Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) | -4.67% | 0.15% | 6.42% | 6.48% | 9.47% | 11.46% | NA | 12.33% |
Data as of 07/25/2025, AR inception is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) | 06/04/2009 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 0.15 | 6.42 | 6.48 | 9.47 | 11.46 | NA | 12.33 | -4.67 | -5.45 | 12.95 | -26.44 | 11.76 | 27.03 | 40.54 | -2.68 | 27.45 | 6.31 | -4.16 | 4.68 | 38.71 | 16.82 | 1.51 | 24.32 | 18.37 |
| Sharpe Ratio | NA | -0.16 | 0.17 | 0.23 | 0.38 | NA | NA | 0.58 | -0.51 | -0.66 | 0.54 | -0.97 | 0.59 | 0.67 | 2.67 | -0.22 | 3.03 | 0.40 | -0.29 | 0.34 | 3.16 | 1.25 | 0.06 | 1.35 | 1.96 |
| Standard Deviation(%) | NA | 19.23 | 18.47 | 20.21 | 21.10 | NA | NA | 19.62 | 22.03 | 18.27 | 16.38 | 28.68 | 19.87 | 39.99 | 14.66 | 17.84 | 8.90 | 15.38 | 14.53 | 13.54 | 12.23 | 13.56 | 26.00 | 18.00 | 17.23 |
| Draw Down(%) | NA | 20.53 | 20.53 | 34.60 | 41.12 | NA | NA | 41.12 | 18.43 | 16.22 | 14.97 | 33.56 | 14.03 | 41.12 | 8.43 | 25.20 | 4.78 | 13.73 | 12.07 | 10.28 | 5.17 | 8.69 | 23.99 | 14.15 | 6.32 |
| Yield(%) | 0.00 | 10.69 | 6.52 | 7.04 | 8.14 | 11.02 | 10.43 | 13.04 | 0.00 | 10.78 | 1.91 | 4.28 | 8.45 | 5.60 | 4.84 | 7.38 | 12.93 | 12.14 | 8.31 | 4.45 | 3.25 | 11.33 | 1.58 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) |
-2.58%
Oct 2021 - Oct 2024 |
5.67%
Mar 2015 - Mar 2020 |
8.96%
Apr 2015 - Apr 2025 |
10.77%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) |
30.98%
Dec 2018 - Dec 2021 |
24.09%
Oct 2016 - Oct 2021 |
17.65%
Sep 2011 - Sep 2021 |
13.16%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart