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Baron Energy and Resources Institutional (BENIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.90-0.01 (-0.13%)
At close: 5:21PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-19.32%
5-Year Average Return-4.41%
Number of Years Up2
Number of Years Down3
Best 1 Yr Total Return (Aug 30, 2017)28.31%
Worst 1 Yr Total Return (Aug 30, 2017)-31.73%
Best 3-Yr Total Return28.31%
Worst 3-Yr Total Return-9.16%

Trailing Returns (%) Vs. Benchmarks

ReturnBENIXCategory
YTD-19.32%-19.93%
1-Month-6.96%-6.21%
3-Month-9.37%-5.63%
1-Year-14.04%-9.69%
3-Year-19.40%-19.33%
5-Year-4.41%-6.31%
10-Year0.00%-3.15%
Last Bull Market0.20%20.74%
Last Bear Market0.00%-32.33%

Annual Total Return (%) History

Year
BENIXCategory
2017
N/AN/A
2016
28.31%29.22%
2015
-31.73%-27.39%
2014
-12.59%-16.65%
2013
25.63%22.85%
2012
-5.20%1.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2017-0.44%-13.45%N/AN/A
2016-3.94%17.16%9.89%3.76%
20151.73%0.19%-30.57%-3.53%
20146.38%13.81%-8.81%-20.84%
201311.71%-5.19%12.95%5.03%
20120.40%-13.15%7.68%0.96%

Rank In Category (By Total Return)

YTD43
1-Month65
3-Month76
1-Year72
3-Year56
5-Year47

Load Adjusted Returns

1-Year-14.04%
3-Year-19.40%
5-Year-4.41%
10-YearN/A