Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFIIX (Baron FinTech Fund Institutional Shares) | 0.00% | -2.15% | 13.82% | 4.53% | NA | NA | NA | … | … |
Data as of 01/23/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFIIX (Baron FinTech Fund Institutional Shares) | 01/02/2020 | 01/23/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.15 | 13.82 | 4.53 | NA | NA | NA | … | … | 0.00 | 1.48 | 23.14 | 27.31 | -34.22 | 15.35 | 47.20 |
| Sharpe Ratio | NA | -0.25 | 0.63 | 0.09 | NA | NA | NA | … | … | 0.00 | -0.07 | 1.22 | 1.45 | -1.08 | 0.77 | 1.31 |
| Standard Deviation(%) | NA | 20.09 | 16.67 | 21.60 | NA | NA | NA | … | … | 0.00 | 20.64 | 13.52 | 16.10 | 32.99 | 19.98 | 35.87 |
| Draw Down(%) | NA | 18.02 | 18.28 | 43.82 | NA | NA | NA | … | … | 0.00 | 18.02 | 7.22 | 12.41 | 38.75 | 14.44 | 34.34 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.21 | 0.15 | 0.10 | 0.07 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.88 | 0.00 | 0.00 |
Data as of 01/23/2026, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFIIX (Baron FinTech Fund Institutional Shares) |
-4.06%
Jun 2021 – Jun 2024 |
4.13%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFIIX (Baron FinTech Fund Institutional Shares) |
20.36%
Jun 2022 – Jun 2025 |
14.90%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart