Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSFIX (BARON SMALL CAP FUND INSTITUTIONAL SHARES) | -3.17% | -1.95% | 8.84% | 0.87% | 10.27% | 9.71% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSFIX (BARON SMALL CAP FUND INSTITUTIONAL SHARES) | 06/05/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | -1.95 | 8.84 | 0.87 | 10.27 | 9.71 | NA | … | … | -3.17 | -0.69 | 13.45 | 27.21 | -31.02 | 15.73 | 40.72 | 34.97 | -7.13 | 27.67 | 10.28 | -5.19 | 1.96 | 38.10 | 18.30 | -1.37 | 23.79 | 20.34 |
| Sharpe Ratio | NA | -0.07 | 0.34 | -0.07 | 0.40 | NA | NA | … | … | -0.41 | -0.16 | 0.54 | 1.29 | -1.03 | 0.83 | 1.05 | 2.06 | -0.42 | 2.71 | 0.60 | -0.35 | 0.13 | 3.04 | 1.17 | -0.05 | 0.61 | 1.99 |
| Standard Deviation(%) | NA | 17.53 | 19.73 | 22.29 | 22.47 | NA | NA | … | … | 19.31 | 22.39 | 18.36 | 18.44 | 31.52 | 18.93 | 38.42 | 16.23 | 20.38 | 10.01 | 16.79 | 15.02 | 14.37 | 12.54 | 15.69 | 28.08 | 39.02 | 19.02 |
| Draw Down(%) | NA | 14.97 | 26.84 | 37.83 | 39.55 | NA | NA | … | … | 14.97 | 25.82 | 9.22 | 15.58 | 34.80 | 11.18 | 39.55 | 10.14 | 28.06 | 5.03 | 17.59 | 16.59 | 11.91 | 5.21 | 11.70 | 27.61 | 20.37 | 7.59 |
| Yield(%) | 0.00 | 8.01 | 9.05 | 6.73 | 11.07 | 10.72 | 12.78 | … | … | 0.00 | 7.87 | 13.10 | 3.46 | 3.61 | 12.37 | 13.27 | 11.37 | 8.88 | 14.68 | 20.19 | 10.12 | 5.85 | 4.74 | 3.50 | 1.89 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSFIX (BARON SMALL CAP FUND INSTITUTIONAL SHARES) |
-1.54%
Apr 2021 – Apr 2024 |
0.01%
Apr 2021 – Apr 2026 |
7.84%
Oct 2013 – Oct 2023 |
9.12%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSFIX (BARON SMALL CAP FUND INSTITUTIONAL SHARES) |
30.02%
Dec 2018 – Dec 2021 |
23.16%
Feb 2016 – Feb 2021 |
17.17%
Sep 2011 – Sep 2021 |
13.17%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart