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BPTRX: BARON PARTNERS FUND BARON PARTNERS FUND (MUTUAL FUND)
Basic Info 263.24 3.13(1.18%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 05/09/2003 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 4.22% |
| Expenses | 1.69% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.1 | 4.1 | 47.3 | 24.6 | 13.7 | 24.6 | 19.7 | 15.4 | 17.4 | 24.5 | 32.7 | 43.1 | -42.5 | 31.3 | 148.8 | 45.0 | -2.0 | 31.5 | 4.0 | -2.7 | 10.3 | 47.6 | 16.4 | -5.7 | 31.5 | 28.2 | -46.7 | 11.4 | 21.5 | 14.4 | 42.4 | 36.2 |
| Sharpe Ratio | NA | -0.14 | 1.05 | 0.75 | 0.3 | 0.68 | NA | NA | 0.58 | 0.63 | 1.0 | 1.39 | -0.96 | 1.02 | 2.58 | 2.2 | -0.14 | 2.34 | 0.17 | -0.15 | 0.58 | 2.92 | 0.97 | -0.18 | 1.43 | 0.94 | -1.03 | 0.43 | 1.11 | 0.86 | 2.8 | 3.74 |
| Draw Down(%) | NA | 8.6 | 10.7 | 33.3 | 49.9 | 51.3 | NA | NA | 65.3 | 29.6 | 18.2 | 25.1 | 48.2 | 19.0 | 51.3 | 11.3 | 28.3 | 5.9 | 23.8 | 16.1 | 14.2 | 6.9 | 12.7 | 29.4 | 17.5 | 30.0 | 56.1 | 12.3 | 14.2 | 11.5 | 12.4 | 4.9 |
| Standard Deviation(%) | NA | 17.6 | 26.2 | 29.4 | 33.4 | 32.8 | NA | NA | 28.0 | 34.8 | 29.2 | 28.6 | 46.2 | 30.8 | 57.1 | 19.8 | 24.5 | 13.3 | 22.6 | 18.7 | 17.6 | 16.3 | 17.1 | 32.5 | 22.0 | 29.8 | 46.1 | 19.2 | 16.5 | 14.1 | 14.8 | 16.2 |
| Treynor Ratio | NA | -0.05 | 0.47 | 0.21 | 0.09 | 0.18 | NA | NA | 0.15 | 0.2 | 0.24 | 0.3 | -0.36 | 0.26 | 1.07 | 0.35 | -0.03 | 0.26 | 0.03 | -0.02 | 0.08 | 0.42 | 0.18 | -0.05 | 0.33 | 0.29 | -0.52 | 0.08 | 0.19 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | 0.09 | 0.04 | 0.03 | 0.04 | NA | NA | 0.03 | 0.06 | 0.05 | 0.05 | -0.04 | 0.03 | 0.23 | 0.01 | 0.03 | 0.02 | -0.01 | 0.0 | -0.02 | 0.03 | 0.01 | 0.0 | 0.01 | -0.04 | -0.02 | -0.02 | 0.05 | NA | NA | NA |
| Beta | NA | 0.46 | 0.58 | 1.05 | 1.14 | 1.24 | NA | NA | 1.1 | 1.08 | 1.22 | 1.31 | 1.21 | 1.23 | 1.38 | 1.25 | 1.23 | 1.2 | 1.29 | 1.1 | 1.21 | 1.14 | 0.93 | 1.11 | 0.95 | 0.96 | 0.92 | 1.01 | 0.94 | NA | NA | NA |
| RSquared | NA | 0.24 | 0.12 | 0.39 | 0.53 | 0.63 | NA | NA | 0.68 | 0.41 | 0.39 | 0.6 | 0.72 | 0.52 | 0.75 | 0.78 | 0.83 | 0.56 | 0.82 | 0.86 | 0.89 | 0.86 | 0.77 | 0.95 | 0.91 | 0.92 | 0.86 | 0.82 | 0.14 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 1.0 | 0.0 | 1.7 | 9.3 | 8.6 | 0.4 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.1 | 4.9 | 0.3 | 4.7 | 3.5 | 13.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 429.4 | N/A | -100.0 | -76.9 | 154.6 | 3232.6 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -34.8 | 1724.6 | -92.2 | 82.9 | -68.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/1992
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