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 |
|---|---|---|---|---|---|---|---|---|
| BSFIX (BARON SMALL CAP FUND INSTITUTIONAL SHARES) | -12.10% | -15.42% | -2.98% | 1.54% | 4.11% | 7.34% | NA | 9.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSFIX (BARON SMALL CAP FUND INSTITUTIONAL SHARES) | 06/05/2009 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/05/2009.
AR inception is since 06/05/2009.
| 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 (%) | 6.41 | -15.42 | -2.98 | 1.54 | 4.11 | 7.34 | NA | 9.43 | -12.10 | 1.16 | 23.45 | -34.50 | 3.75 | 26.48 | 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 | -0.83 | -0.31 | -0.01 | 0.10 | NA | NA | 0.33 | -1.18 | -0.24 | 1.04 | -1.13 | 0.17 | 0.66 | 2.07 | -0.42 | 2.71 | 0.60 | -0.35 | 0.13 | 3.04 | 1.17 | -0.05 | 0.61 | 1.99 |
| Standard Deviation(%) | NA | 26.48 | 24.83 | 25.10 | 23.42 | NA | NA | 23.34 | 31.42 | 22.34 | 18.58 | 31.77 | 22.31 | 39.82 | 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 | 34.77 | 34.77 | 45.35 | 45.35 | NA | NA | 45.35 | 25.82 | 18.29 | 15.58 | 36.06 | 20.38 | 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 | 0.00 | 0.00 | 0.00 | 5.14 | 7.16 | 7.16 | 9.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.37 | 8.88 | 14.68 | 20.19 | 10.12 | 5.85 | 4.74 | 3.50 | 1.89 | 0.00 | 0.00 |
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) |
-8.12%
Oct 2020 - Oct 2023 |
0.43%
Sep 2018 - Sep 2023 |
4.44%
Mar 2015 - Mar 2025 |
7.95%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSFIX (BARON SMALL CAP FUND INSTITUTIONAL SHARES) |
21.59%
Oct 2018 - Oct 2021 |
20.56%
Feb 2016 - Feb 2021 |
15.92%
Sep 2011 - Sep 2021 |
10.95%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart