Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BARUX (BARON ASSET FUND CLASS R6) | 2.31% | 5.96% | 10.83% | 3.20% | 12.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BARUX (BARON ASSET FUND CLASS R6) | 01/29/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.66 | 5.96 | 10.83 | 3.20 | 12.21 | NA | NA | … | … | 2.31 | 8.17 | 10.64 | 17.35 | -25.88 | 14.18 | 33.32 | 38.01 | 0.11 | 35.99 | 15.80 |
| Sharpe Ratio | NA | -0.14 | 0.35 | -0.04 | 0.50 | NA | NA | … | … | -1.02 | 0.28 | 0.51 | 0.88 | -0.92 | 0.81 | 0.98 | 2.54 | -0.07 | 3.03 | 1.16 |
| Standard Deviation(%) | NA | 14.54 | 15.65 | 19.42 | 19.95 | NA | NA | … | … | 12.88 | 19.12 | 13.77 | 15.66 | 29.75 | 17.57 | 33.69 | 14.39 | 18.07 | 11.71 | 14.62 |
| Draw Down(%) | NA | 10.69 | 17.77 | 37.44 | 37.44 | NA | NA | … | … | 10.41 | 17.77 | 8.05 | 14.71 | 35.99 | 11.09 | 34.10 | 8.40 | 22.39 | 4.07 | 7.52 |
| Yield(%) | 0.00 | 9.92 | 10.73 | 6.64 | 10.41 | 7.74 | 5.80 | … | … | 0.00 | 10.42 | 17.13 | 3.73 | 0.00 | 7.85 | 3.73 | 2.34 | 6.70 | 16.49 | 5.24 |
Data as of 06/04/2026, Common starting date is 01/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARUX (BARON ASSET FUND CLASS R6) |
-2.78%
Apr 2021 – Apr 2024 |
1.25%
Apr 2021 – Apr 2026 |
11.49%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARUX (BARON ASSET FUND CLASS R6) |
28.07%
Dec 2018 – Dec 2021 |
24.72%
Oct 2016 – Oct 2021 |
13.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart