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Baron Asset Retail (BARAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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70.53+0.45 (+0.64%)
At close: 6:45PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return20.24%
5-Year Average Return15.11%
Number of Years Up23
Number of Years Down6
Best 1 Yr Total Return (Aug 30, 2017)38.88%
Worst 1 Yr Total Return (Aug 30, 2017)-40.75%
Best 3-Yr Total Return38.88%
Worst 3-Yr Total Return-9.23%

Trailing Returns (%) Vs. Benchmarks

ReturnBARAXCategory
YTD20.24%13.62%
1-Month-0.53%0.13%
3-Month2.58%2.79%
1-Year19.25%14.93%
3-Year9.47%6.80%
5-Year15.11%12.35%
10-Year7.88%7.03%
Last Bull Market25.22%26.71%
Last Bear Market-19.80%-21.74%

Annual Total Return (%) History

Year
BARAXCategory
2017
N/AN/A
2016
6.23%6.03%
2015
-0.08%-0.95%
2014
9.48%7.00%
2013
38.88%34.93%
2012
15.31%14.07%
2011
-2.93%-3.96%
2010
21.29%24.61%
2009
31.70%39.11%
2008
-40.75%-43.77%
2007
10.13%15.09%
2006
14.64%9.00%
2005
12.46%9.84%
2004
27.13%13.23%
2003
27.34%35.96%
2002
-19.99%-27.24%
2001
-10.12%-19.98%
2000
0.36%-4.78%
1999
16.28%60.49%
1998
4.27%18.76%
1997
33.89%17.98%
1996
21.96%18.11%
1995
35.28%34.57%
1994
7.42%-1.85%
1993
23.48%13.88%
1992
13.90%7.07%
1991
34.00%49.71%
1990
-18.49%-5.37%
1989
24.97%29.88%
1988
34.42%13.53%
1987
N/A1.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201710.07%7.64%N/AN/A
2016-1.59%2.74%5.06%0.01%
20153.44%0.70%-8.31%4.63%
20140.60%3.59%-1.47%6.63%
201314.20%0.68%9.20%10.62%
201214.31%-6.11%6.08%1.29%
20116.93%0.91%-17.84%9.48%
20106.23%-8.70%9.93%13.76%
2009-10.52%20.73%15.09%5.94%
2008-11.76%0.20%-7.56%-27.51%
20072.89%5.57%2.48%-1.07%
20069.33%-2.62%0.25%7.40%
2005-0.61%2.66%5.47%4.51%
20047.69%2.52%-1.03%16.35%
2003-7.09%17.73%6.37%9.44%
20026.03%-8.02%-17.78%-0.21%
2001-16.57%9.30%-18.91%21.55%
200010.24%-10.46%9.21%-6.90%
19997.18%11.93%-14.94%13.96%
199810.66%-2.76%-23.45%26.58%
1997-3.45%19.33%13.63%2.28%
199614.79%7.35%-3.14%2.17%
199510.36%6.18%13.61%1.62%
1994-1.99%-1.40%11.86%-0.63%
19936.15%4.68%11.22%-0.07%
19926.43%-8.61%6.02%10.46%
199118.13%-0.50%7.17%6.39%
1990-5.39%3.24%-24.02%9.83%
198914.61%8.88%7.22%-6.60%
198814.46%9.69%2.37%4.60%
198711.58%-13.83%N/AN/A

Rank In Category (By Total Return)

YTD11
1-Month75
3-Month51
1-Year15
3-Year14
5-Year12

Load Adjusted Returns

1-Year19.25%
3-Year9.47%
5-Year15.11%
10-Year7.88%