Singapore markets closed

Baron Partners R6 (BPTUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
142.91+5.88 (+4.29%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-14.00%
5-year average return23.18%
Number of years up5
Number of years down2
Best 1-yr total return (23 Apr 2024)149.16%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return149.16%
Worst 3-yr total return2.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBPTUXCategory
YTD-9.00%12.38%
1-month-3.37%5.09%
3-month-9.00%10.28%
1-year5.79%41.70%
3-year-0.20%22.56%
5-year25.16%21.98%
10-year17.29%15.99%
Last bull market65.18%25.99%
Last bear market-30.54%-17.29%

Annual total return (%) history

Year
BPTUXCategory
2024
N/AN/A
2023
43.46%N/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
2024-9.00%N/AN/AN/A
202323.40%15.54%-7.18%8.39%
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)

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

Load adjusted returns

1-year5.79%
3-year-0.20%
5-year25.16%
10-year17.29%