Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BARAX (BARON ASSET FUND BARON ASSET FUND) 1.23% -6.67% 4.74% 1.79% 6.73% 9.25% 8.04% 9.97%
More Performance Analytics Comparison
Name Start Date End Date
BARAX (BARON ASSET FUND BARON ASSET FUND) 12/21/1987 05/08/2025
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 12/21/1987.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 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 (%) 3.24 -6.67 4.74 1.79 6.73 9.25 8.04 9.97 1.23 -6.89 12.89 -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 -0.49 -0.16 0.00 0.23 NA NA 0.39 -0.14 -0.60 0.54 -0.93 0.29 0.84 2.52 -0.08 2.94 0.38 -0.02 0.68 3.11 1.06 -0.11 1.09 1.08 -1.05 0.46 0.95 0.85 2.15 1.60 -0.82 -0.47 -0.13 0.57 0.04 2.22 1.45 3.26 0.40 1.84 0.84 2.46 -1.36 0.66 1.91 -2.66
Standard Deviation(%) NA 25.54 22.78 22.43 20.96 NA NA 19.81 24.91 22.47 16.01 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 30.39 30.39 42.02 42.02 NA NA 57.35 17.82 20.27 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 0.00 0.00 0.00 3.15 5.71 5.45 18.34 0.00 0.00 0.00 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
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