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Baron Asset Instl (BARIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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101.57-0.65 (-0.64%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.70%
5-year average return7.90%
Number of years up12
Number of years down2
Best 1-yr total return (17 Apr 2024)39.25%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return39.25%
Worst 3-yr total return-0.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBARIXCategory
YTD6.00%10.80%
1-month2.06%4.43%
3-month6.00%7.00%
1-year18.08%48.17%
3-year2.09%21.26%
5-year9.98%20.18%
10-year11.06%14.07%
Last bull market34.95%27.14%
Last bear market-21.09%-21.26%

Annual total return (%) history

Year
BARIXCategory
2024
N/AN/A
2023
17.35%N/A
2022
-25.88%N/A
2021
14.22%N/A
2020
33.33%39.26%
2019
37.96%32.52%
2018
0.14%-6.65%
2017
26.49%23.91%
2016
6.51%6.03%
2015
0.20%-0.95%
2014
9.77%7.00%
2013
39.25%34.93%
2012
15.63%14.07%
2011
-2.68%-3.96%
2010
21.66%24.61%
2009
N/A39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.00%N/AN/AN/A
20235.34%3.63%-4.42%12.45%
2022-14.52%-21.09%-2.07%12.21%
2021-1.03%10.03%-0.14%5.04%
2020-16.63%28.02%8.43%15.21%
201920.40%9.92%-2.35%6.75%
20184.68%5.76%8.13%-16.35%
201710.17%7.71%3.38%3.10%
2016-1.52%2.79%5.15%0.06%
20153.52%0.76%-8.25%4.70%
20140.67%3.66%-1.40%6.69%
201314.28%0.74%9.28%10.69%
201214.37%-6.04%6.16%1.35%
20116.99%0.98%-17.78%9.56%
20106.31%-8.62%9.99%13.86%
200915.17%5.98%N/AN/A

Rank in category (by total return)

YTD86
1-month75
3-month86
1-year78
3-year53
5-year68

Load adjusted returns

1-year18.08%
3-year2.09%
5-year9.98%
10-year11.06%