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Baron Small Cap Retail (BSCFX)

34.86 Up 0.10(0.29%) Aug 19

Risk as of Jul 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 1999):70.78%
Worst 1 Yr Total Return(Dec 30, 2008):-40.24%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticBSCFXCategory
Alpha (against Standard Index)-7.31-8.10
Beta (against Standard Index)1.251.28
Mean Annual Return1.091.08
R-squared (against Standard Index)84.5878.10
Standard Deviation16.5317.78
Sharpe Ratio0.790.74
Treynor Ratio9.919.48
5 Years
StatisticBSCFXCategory
Alpha (against Standard Index)-1.03-2.57
Beta (against Standard Index)1.111.20
Mean Annual Return1.431.44
R-squared (against Standard Index)81.6776.59
Standard Deviation16.1518.14
Sharpe Ratio1.060.95
Treynor Ratio15.4014.02
10 Years
StatisticBSCFXCategory
Alpha (against Standard Index)1.180.37
Beta (against Standard Index)1.111.19
Mean Annual Return0.900.88
R-squared (against Standard Index)82.6279.47
Standard Deviation17.9319.60
Sharpe Ratio0.510.46
Treynor Ratio7.176.24