Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) | 4.14% | 47.33% | 24.42% | 13.65% | 24.52% | 19.88% | 15.43% | … | … |
Data as of 06/05/2026, Common starting date is 05/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) | 05/09/2003 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.12 | 47.33 | 24.42 | 13.65 | 24.52 | 19.88 | 15.43 | … | … | 4.14 | 24.54 | 32.75 | 43.09 | -42.53 | 31.35 | 148.81 | 44.99 | -2.01 | 31.54 | 4.04 | -2.71 | 10.26 | 47.63 | 16.40 | -5.74 | 31.52 | 28.20 | -46.65 | 11.38 | 21.55 | 14.36 | 42.37 | 36.20 |
| Sharpe Ratio | NA | 1.05 | 0.75 | 0.30 | 0.68 | NA | NA | … | … | -0.14 | 0.63 | 1.00 | 1.39 | -0.96 | 1.02 | 2.58 | 2.20 | -0.14 | 2.34 | 0.17 | -0.15 | 0.58 | 2.92 | 0.97 | -0.18 | 1.43 | 0.94 | -1.03 | 0.43 | 1.11 | 0.86 | 2.80 | 3.74 |
| Standard Deviation(%) | NA | 26.18 | 29.37 | 33.36 | 32.79 | NA | NA | … | … | 17.56 | 34.81 | 29.18 | 28.56 | 46.16 | 30.79 | 57.14 | 19.75 | 24.51 | 13.27 | 22.64 | 18.69 | 17.59 | 16.28 | 17.07 | 32.46 | 22.02 | 29.82 | 46.10 | 19.23 | 16.46 | 14.06 | 14.80 | 16.18 |
| Draw Down(%) | NA | 10.71 | 33.34 | 49.87 | 51.26 | NA | NA | … | … | 8.56 | 29.57 | 18.22 | 25.08 | 48.17 | 18.96 | 51.26 | 11.30 | 28.29 | 5.90 | 23.75 | 16.13 | 14.19 | 6.87 | 12.71 | 29.43 | 17.48 | 30.02 | 56.14 | 12.33 | 14.15 | 11.49 | 12.35 | 4.90 |
| Yield(%) | 0.00 | 4.59 | 2.36 | 3.60 | 9.85 | 11.13 | 9.36 | … | … | 0.00 | 4.17 | 1.01 | 0.00 | 1.68 | 9.32 | 8.59 | 0.39 | 0.00 | 0.00 | 0.00 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.11 | 4.95 | 0.33 | 4.70 | 3.50 | 13.65 |
Data as of 06/05/2026, Common starting date is 05/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) |
-18.05%
Feb 2006 – Feb 2009 |
-3.07%
Feb 2004 – Feb 2009 |
5.65%
Jan 2006 – Jan 2016 |
9.23%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) |
67.96%
Dec 2018 – Dec 2021 |
47.20%
Oct 2016 – Oct 2021 |
28.70%
Oct 2011 – Oct 2021 |
21.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart