Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) | -7.58% | 26.96% | 14.52% | 21.45% | 19.28% | 19.73% | 14.35% | 16.73% |
Data as of 07/02/2025, AR inception is 05/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) | 05/09/2003 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 26.96 | 14.52 | 21.45 | 19.28 | 19.73 | 14.35 | 16.73 | -7.58 | 31.82 | 43.09 | -43.94 | 21.21 | 137.77 | 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 | 0.86 | 0.31 | 0.63 | 0.55 | NA | NA | 0.55 | -0.45 | 0.87 | 1.37 | -0.99 | 0.67 | 2.39 | 2.21 | -0.14 | 2.34 | 0.17 | -0.15 | 0.58 | 2.92 | 0.97 | -0.18 | 1.43 | 0.94 | -1.03 | 0.44 | 1.12 | 0.87 | 2.80 | 3.74 |
| Standard Deviation(%) | NA | 36.45 | 32.48 | 35.81 | 32.69 | NA | NA | 28.07 | 38.44 | 29.16 | 28.56 | 46.12 | 31.44 | 57.09 | 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 | 33.34 | 35.47 | 49.87 | 51.26 | NA | NA | 65.32 | 29.57 | 18.22 | 25.08 | 49.44 | 21.38 | 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 | 1.04 | 1.29 | 6.16 | 6.84 | 11.63 | 8.34 | 14.27 | 0.00 | 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 07/02/2025, AR inception 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