Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPTIX (BARON PARTNERS FUND INSTITUTIONAL SHARES) | -5.02% | 27.97% | 15.89% | 20.58% | 19.82% | 19.89% | NA | 20.16% |
Data as of 07/11/2025, AR inception is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPTIX (BARON PARTNERS FUND INSTITUTIONAL SHARES) | 06/05/2009 | 07/11/2025 |
| 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 (%) | 4.59 | 27.97 | 15.89 | 20.58 | 19.82 | 19.89 | NA | 20.16 | -5.02 | 32.19 | 43.47 | -43.75 | 21.84 | 138.69 | 45.57 | -1.75 | 31.91 | 4.29 | -2.43 | 10.56 | 48.02 | 16.70 | -5.52 | 31.93 | 20.46 |
| Sharpe Ratio | NA | 0.60 | 0.37 | 0.55 | 0.56 | NA | NA | 0.66 | -0.44 | 0.88 | 1.39 | -0.98 | 0.69 | 2.41 | 2.24 | -0.13 | 2.37 | 0.18 | -0.13 | 0.60 | 2.95 | 0.98 | -0.17 | 1.44 | 1.89 |
| Standard Deviation(%) | NA | 36.24 | 32.39 | 35.72 | 32.69 | NA | NA | 28.89 | 37.91 | 29.16 | 28.56 | 46.11 | 31.40 | 57.09 | 19.74 | 24.52 | 13.26 | 22.63 | 18.72 | 17.59 | 16.28 | 17.05 | 32.49 | 22.06 | 20.13 |
| Draw Down(%) | NA | 33.29 | 35.41 | 49.72 | 51.26 | NA | NA | 51.26 | 29.53 | 18.15 | 25.03 | 49.26 | 21.26 | 51.26 | 11.24 | 28.23 | 5.91 | 23.73 | 16.08 | 14.18 | 6.86 | 12.62 | 29.36 | 17.49 | 8.32 |
| Yield(%) | 0.00 | 0.98 | 1.24 | 5.57 | 6.71 | 11.14 | 10.39 | 12.99 | 0.00 | 0.97 | 0.00 | 1.62 | 9.05 | 8.37 | 0.53 | 0.00 | 0.00 | 0.00 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPTIX (BARON PARTNERS FUND INSTITUTIONAL SHARES) |
-7.94%
Oct 2021 - Oct 2024 |
7.83%
Dec 2013 - Dec 2018 |
12.66%
Mar 2010 - Mar 2020 |
17.96%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPTIX (BARON PARTNERS FUND INSTITUTIONAL SHARES) |
68.48%
Dec 2018 - Dec 2021 |
47.63%
Oct 2016 - Oct 2021 |
29.05%
Oct 2011 - Oct 2021 |
21.08%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart