Dow Up1.31% Nasdaq Up2.40%

Baron Partners Retail (BPTRX)

33.47 Up 0.44(1.33%) Oct 20

Risk as of Sep 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:5
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 2013):47.63%
Worst 1 Yr Total Return(Dec 30, 2008):-46.67%
Risk (Modern Portfolio Theory) Statistics 
3 Years
Alpha (against Standard Index)-1.74-5.42
Beta (against Standard Index)1.261.16
Mean Annual Return2.111.62
R-squared (against Standard Index)75.6179.39
Standard Deviation15.3613.80
Sharpe Ratio1.641.42
Treynor Ratio21.3617.47
5 Years
Alpha (against Standard Index)-1.23-2.17
Beta (against Standard Index)1.291.12
Mean Annual Return1.571.26
R-squared (against Standard Index)84.3883.58
Standard Deviation18.6016.17
Sharpe Ratio1.010.94
Treynor Ratio14.2813.34
10 Years
Alpha (against Standard Index)1.440.64
Beta (against Standard Index)1.291.11
Mean Annual Return1.040.86
R-squared (against Standard Index)84.9882.84
Standard Deviation20.6217.92
Sharpe Ratio0.530.49
Treynor Ratio7.206.86