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Baron Partners Fund Institutional Shares (BPTIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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196.99+0.51 (+0.26%)
As of 08:06AM EST. Market open.

Performance overview

Morningstar return rating★★★★★
Year-to-date return10.91%
5-year average return11.07%
Number of years up8
Number of years down3
Best 1-yr total return (3 Feb 2019)149.18%
Worst 1-yr total return (3 Feb 2019)-5.52%
Best 3-yr total return149.18%
Worst 3-yr total return4.00%

Trailing returns (%) vs. Benchmarks

ReturnBPTIXCategory
YTD26.00%12.38%
1-month-12.87%5.09%
3-month15.00%10.28%
1-year39.99%41.70%
3-year59.84%22.56%
5-year34.96%21.98%
10-year27.52%15.99%
Last bull market29.73%25.99%
Last bear market-24.98%-17.29%

Annual total return (%) history

Year
BPTIXCategory
2021
N/AN/A
2020
149.18%35.86%
2019
45.38%31.90%
2018
-1.75%-2.09%
2017
31.91%27.67%
2016
4.29%3.23%
2015
-2.43%3.60%
2014
10.56%10.00%
2013
48.02%33.92%
2012
16.70%15.34%
2011
-5.52%-2.46%
2010
31.93%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-0.38%4.83%5.52%N/A
2020-20.70%49.47%47.15%42.87%
201916.80%7.50%-1.66%17.74%
20183.50%11.60%2.14%-16.72%
201712.15%14.69%1.40%1.14%
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)

YTD97
1-month59
3-month98
1-year1
3-year1
5-year1

Load adjusted returns

1-year119.55%
3-year47.64%
5-year38.45%
10-year23.88%