Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BARIX (BARON ASSET FUND INSTITUTIONAL SHARES) | 2.32% | 5.96% | 10.83% | 1.76% | 10.29% | 10.61% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BARIX (BARON ASSET FUND INSTITUTIONAL SHARES) | 06/04/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.66 | 5.96 | 10.83 | 1.76 | 10.29 | 10.61 | NA | … | … | 2.32 | 8.17 | 10.64 | 17.36 | -25.87 | 6.36 | 29.31 | 37.98 | 0.13 | 26.54 | 6.51 | 0.02 | 9.77 | 39.33 | 15.69 | -2.78 | 21.66 | 19.57 |
| Sharpe Ratio | NA | -0.14 | 0.35 | -0.11 | 0.40 | NA | NA | … | … | -1.02 | 0.28 | 0.51 | 0.88 | -0.92 | 0.33 | 0.85 | 2.54 | -0.07 | 2.97 | 0.40 | 0.00 | 0.70 | 3.14 | 1.08 | -0.10 | 1.11 | 1.89 |
| Standard Deviation(%) | NA | 14.53 | 15.65 | 19.72 | 19.98 | NA | NA | … | … | 12.87 | 19.12 | 13.76 | 15.65 | 29.75 | 19.20 | 33.86 | 14.39 | 18.07 | 8.74 | 15.75 | 14.77 | 13.86 | 12.51 | 14.58 | 27.33 | 19.51 | 19.12 |
| Draw Down(%) | NA | 10.68 | 17.78 | 41.72 | 41.72 | NA | NA | … | … | 10.42 | 17.78 | 8.05 | 14.70 | 35.98 | 14.37 | 34.10 | 8.40 | 22.39 | 4.07 | 14.91 | 11.95 | 9.50 | 5.85 | 11.87 | 24.03 | 15.68 | 7.90 |
| Yield(%) | 0.00 | 9.92 | 10.72 | 5.16 | 7.53 | 8.48 | 9.54 | … | … | 0.00 | 10.42 | 17.12 | 3.72 | 0.00 | 0.00 | 0.00 | 2.34 | 6.70 | 8.24 | 4.94 | 10.14 | 6.68 | 11.07 | 8.08 | 13.83 | 1.64 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARIX (BARON ASSET FUND INSTITUTIONAL SHARES) |
-5.04%
Apr 2021 – Apr 2024 |
-0.17%
Apr 2021 – Apr 2026 |
8.19%
Oct 2013 – Oct 2023 |
9.55%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARIX (BARON ASSET FUND INSTITUTIONAL SHARES) |
24.01%
Oct 2018 – Oct 2021 |
22.19%
Oct 2016 – Oct 2021 |
17.63%
Sep 2011 – Sep 2021 |
12.31%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart