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Baron Partners R6 (BPTUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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157.38+1.05 (+0.67%)
As of 08:07AM EST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return34.95%
5-year average return27.10%
Number of years up4
Number of years down2
Best 1-yr total return (5 Dec 2023)149.16%
Worst 1-yr total return (5 Dec 2023)N/A
Best 3-yr total return149.16%
Worst 3-yr total return23.50%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBPTUXCategory
YTD34.95%12.38%
1-month7.74%5.09%
3-month-1.27%10.28%
1-year16.18%41.70%
3-year4.39%22.56%
5-year27.10%21.98%
10-year0.00%15.99%
Last bull market65.18%25.99%
Last bear market-30.54%-17.29%

Annual total return (%) history

Year
BPTUXCategory
2023
N/AN/A
2022
-42.41%N/A
2021
31.73%N/A
2020
149.16%35.86%
2019
45.38%31.90%
2018
-1.75%-2.09%
2017
31.87%27.67%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202323.40%15.54%-7.18%N/A
2022-5.84%-30.54%9.99%-19.94%
2021-0.38%4.83%5.52%19.54%
2020-20.70%49.47%47.15%42.86%
201916.80%7.52%-1.66%17.72%
20183.50%11.60%2.14%-16.72%
201712.12%14.69%1.40%1.14%
20160.05%N/AN/AN/A

Rank in category (by total return)

YTD38
1-month8
3-month100
1-year89
3-year48
5-year1

Load adjusted returns

1-year10.10%
3-year5.71%
5-year26.48%
10-year18.65%