Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIOUX (BARON OPPORTUNITY FUND R6 SHARES) | 13.83% | 31.06% | 29.45% | 12.25% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIOUX (BARON OPPORTUNITY FUND R6 SHARES) | 09/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.36 | 31.06 | 29.45 | 12.25 | NA | NA | NA | … | … | 13.83 | 19.74 | 40.25 | 49.96 | -42.83 | 12.18 | 89.36 | 40.63 | 8.35 | 40.95 | -4.11 |
| Sharpe Ratio | NA | 1.49 | 1.12 | 0.33 | NA | NA | NA | … | … | 1.25 | 0.63 | 1.68 | 2.18 | -1.15 | 0.51 | 2.60 | 2.19 | 0.31 | 3.35 | -0.82 |
| Standard Deviation(%) | NA | 17.74 | 22.69 | 26.60 | NA | NA | NA | … | … | 18.13 | 26.91 | 21.79 | 21.50 | 38.77 | 23.73 | 34.07 | 17.87 | 22.76 | 12.09 | 14.98 |
| Draw Down(%) | NA | 14.10 | 26.31 | 51.32 | NA | NA | NA | … | … | 13.03 | 26.31 | 14.07 | 16.31 | 44.59 | 17.65 | 30.22 | 10.83 | 23.07 | 6.21 | 7.93 |
| Yield(%) | 0.00 | 4.35 | 4.64 | 3.78 | 10.73 | 7.15 | 5.36 | … | … | 0.00 | 4.52 | 6.34 | 0.00 | 0.00 | 8.68 | 11.47 | 9.24 | 5.18 | 18.21 | 11.18 |
Data as of 06/04/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOUX (BARON OPPORTUNITY FUND R6 SHARES) |
-1.29%
Dec 2020 – Dec 2023 |
7.53%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOUX (BARON OPPORTUNITY FUND R6 SHARES) |
44.02%
Dec 2018 – Dec 2021 |
36.03%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart