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BPTRX: BARON PARTNERS FUND BARON PARTNERS FUND (MUTUAL FUND)


Basic Info     183.62 5.31(2.81%) November 12

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Asset Class:Mid-Cap Growth
MyPlanIQ Rating: (98%)
Start Date:05/09/2003
Last Dividend Date:09/27/2022
12-Mo. Yield 0.00%
Expenses 1.69%
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Performance Analytics (As of 11/08/2024)

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Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
05/12/2003
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return(%) 14.8 15.0 31.9 -1.8 27.8 19.5 19.4 14.7 16.7 43.1 -42.5 31.3 148.8 45.0 -2.0 31.5 4.0 -2.7 10.3 47.6 16.4 -5.7 31.5 28.2 -46.7 11.4 21.5 14.4 42.4 36.2
Sharpe Ratio NA 0.33 0.86 -0.23 0.64 0.57 NA NA 0.56 1.36 -0.95 1.02 2.61 2.21 -0.14 2.34 0.17 -0.15 0.58 2.92 0.97 -0.18 1.43 0.94 -1.03 0.44 1.12 0.87 2.8 3.74
Draw Down(%) NA 18.2 20.1 48.3 51.3 51.3 NA NA 65.3 25.1 48.2 19.0 51.3 11.3 28.3 5.9 23.8 16.1 14.2 6.9 12.7 29.4 17.5 30.0 56.1 12.3 14.2 11.5 12.4 4.9
Standard Deviation(%) NA 26.9 26.3 35.6 39.5 31.4 NA NA 27.7 28.8 46.2 30.7 56.6 19.8 24.5 13.3 22.6 18.7 17.6 16.3 17.1 32.5 22.0 29.8 46.1 19.2 16.5 14.1 14.8 16.2
Treynor Ratio NA 0.08 0.19 -0.07 0.2 0.14 NA NA 0.14 0.3 -0.37 0.29 1.08 0.35 -0.03 0.26 0.03 -0.02 0.08 0.42 0.18 -0.05 0.33 0.29 -0.52 0.08 0.19 0.0 0.0 0.0
Alpha NA -0.03 -0.03 0.0 0.06 0.03 NA NA 0.03 0.05 -0.04 0.04 0.23 0.01 0.03 0.02 -0.01 0.0 -0.02 0.03 0.01 0.0 0.01 -0.04 -0.02 -0.02 0.05 NA NA NA
Beta NA 1.19 1.19 1.18 1.26 1.25 NA NA 1.1 1.29 1.2 1.08 1.37 1.25 1.23 1.2 1.29 1.1 1.21 1.14 0.93 1.11 0.95 0.96 0.92 1.01 0.94 NA NA NA
RSquared NA 0.42 0.44 0.58 0.64 0.67 NA NA 0.7 0.57 0.7 0.41 0.74 0.78 0.83 0.56 0.82 0.86 0.89 0.86 0.77 0.95 0.91 0.92 0.86 0.82 0.14 0.0 0.0 0.0
Yield(%) N/A 0.0 0.0 1.7 7.9 6.9 11.2 8.8 N/A 0.0 1.7 9.3 8.6 0.4 0.0 0.0 0.0 0.3 0.0 0.0 0.0 0.0 0.0 0.0 3.1 4.9 0.3 4.7 3.5 13.6
Dividend Growth(%) N/A N/A N/A -24.7 8079.1 732.3 N/A N/A N/A -100.0 -76.9 154.6 3232.6 N/A N/A N/A -100.0 N/A N/A N/A N/A N/A N/A -100.0 -34.8 1724.6 -92.2 82.9 -68.6 N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/2003

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