Baron Asset Instl (BARIX)
86.97
+1.00 (+1.16%)
USD |
May 20 2022
BARIX Max Drawdown (5Y): 34.10% for April 30, 2022
Max Drawdown (5Y) Chart
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| April 30, 2022 | 34.10% |
| March 31, 2022 | 34.10% |
| February 28, 2022 | 34.10% |
| January 31, 2022 | 34.10% |
| December 31, 2021 | 34.10% |
| November 30, 2021 | 34.10% |
| October 31, 2021 | 34.10% |
| September 30, 2021 | 34.10% |
| August 31, 2021 | 34.10% |
| July 31, 2021 | 34.10% |
| June 30, 2021 | 34.10% |
| May 31, 2021 | 34.10% |
| April 30, 2021 | 34.10% |
| March 31, 2021 | 34.10% |
| February 28, 2021 | 34.10% |
| January 31, 2021 | 34.10% |
| December 31, 2020 | 34.10% |
| November 30, 2020 | 34.10% |
| October 31, 2020 | 34.10% |
| September 30, 2020 | 34.10% |
| August 31, 2020 | 34.10% |
| July 31, 2020 | 34.10% |
| June 30, 2020 | 34.10% |
| May 31, 2020 | 34.10% |
| April 30, 2020 | 34.10% |
| Date | Value |
|---|---|
| March 31, 2020 | 34.10% |
| February 29, 2020 | 22.38% |
| January 31, 2020 | 22.38% |
| December 31, 2019 | 22.38% |
| November 30, 2019 | 22.38% |
| October 31, 2019 | 22.38% |
| September 30, 2019 | 22.38% |
| August 31, 2019 | 22.38% |
| July 31, 2019 | 22.38% |
| June 30, 2019 | 22.38% |
| May 31, 2019 | 22.38% |
| April 30, 2019 | 22.38% |
| March 31, 2019 | 22.38% |
| February 28, 2019 | 22.38% |
| January 31, 2019 | 22.38% |
| December 31, 2018 | 22.38% |
| November 30, 2018 | 20.06% |
| October 31, 2018 | 20.06% |
| September 30, 2018 | 20.06% |
| August 31, 2018 | 20.06% |
| July 31, 2018 | 20.06% |
| June 30, 2018 | 20.06% |
| May 31, 2018 | 20.06% |
| April 30, 2018 | 20.06% |
| March 31, 2018 | 20.06% |
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio (before a new peak is achieved).
Max Drawdown (5Y) Range, Past 5 Years
20.06%
Minimum
May 2017
34.10%
Maximum
Mar 2020
26.73%
Average
22.38%
Median
Dec 2018
Max Drawdown (5Y) Benchmarks
| Baron Growth Instl | 41.12% |
| Principal MidCap Institutional | 40.56% |
| Conestoga Mid Cap Institutional | -- |
| Virtus KAR Mid-Cap Growth I | 34.69% |
| Eventide Gilead I | 34.05% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -2.405 |
| Beta (5Y) | 1.074 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 20.23% |
| Historical Sharpe Ratio (5Y) | 0.6573 |
| Historical Sortino (5Y) | 0.7469 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 8.55% |