Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) | -9.52% | -11.44% | -4.21% | 3.39% | 5.57% | 8.62% | NA | 10.61% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) | 06/04/2009 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/04/2009.
AR inception is since 06/04/2009.
| 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 (%) | 2.98 | -11.44 | -4.21 | 3.39 | 5.57 | 8.62 | NA | 10.61 | -9.52 | -5.45 | 12.95 | -26.44 | 11.76 | 27.03 | 40.54 | -2.68 | 27.45 | 6.31 | -4.16 | 4.68 | 38.71 | 16.82 | 1.51 | 24.32 | 18.37 |
| Sharpe Ratio | NA | -0.84 | -0.43 | 0.06 | 0.17 | NA | NA | 0.44 | -1.15 | -0.66 | 0.54 | -0.97 | 0.59 | 0.67 | 2.67 | -0.22 | 3.03 | 0.40 | -0.29 | 0.34 | 3.16 | 1.25 | 0.06 | 1.35 | 1.96 |
| Standard Deviation(%) | NA | 22.33 | 21.62 | 22.17 | 21.58 | NA | NA | 20.05 | 26.64 | 18.27 | 16.38 | 28.68 | 19.87 | 39.99 | 14.66 | 17.84 | 8.90 | 15.38 | 14.53 | 13.54 | 12.23 | 13.56 | 26.00 | 18.00 | 17.23 |
| Draw Down(%) | NA | 28.37 | 28.37 | 39.34 | 41.12 | NA | NA | 41.12 | 18.43 | 16.22 | 14.97 | 33.56 | 14.03 | 41.12 | 8.43 | 25.20 | 4.78 | 13.73 | 12.07 | 10.28 | 5.17 | 8.69 | 23.99 | 14.15 | 6.32 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.90 | 6.02 | 5.93 | 7.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.84 | 7.38 | 12.93 | 12.14 | 8.31 | 4.45 | 3.25 | 11.33 | 1.58 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) |
-7.73%
Dec 2021 - Dec 2024 |
1.97%
Jan 2020 - Jan 2025 |
6.12%
Mar 2015 - Mar 2025 |
9.32%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) |
25.89%
Dec 2018 - Dec 2021 |
22.94%
Oct 2016 - Oct 2021 |
17.10%
Sep 2011 - Sep 2021 |
11.73%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart