• FirefoxInstall the new Firefox »
  •  Dow Up0.19% Nasdaq Up0.57%

    Baron Opportunity Retail (BIOPX)

    18.91 Up 0.17(0.91%) Mar 27

    Risk as of Feb 27, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:5
    Number of Years Up9
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2003):73.80%
    Worst 1 Yr Total Return(Dec 30, 2008):-46.06%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticBIOPXCategory
    Alpha (against Standard Index)-6.23-3.02
    Beta (against Standard Index)1.171.06
    Mean Annual Return1.151.27
    R-squared (against Standard Index)51.5474.29
    Standard Deviation15.4911.80
    Sharpe Ratio0.891.30
    Treynor Ratio11.3614.65
    5 Years
    StatisticBIOPXCategory
    Alpha (against Standard Index)-2.36-1.78
    Beta (against Standard Index)1.071.11
    Mean Annual Return1.221.33
    R-squared (against Standard Index)70.1584.46
    Standard Deviation16.7115.88
    Sharpe Ratio0.871.01
    Treynor Ratio13.1514.22
    10 Years
    StatisticBIOPXCategory
    Alpha (against Standard Index)1.650.58
    Beta (against Standard Index)1.181.11
    Mean Annual Return0.980.85
    R-squared (against Standard Index)76.3983.12
    Standard Deviation19.9517.96
    Sharpe Ratio0.520.49
    Treynor Ratio7.416.76