Nasdaq - Delayed Quote USD

Baron Emerging Markets Institutional (BEXIX)

14.45 +0.14 (+0.98%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.07%
5y Average Return 1.13%
Number of Years Up 8
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 40.63%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 40.63%
Worst 3Y Total Return -8.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BEXIX
Category
YTD
2.50%
8.73%
1-Month
3.16%
1.20%
3-Month
2.50%
5.47%
1-Year
8.09%
41.79%
3-Year
-8.17%
11.48%
5-Year
1.19%
12.18%
10-Year
2.54%
4.39%
Last Bull Market
19.50%
17.73%
Last Bear Market
-10.33%
-25.55%

Annual Total Return (%) History

Year
BEXIX
Category
2024
--
--
2023
8.29%
--
2022
-25.82%
--
2021
-6.07%
--
2020
29.22%
17.90%
2019
18.86%
19.25%
2018
-18.49%
-16.07%
2017
40.63%
34.17%

2016
4.08%
8.47%
2015
-10.97%
-13.79%
2014
3.75%
-3.01%
2013
15.02%
-0.14%
2012
23.22%
18.15%
2011
-17.00%
-19.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.50% -- -- --
2023 2.68% 3.81% -4.89% 6.81%
2022 -14.11% -10.33% -11.30% 8.58%
2021 -0.16% 4.83% -6.47% -4.06%
2020 -25.02% 26.67% 12.92% 20.48%
2019 11.95% 0.29% -3.34% 9.53%
2018 0.85% -9.35% -4.98% -6.15%
2017 13.02% 6.45% 10.10% 6.16%
2016 0.85% 4.78% 7.33% -8.23%
2015 -0.34% 0.76% -14.26% 3.41%

2014 1.82% 6.54% -4.63% 0.28%
2013 2.29% -1.56% 8.89% 4.90%
2012 15.42% -7.31% 12.61% 2.27%
2011 -1.30% 0.61% -16.31% -0.12%

Rank in Category (By Total Return)

YTD 50
1-Month 15
3-Month 50
1-Year 59
3-Year 82
5-Year 80

Load Adjusted Returns

1-Year 8.09%
3-Year -8.17%
5-Year 1.19%
10-Year 2.54%

Performance & Risk

YTD Return 3.07%
5y Average Return 1.13%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Baron Capital Group, Inc.
Net Assets 4.22B
YTD Return 2.50%
Yield 0.67%
Morningstar Rating
Inception Date Dec 31, 2010

Fund Summary

The fund normally invests 80% of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets (EM) Index and other countries determined by the Adviser to be developing countries based on classifications made by the International Monetary Fund or on country characteristics similar to those of the countries in the EM index.

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