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Baron Small Cap Retail (BSCFX)

35.14 Up 0.28(0.80%) Nov 20

Risk as of Oct 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)-4.22-5.70
Beta (against Standard Index)1.141.19
Mean Annual Return1.411.36
R-squared (against Standard Index)72.7362.96
Standard Deviation12.1313.68
Sharpe Ratio1.391.21
Treynor Ratio15.2914.10
5 Years
StatisticBSCFXCategory
Alpha (against Standard Index)-1.05-1.93
Beta (against Standard Index)1.111.20
Mean Annual Return1.431.48
R-squared (against Standard Index)81.5076.95
Standard Deviation16.2218.02
Sharpe Ratio1.060.99
Treynor Ratio15.2814.54
10 Years
StatisticBSCFXCategory
Alpha (against Standard Index)0.860.09
Beta (against Standard Index)1.111.19
Mean Annual Return0.890.88
R-squared (against Standard Index)82.9179.95
Standard Deviation18.0019.67
Sharpe Ratio0.510.46
Treynor Ratio7.126.24