BPTRX - Baron Partners Retail

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return16.88%
5-Year Average Return14.15%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Jul 30, 2018)47.63%
Worst 1 Yr Total Return (Jul 30, 2018)-46.67%
Best 3-Yr Total Return47.63%
Worst 3-Yr Total Return-10.30%

Trailing Returns (%) Vs. Benchmarks

ReturnBPTRXCategory
YTD16.88%8.43%
1-Month1.33%1.88%
3-Month11.40%6.69%
1-Year20.62%18.47%
3-Year13.01%10.03%
5-Year14.15%11.45%
10-Year11.40%10.02%
Last Bull Market29.52%26.86%
Last Bear Market-25.07%-21.60%

Annual Total Return (%) History

Year
BPTRXCategory
2018
N/AN/A
2017
31.54%23.91%
2016
4.04%6.03%
2015
-2.71%-0.95%
2014
10.26%7.00%
2013
47.63%34.93%
2012
16.40%14.07%
2011
-5.74%-3.96%
2010
31.52%24.61%
2009
28.20%39.11%
2008
-46.67%-43.77%
2007
11.34%15.09%
2006
21.55%9.00%
2005
14.37%9.84%
2004
42.35%13.23%
2003
34.95%35.96%
2002
-18.07%-27.24%
2001
-15.71%-19.98%
2000
4.82%-4.78%
1999
18.42%60.49%
1998
11.68%18.76%
1997
49.88%17.98%
1996
16.13%18.11%
1995
36.94%34.57%
1994
4.76%-1.85%
1993
28.78%13.88%
1992
N/A7.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20183.43%11.52%N/AN/A
201712.03%14.62%1.34%1.08%
2016-2.72%3.20%3.66%-0.03%
20152.56%3.21%-10.56%2.77%
20145.37%4.41%-4.86%5.33%
201318.65%1.79%11.01%10.11%
201213.87%-6.52%6.54%2.64%
20117.15%-1.41%-21.72%14.00%
20109.97%-8.84%11.42%17.74%
2009-11.23%17.27%17.24%5.04%
2008-13.68%-1.90%-7.39%-32.00%
20072.87%3.71%11.31%-6.24%
200612.81%-2.65%1.14%9.43%
2005-0.74%5.39%2.97%6.17%
200412.69%4.11%2.32%18.58%
20036.14%15.49%6.14%15.49%
20024.19%-7.32%-21.93%8.68%
2001-29.23%19.42%-27.37%37.32%
200024.82%-13.42%10.68%-12.36%
199921.86%4.66%-22.53%19.85%
199811.21%-6.57%-31.13%56.07%
1997-8.49%36.06%24.58%-3.37%
199611.04%6.81%-0.50%-1.59%
199511.63%10.37%18.63%-6.31%
1994-3.44%-3.81%17.16%-3.73%
19939.72%12.14%11.64%-6.25%
19923.78%3.10%10.17%N/A

Rank In Category (By Total Return)

YTD4
1-Month76
3-Month3
1-Year30
3-Year15
5-Year8

Load Adjusted Returns

1-Year20.62%
3-Year13.01%
5-Year14.15%
10-Year11.40%