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    Baron Energy and Resources Institutional (BENIX)

    8.63 Up 0.11(1.29%) Sep 2

    Risk as of Jul 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up1
    Number of Years Down2
    Best 1 Yr Total Return(Dec 30, 2013):25.63%
    Worst 1 Yr Total Return(Dec 30, 2014):-12.59%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)-12.53-17.72
    Beta (against Standard Index)1.341.33
    Mean Annual Return0.35-0.10
    R-squared (against Standard Index)39.4640.60
    Standard Deviation18.5718.43
    Sharpe Ratio0.22-0.03
    Treynor Ratio1.83-1.98
    5 Years
    Alpha (against Standard Index)N/A-11.86
    Beta (against Standard Index)N/A1.40
    Mean Annual ReturnN/A0.27
    R-squared (against Standard Index)N/A62.10
    Standard DeviationN/A23.58
    Sharpe RatioN/A0.14
    Treynor RatioN/A0.35
    10 Years
    Alpha (against Standard Index)N/A-2.97
    Beta (against Standard Index)N/A1.24
    Mean Annual ReturnN/A0.48
    R-squared (against Standard Index)N/A58.98
    Standard DeviationN/A26.81
    Sharpe RatioN/A0.17
    Treynor RatioN/A0.77