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Baron Partners Retail (BPTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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131.53+0.98 (+0.75%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-17.60%
5-year average return21.55%
Number of years up15
Number of years down5
Best 1-yr total return (22 Apr 2024)148.52%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return148.52%
Worst 3-yr total return2.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBPTRXCategory
YTD-9.06%12.38%
1-month-3.39%5.09%
3-month-9.06%10.28%
1-year5.52%41.70%
3-year-0.45%22.56%
5-year24.84%21.98%
10-year17.06%15.99%
Last bull market64.83%25.99%
Last bear market-30.59%-17.29%

Annual total return (%) history

Year
BPTRXCategory
2024
N/AN/A
2023
43.09%N/A
2022
-42.55%N/A
2021
31.39%N/A
2020
148.52%35.86%
2019
44.99%31.90%
2018
-2.01%-2.09%
2017
31.54%27.67%
2016
4.04%3.23%
2015
-2.71%3.60%
2014
10.26%10.00%
2013
47.63%33.92%
2012
16.40%15.34%
2011
-5.74%-2.46%
2010
31.52%15.53%
2009
28.20%35.68%
2008
-46.67%-40.67%
2007
11.34%13.35%
2006
21.55%7.05%
2005
14.37%6.71%
2004
42.35%7.81%
2003
N/A28.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-9.06%N/AN/AN/A
202323.31%15.47%-7.23%8.33%
2022-5.90%-30.59%9.92%-19.99%
2021-0.44%4.76%5.45%19.46%
2020-20.75%49.36%47.06%42.78%
201916.73%7.44%-1.72%17.63%
20183.43%11.52%2.06%-16.76%
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%N/AN/A

Rank in category (by total return)

YTD100
1-month100
3-month100
1-year100
3-year95
5-year1

Load adjusted returns

1-year5.52%
3-year-0.45%
5-year24.84%
10-year17.06%