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Baron International Growth Fund (BINIX)

25.75 -0.03 (-0.12%)
At close: 8:01 PM EDT

Fund Summary

The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of non-U.S. growth companies. It seeks to diversify its investments among several developed countries and developing countries throughout the world, although the fund may only invest up to 35% of its net assets in developing countries. Developing countries include countries in the MSCI Emerging Markets (EM) Index, countries in the MSCI Frontier Markets (FM) Index and other countries determined by the Adviser to be developing countries based on classifications.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.33%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 4

Performance & Risk

YTD Return -0.77%
5y Average Return 3.73%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
BINIXCategory AverageBINIXCategory AverageBINIXCategory Average
Alpha -6.9 0.05 -1.05 0.03 1.02 0.03
BETA 1.1 0.01 1.05 0.01 1.01 0.01
Mean Annual Return -0.3 0.01 0.55 0.01 0.53 0.01
R-squared 93.13 0.87 89.79 0.84 86.58 0.88
Standard Deviation 18.72 0.17 19.48 0.15 16.26 0.15
Sharpe Ratio -0.35 0.01 0.23 0.01 0.3 0.01
Treynor Ratio -7.43 0.11 2.5 0.11 3.64 0.08

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