Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BENUX (Baron Energy and Resources Fund R6 Shs) | NA | -13.64% | -9.48% | NA | NA | NA | NA | -9.58% |
Data as of 11/29/2019, AR inception is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BENUX (Baron Energy and Resources Fund R6 Shs) | 09/01/2016 | 11/29/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.64 | -9.48 | NA | NA | NA | NA | -9.58 | 1.44 | -25.12 | -8.58 | 6.43 |
| Sharpe Ratio | NA | -1.08 | -0.53 | NA | NA | NA | NA | -0.49 | 0.02 | -1.04 | -0.45 | 0.77 |
| Standard Deviation(%) | NA | 14.05 | 20.03 | NA | NA | NA | NA | 20.39 | 7.79 | 25.52 | 20.41 | 26.37 |
| Draw Down(%) | NA | 22.22 | 38.98 | NA | NA | NA | NA | 38.98 | 7.07 | 37.21 | 25.91 | 9.78 |
| Yield(%) | 0.00 | 0.00 | 0.04 | 0.02 | 0.01 | 0.01 | 0.01 | 0.04 | 0.00 | 0.00 | 0.10 | 0.00 |
Data as of 11/29/2019, AR inception is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BENUX (Baron Energy and Resources Fund R6 Shs) |
-8.54%
Oct 2016 - Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BENUX (Baron Energy and Resources Fund R6 Shs) |
-8.54%
Oct 2016 - Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart