Baron Asset Instl (BARIX)

85.99 -0.56 (-0.65%) USD  |  Jun 27 2022

BARIX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Baron Asset Instl
15.63%
39.25%
9.77%
0.20%
6.51%
26.49%
0.14%
37.96%
33.33%
14.22%
-30.03%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.31%
Baron Growth Instl
16.74%
38.69%
4.66%
-4.06%
6.31%
27.35%
-2.67%
40.50%
33.05%
20.15%
-27.32%
Principal MidCap Institutional
19.15%
33.60%
12.69%
1.47%
10.25%
25.32%
-6.69%
42.91%
18.26%
25.32%
-24.49%
Conestoga Mid Cap Institutional
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-27.69%
Invesco Discovery Mid Cap Growth R6
16.02%
35.75%
5.94%
6.53%
2.35%
28.54%
-6.03%
39.52%
40.73%
19.27%
-31.22%
As of June 24, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Baron Asset Instl
0.48%
-17.21%
-29.34%
-26.60%
3.67%
9.31%
12.80%
8.28%
9.42%
11.19%
S&P 500 Total Return
-0.60%
-13.11%
-16.59%
-6.98%
11.77%
11.90%
13.56%
8.78%
9.24%
9.93%
Baron Growth Instl
0.83%
-15.33%
-26.39%
-19.82%
8.03%
11.36%
12.79%
8.94%
10.12%
12.78%
Principal MidCap Institutional
-0.69%
-14.32%
-23.39%
-16.49%
7.38%
10.73%
13.41%
10.23%
11.48%
10.56%
Conestoga Mid Cap Institutional
1.84%
-16.34%
-26.59%
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Invesco Discovery Mid Cap Growth R6
0.24%
-17.43%
-30.50%
-24.54%
7.76%
10.84%
12.22%
9.40%
10.75%
8.02%
As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022