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Baron Growth Retail (BGRFX)

72.31 Up 0.25(0.35%) Aug 19

Risk as of Jul 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return(Dec 30, 1999):44.71%
Worst 1 Yr Total Return(Dec 30, 2008):-39.18%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticBGRFXCategory
Alpha (against Standard Index)-3.40-6.22
Beta (against Standard Index)1.071.18
Mean Annual Return1.181.09
R-squared (against Standard Index)82.6483.80
Standard Deviation14.3915.78
Sharpe Ratio0.980.84
Treynor Ratio12.9910.82
5 Years
StatisticBGRFXCategory
Alpha (against Standard Index)0.24-1.76
Beta (against Standard Index)1.011.11
Mean Annual Return1.401.38
R-squared (against Standard Index)80.4683.16
Standard Deviation14.7816.12
Sharpe Ratio1.131.03
Treynor Ratio16.7514.82
10 Years
StatisticBGRFXCategory
Alpha (against Standard Index)1.520.89
Beta (against Standard Index)1.061.10
Mean Annual Return0.900.87
R-squared (against Standard Index)83.3282.42
Standard Deviation17.0317.88
Sharpe Ratio0.540.50
Treynor Ratio7.666.96