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 Dow Down1.35% Nasdaq Down1.12%

Baron Partners Retail (BPTRX)

27.15 Down 0.45(1.63%) Jun 19


Risk as of Mar 30, 2013Get Risk for:
Risk Overview 
Morningstar Risk Rating:5
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 2004):42.35%
Worst 1 Yr Total Return(Dec 30, 2008):-46.67%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticBPTRXCategory
Alpha (against Standard Index)0.41-2.43
Beta (against Standard Index)1.251.12
Mean Annual Return1.401.03
R-squared (against Standard Index)89.2388.06
Standard Deviation19.9017.98
Sharpe Ratio0.840.69
Treynor Ratio12.6210.24
5 Years
StatisticBPTRXCategory
Alpha (against Standard Index)-0.020.14
Beta (against Standard Index)1.261.09
Mean Annual Return0.780.64
R-squared (against Standard Index)90.3386.84
Standard Deviation25.0522.07
Sharpe Ratio0.360.34
Treynor Ratio4.774.70
10 Years
StatisticBPTRXCategory
Alpha (against Standard Index)4.211.39
Beta (against Standard Index)1.261.13
Mean Annual Return1.300.92
R-squared (against Standard Index)83.5481.77
Standard Deviation20.5218.27
Sharpe Ratio0.670.51
Treynor Ratio9.937.15