Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BENIX (BARON ENERGY AND RESOURCES FUND INSTITUTIONAL SHARES) | NA | -13.72% | -9.54% | -9.36% | NA | NA | NA | -6.71% |
Data as of 11/29/2019, AR inception is 03/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BENIX (BARON ENERGY AND RESOURCES FUND INSTITUTIONAL SHARES) | 03/12/2012 | 11/29/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.72 | -9.54 | -9.36 | NA | NA | NA | -6.71 | 1.44 | -25.18 | -8.68 | 28.31 | -31.73 | -12.59 | 25.63 | -7.78 |
| Sharpe Ratio | NA | -1.08 | -0.53 | -0.45 | NA | NA | NA | -0.29 | 0.02 | -1.04 | -0.46 | 0.98 | -1.10 | -0.52 | 1.67 | -0.46 |
| Standard Deviation(%) | NA | 14.03 | 20.05 | 24.17 | NA | NA | NA | 22.62 | 7.69 | 25.58 | 20.44 | 28.50 | 28.95 | 24.15 | 15.33 | 21.05 |
| Draw Down(%) | NA | 22.26 | 38.99 | 51.76 | NA | NA | NA | 61.28 | 7.07 | 37.23 | 25.89 | 20.99 | 41.61 | 36.55 | 8.77 | 21.03 |
| Yield(%) | 0.00 | 0.00 | 0.04 | 0.03 | 0.02 | 0.01 | 0.01 | 0.02 | 0.00 | 0.00 | 0.10 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 |
Data as of 11/29/2019, AR inception is 03/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BENIX (BARON ENERGY AND RESOURCES FUND INSTITUTIONAL SHARES) |
-19.40%
Aug 2014 - Aug 2017 |
-15.21%
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 |
|---|---|---|---|---|
| BENIX (BARON ENERGY AND RESOURCES FUND INSTITUTIONAL SHARES) |
7.68%
May 2012 - May 2015 |
-1.71%
May 2012 - May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart