Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BENFX (BARON ENERGY AND RESOURCES FUND BARON ENERGY AND RESOURCES FUND) | NA | -14.05% | -9.76% | -9.59% | NA | NA | NA | … | … |
Data as of 11/29/2019, Common starting date is 03/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BENFX (BARON ENERGY AND RESOURCES FUND BARON ENERGY AND RESOURCES FUND) | 03/12/2012 | 11/29/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.05 | -9.76 | -9.59 | NA | NA | NA | … | … | 1.31 | -25.52 | -8.89 | 28.02 | -31.88 | -12.75 | 25.31 | -7.98 |
| Sharpe Ratio | NA | -1.09 | -0.54 | -0.46 | NA | NA | NA | … | … | 0.00 | -1.05 | -0.47 | 0.97 | -1.10 | -0.53 | 1.65 | -0.47 |
| Standard Deviation(%) | NA | 14.23 | 20.07 | 24.17 | NA | NA | NA | … | … | 7.75 | 25.64 | 20.38 | 28.47 | 28.97 | 24.20 | 15.35 | 21.06 |
| Draw Down(%) | NA | 22.48 | 39.45 | 51.90 | NA | NA | NA | … | … | 7.05 | 37.47 | 26.00 | 21.05 | 41.68 | 36.64 | 8.80 | 21.12 |
| Yield(%) | 0.00 | 0.00 | 0.04 | 0.03 | 0.03 | 0.02 | 0.01 | … | … | 0.00 | 0.00 | 0.10 | 0.00 | 0.07 | 0.00 | 0.14 | 0.00 |
Data as of 11/29/2019, Common starting date is 03/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BENFX (BARON ENERGY AND RESOURCES FUND BARON ENERGY AND RESOURCES FUND) |
-19.61%
Aug 2014 – Aug 2017 |
-15.44%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BENFX (BARON ENERGY AND RESOURCES FUND BARON ENERGY AND RESOURCES FUND) |
7.47%
May 2012 – May 2015 |
-1.94%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart