BEXFX - Baron Emerging Markets Retail

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return40.34%
5-Year Average Return8.95%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)40.34%
Worst 1 Yr Total Return (Dec 30, 2017)-17.20%
Best 3-Yr Total Return40.34%
Worst 3-Yr Total Return-1.57%

Trailing Returns (%) Vs. Benchmarks

ReturnBEXFXCategory
YTD40.34%34.17%
1-Month4.64%3.55%
3-Month6.09%6.27%
1-Year40.34%34.17%
3-Year8.96%7.95%
5-Year8.95%4.09%
10-Year0.00%1.63%
Last Bull Market14.72%17.64%
Last Bear Market-18.57%-25.40%

Annual Total Return (%) History

Year
BEXFXCategory
2017
40.34%34.17%
2016
3.75%8.47%
2015
-11.16%-13.79%
2014
3.47%-3.01%
2013
14.71%-0.14%
2012
22.98%18.15%
2011
-17.20%-19.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201712.97%6.39%10.07%6.09%
20160.76%4.69%7.26%-8.31%
2015-0.42%0.76%-14.31%3.33%
20141.73%6.56%-4.80%0.25%
20132.29%-1.65%8.79%4.81%
201215.34%-7.33%12.54%2.24%
2011-1.30%0.51%-16.43%-0.12%

Rank In Category (By Total Return)

YTD22
1-Month14
3-Month59
1-Year22
3-Year39
5-Year3

Load Adjusted Returns

1-Year40.34%
3-Year8.96%
5-Year8.95%
10-YearN/A