BPTIX - Baron Partners Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return30.42%
5-Year Average Return17.39%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Sep 29, 2017)48.02%
Worst 1 Yr Total Return (Sep 29, 2017)-5.52%
Best 3-Yr Total Return48.02%
Worst 3-Yr Total Return4.00%

Trailing Returns (%) Vs. Benchmarks

ReturnBPTIXCategory
YTD30.42%16.84%
1-Month1.42%2.84%
3-Month1.40%4.63%
1-Year30.46%18.18%
3-Year11.83%9.13%
5-Year17.39%12.62%
10-Year7.33%6.92%
Last Bull Market29.73%26.83%
Last Bear Market-24.98%-21.70%

Annual Total Return (%) History

Year
BPTIXCategory
2017
N/AN/A
2016
4.29%6.03%
2015
-2.43%-0.95%
2014
10.56%7.00%
2013
48.02%34.93%
2012
16.70%14.07%
2011
-5.52%-3.96%
2010
31.93%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201712.15%14.69%1.40%N/A
2016-2.66%3.27%3.71%0.03%
20152.63%3.29%-10.51%2.84%
20145.46%4.47%-4.76%5.37%
201318.74%1.89%11.07%10.16%
201213.99%-6.47%6.63%2.66%
20117.16%-1.31%-21.68%14.07%
201010.03%-8.76%11.51%17.86%
200917.40%5.03%N/AN/A

Rank In Category (By Total Return)

YTD2
1-Month94
3-Month99
1-Year2
3-Year11
5-Year2

Load Adjusted Returns

1-Year30.46%
3-Year11.83%
5-Year17.39%
10-Year7.33%