Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BIOPX (BARON OPPORTUNITY FUND BARON OPPORTUNITY FUND) | 10.38% | 42.29% | 22.74% | 14.09% | 18.11% | 16.38% | 13.81% | 10.42% |
Data as of 08/05/2025, AR inception is 03/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIOPX (BARON OPPORTUNITY FUND BARON OPPORTUNITY FUND) | 03/01/2000 | 08/05/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 42.29 | 22.74 | 14.09 | 18.11 | 16.38 | 13.81 | 10.42 | 10.38 | 39.88 | 49.55 | -42.96 | 11.90 | 88.78 | 40.34 | 8.06 | 40.57 | -4.88 | 1.06 | -1.68 | 37.55 | 13.69 | -6.16 | 25.43 | 61.80 | -46.06 | 21.10 | 12.14 | 7.05 | 25.59 | 73.80 | -29.01 | -3.62 | -38.98 |
| Sharpe Ratio | NA | 1.06 | 0.82 | 0.45 | 0.66 | NA | NA | 0.34 | 0.44 | 1.66 | 2.16 | -1.15 | 0.50 | 2.58 | 2.17 | 0.29 | 3.32 | -0.27 | 0.06 | -0.09 | 2.64 | 0.80 | -0.22 | 1.28 | 2.03 | -0.97 | 0.93 | 0.56 | 0.36 | 1.38 | 3.33 | -0.88 | -0.14 | -1.31 |
| Standard Deviation(%) | NA | 27.94 | 25.64 | 27.72 | 25.10 | NA | NA | 26.25 | 31.48 | 21.80 | 21.49 | 38.77 | 23.72 | 34.14 | 17.89 | 22.81 | 12.08 | 19.18 | 17.49 | 19.54 | 14.23 | 17.10 | 28.12 | 19.75 | 30.34 | 48.27 | 19.46 | 15.68 | 13.48 | 17.86 | 21.97 | 34.20 | 42.81 | 37.28 |
| Draw Down(%) | NA | 26.34 | 26.34 | 51.45 | 51.45 | NA | NA | 67.79 | 26.34 | 14.09 | 16.38 | 44.72 | 17.69 | 30.26 | 10.87 | 23.14 | 6.24 | 22.30 | 17.10 | 18.65 | 5.39 | 15.05 | 24.10 | 11.69 | 20.18 | 59.55 | 11.49 | 16.64 | 15.20 | 19.83 | 12.67 | 45.70 | 45.59 | 44.91 |
| Yield(%) | 0.00 | 6.09 | 2.64 | 5.30 | 8.99 | 11.00 | 11.27 | 8.07 | 0.00 | 6.76 | 0.00 | 0.00 | 9.15 | 12.00 | 9.62 | 5.37 | 18.72 | 11.74 | 10.03 | 5.33 | 7.73 | 1.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.26 |
Data as of 08/05/2025, AR inception is 03/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOPX (BARON OPPORTUNITY FUND BARON OPPORTUNITY FUND) |
-17.64%
Apr 2000 - Apr 2003 |
-3.54%
Feb 2004 - Feb 2009 |
2.11%
Aug 2000 - Aug 2010 |
5.42%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOPX (BARON OPPORTUNITY FUND BARON OPPORTUNITY FUND) |
43.65%
Dec 2018 - Dec 2021 |
36.55%
Feb 2016 - Feb 2021 |
21.18%
Sep 2011 - Sep 2021 |
18.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart