Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BARAX (BARON ASSET FUND BARON ASSET FUND) | 2.21% | 5.69% | 10.55% | 1.42% | 9.94% | 10.28% | 8.48% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BARAX (BARON ASSET FUND BARON ASSET FUND) | 12/21/1987 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.65 | 5.69 | 10.55 | 1.42 | 9.94 | 10.28 | 8.48 | … | … | 2.21 | 7.89 | 10.35 | 17.05 | -26.06 | 5.71 | 28.79 | 37.64 | -0.15 | 26.18 | 6.24 | -0.26 | 9.50 | 38.97 | 15.37 | -3.03 | 21.29 | 31.72 | -40.84 | 10.16 | 14.65 | 12.50 | 27.18 | 27.34 | -19.91 | -10.09 | 0.22 | 16.28 | 4.27 | 33.89 | 22.00 | 35.23 | 7.42 | 23.48 | 13.90 | 34.00 | -18.49 | 15.13 | 27.90 | -1.69 |
| Sharpe Ratio | NA | -0.15 | 0.33 | -0.13 | 0.38 | NA | NA | … | … | -1.04 | 0.26 | 0.49 | 0.86 | -0.93 | 0.29 | 0.84 | 2.51 | -0.09 | 2.93 | 0.38 | -0.02 | 0.68 | 3.11 | 1.06 | -0.11 | 1.09 | 1.08 | -1.05 | 0.45 | 0.94 | 0.84 | 2.15 | 1.60 | -0.82 | -0.47 | -0.13 | 0.56 | 0.03 | 2.21 | 1.44 | 3.25 | 0.39 | 1.84 | 0.83 | 2.45 | -1.38 | 0.65 | 1.89 | -2.69 |
| Standard Deviation(%) | NA | 14.53 | 15.65 | 19.75 | 19.99 | NA | NA | … | … | 12.85 | 19.12 | 13.76 | 15.66 | 29.75 | 19.35 | 33.86 | 14.39 | 18.07 | 8.74 | 15.75 | 14.77 | 13.87 | 12.51 | 14.58 | 27.32 | 19.53 | 29.20 | 39.79 | 15.69 | 12.04 | 12.12 | 12.20 | 16.68 | 25.58 | 27.05 | 30.82 | 22.97 | 24.05 | 13.63 | 12.63 | 9.62 | 11.05 | 11.56 | 13.67 | 12.23 | 17.35 | 14.20 | 12.14 | 18.78 |
| Draw Down(%) | NA | 10.75 | 17.82 | 42.02 | 42.02 | NA | NA | … | … | 10.46 | 17.82 | 8.07 | 14.76 | 36.06 | 14.70 | 34.12 | 8.44 | 22.44 | 4.08 | 14.95 | 12.00 | 9.53 | 5.87 | 11.94 | 24.06 | 15.72 | 27.00 | 51.94 | 9.72 | 11.70 | 8.80 | 10.81 | 14.81 | 32.41 | 36.60 | 21.46 | 23.72 | 38.20 | 11.59 | 16.08 | 6.08 | 8.97 | 9.32 | 15.91 | 6.37 | 31.15 | 17.10 | 5.04 | 3.44 |
| Yield(%) | 0.00 | 10.67 | 11.33 | 5.40 | 7.72 | 8.53 | 7.03 | … | … | 0.00 | 11.20 | 18.16 | 3.93 | 0.01 | 0.00 | 0.00 | 2.43 | 6.93 | 8.48 | 5.06 | 10.34 | 6.78 | 11.20 | 8.14 | 13.89 | 1.65 | 1.56 | 3.27 | 3.46 | 8.28 | 5.44 | 6.83 | 0.00 | 2.68 | 7.93 | 8.08 | 0.00 | 0.09 | 0.00 | 0.13 | 0.16 | 3.14 | 4.39 | 1.03 | 0.30 | 1.34 | 1.20 | 0.46 | 0.25 |
Data as of 06/04/2026, Common starting date is 12/21/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARAX (BARON ASSET FUND BARON ASSET FUND) |
-15.72%
Feb 2006 – Feb 2009 |
-5.98%
Mar 1998 – Mar 2003 |
-0.47%
Mar 1999 – Mar 2009 |
5.17%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARAX (BARON ASSET FUND BARON ASSET FUND) |
30.35%
Mar 1995 – Mar 1998 |
25.91%
Sep 1992 – Sep 1997 |
20.86%
Oct 1990 – Oct 2000 |
14.66%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart