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    Baron Partners Instl (BPTIX)

    37.30 Up 0.50(1.36%) Dec 19

    Risk as of Nov 29, 2014Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:5
    Number of Years Up3
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):48.02%
    Worst 1 Yr Total Return(Dec 30, 2011):-5.52%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticBPTIXCategory
    Alpha (against Standard Index)-2.90-5.04
    Beta (against Standard Index)1.291.12
    Mean Annual Return1.861.41
    R-squared (against Standard Index)70.2272.90
    Standard Deviation13.9511.96
    Sharpe Ratio1.601.43
    Treynor Ratio18.2515.66
    5 Years
    StatisticBPTIXCategory
    Alpha (against Standard Index)-0.40-1.51
    Beta (against Standard Index)1.301.13
    Mean Annual Return1.671.35
    R-squared (against Standard Index)84.6083.76
    Standard Deviation18.3716.00
    Sharpe Ratio1.091.02
    Treynor Ratio15.3214.28
    10 Years
    StatisticBPTIXCategory
    Alpha (against Standard Index)1.040.35
    Beta (against Standard Index)1.281.11
    Mean Annual Return1.000.84
    R-squared (against Standard Index)84.9583.03
    Standard Deviation20.5017.90
    Sharpe Ratio0.510.48
    Treynor Ratio6.856.56