23(0.34%) Aug 29

Risk as of Jul 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return(Dec 30, 2013):39.25%
Worst 1 Yr Total Return(Dec 30, 2011):-2.68%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticBARIXCategory
Alpha (against Standard Index)-4.19-6.22
Beta (against Standard Index)1.171.18
Mean Annual Return1.241.09
R-squared (against Standard Index)86.4283.80
Standard Deviation15.3215.78
Sharpe Ratio0.970.84
Treynor Ratio12.5410.82
5 Years
StatisticBARIXCategory
Alpha (against Standard Index)-0.54-1.76
Beta (against Standard Index)1.081.11
Mean Annual Return1.441.38
R-squared (against Standard Index)86.3783.16
Standard Deviation15.2916.12
Sharpe Ratio1.121.03
Treynor Ratio15.9714.82
10 Years
StatisticBARIXCategory
Alpha (against Standard Index)1.550.89
Beta (against Standard Index)1.111.10
Mean Annual Return0.930.87
R-squared (against Standard Index)87.2582.42
Standard Deviation17.4517.88
Sharpe Ratio0.550.50
Treynor Ratio7.636.96