BIOIX - Baron Opportunity Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return32.68%
5-Year Average Return11.54%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Sep 29, 2017)37.90%
Worst 1 Yr Total Return (Sep 29, 2017)-5.93%
Best 3-Yr Total Return37.90%
Worst 3-Yr Total Return-1.54%

Trailing Returns (%) Vs. Benchmarks

ReturnBIOIXCategory
YTD32.68%16.84%
1-Month0.42%2.84%
3-Month3.41%4.63%
1-Year24.65%18.18%
3-Year10.02%9.13%
5-Year11.54%12.62%
10-Year7.65%6.92%
Last Bull Market22.24%26.83%
Last Bear Market-19.92%-21.70%

Annual Total Return (%) History

Year
BIOIXCategory
2017
N/AN/A
2016
-4.56%6.03%
2015
1.45%-0.95%
2014
-1.40%7.00%
2013
37.90%34.93%
2012
14.04%14.07%
2011
-5.93%-3.96%
2010
25.74%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201715.09%11.48%3.41%N/A
2016-7.76%3.44%6.47%-6.05%
20154.10%2.90%-12.09%7.72%
2014-0.81%0.25%-4.35%3.67%
20138.94%4.31%11.95%8.40%
201217.07%-6.82%5.78%-1.17%
20117.17%1.09%-17.88%5.74%
20104.77%-8.11%15.21%13.36%
200918.00%8.66%N/AN/A

Rank In Category (By Total Return)

YTD1
1-Month99
3-Month76
1-Year6
3-Year35
5-Year72

Load Adjusted Returns

1-Year24.65%
3-Year10.02%
5-Year11.54%
10-Year7.65%