Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEXIX (BARON EMERGING MARKETS FUND INSTITUTIONAL SHARES) | 20.75% | 39.46% | 20.77% | 3.86% | 8.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEXIX (BARON EMERGING MARKETS FUND INSTITUTIONAL SHARES) | 03/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.46 | 20.77 | 3.86 | 8.64 | NA | NA | … | … | 20.75 | 30.11 | 7.91 | 8.29 | -25.82 | -6.06 | 29.71 | 18.86 | -18.48 | 40.63 | 4.08 | -10.97 | 3.75 | 15.02 | 8.57 |
| Sharpe Ratio | NA | 1.91 | 1.04 | 0.08 | 0.39 | NA | NA | … | … | 2.11 | 1.55 | 0.31 | 0.35 | -1.24 | -0.38 | 0.93 | 1.34 | -1.30 | 4.68 | 0.26 | -0.74 | 0.37 | 1.27 | 0.84 |
| Standard Deviation(%) | NA | 19.42 | 16.94 | 17.50 | 18.10 | NA | NA | … | … | 24.91 | 17.61 | 14.03 | 13.52 | 22.01 | 15.98 | 31.54 | 12.99 | 15.38 | 8.59 | 15.08 | 14.94 | 10.02 | 11.85 | 12.77 |
| Draw Down(%) | NA | 13.32 | 16.63 | 42.00 | 45.58 | NA | NA | … | … | 13.32 | 14.42 | 9.51 | 13.22 | 35.88 | 19.90 | 35.09 | 9.64 | 26.50 | 4.07 | 12.18 | 20.43 | 8.70 | 12.50 | 12.98 |
| Yield(%) | 0.00 | 2.31 | 1.49 | 0.93 | 1.15 | 1.07 | 0.80 | … | … | 0.00 | 2.59 | 0.88 | 0.73 | 0.00 | 1.73 | 0.44 | 0.55 | 0.39 | 0.62 | 0.42 | 0.34 | 0.47 | 0.00 | 1.84 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BEXIX (BARON EMERGING MARKETS FUND INSTITUTIONAL SHARES) |
-10.97%
Jan 2021 – Jan 2024 |
-4.00%
Oct 2017 – Oct 2022 |
1.67%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEXIX (BARON EMERGING MARKETS FUND INSTITUTIONAL SHARES) |
21.53%
May 2023 – May 2026 |
15.53%
Feb 2016 – Feb 2021 |
8.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart