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Baron Asset Instl (BARIX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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72.11-0.10 (-0.14%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return18.67%
5-Year Average Return15.81%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Jun 29, 2017)39.25%
Worst 1 Yr Total Return (Jun 29, 2017)-2.68%
Best 3-Yr Total Return39.25%
Worst 3-Yr Total Return5.42%

Trailing Returns (%) Vs. Benchmarks

ReturnBARIXCategory
YTD18.67%12.37%
1-Month1.09%0.98%
3-Month7.71%4.68%
1-Year24.85%18.58%
3-Year10.03%6.86%
5-Year15.81%12.72%
10-Year7.69%6.81%
Last Bull Market25.42%26.64%
Last Bear Market-19.71%-21.75%

Annual Total Return (%) History

Year
BARIXCategory
2017
N/AN/A
2016
6.51%6.03%
2015
0.20%-0.95%
2014
9.77%7.00%
2013
39.25%34.93%
2012
15.63%14.07%
2011
-2.68%-3.96%
2010
21.66%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201710.17%7.71%N/AN/A
2016-1.52%2.79%5.15%0.06%
20153.52%0.76%-8.25%4.70%
20140.67%3.66%-1.40%6.69%
201314.28%0.74%9.28%10.69%
201214.37%-6.04%6.16%1.35%
20116.99%0.98%-17.78%9.56%
20106.31%-8.62%9.99%13.86%
200915.17%5.98%N/AN/A

Rank In Category (By Total Return)

YTD7
1-Month43
3-Month6
1-Year7
3-Year10
5-Year8

Load Adjusted Returns

1-Year24.85%
3-Year10.03%
5-Year15.81%
10-Year7.69%