Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFIUX (Baron FinTech Fund R6 Shares) | 0.00% | -0.11% | 14.01% | 4.51% | NA | NA | NA | … | … |
Data as of 01/16/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFIUX (Baron FinTech Fund R6 Shares) | 01/02/2020 | 01/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.11 | 14.01 | 4.51 | NA | NA | NA | … | … | 0.00 | 1.48 | 23.14 | 27.31 | -34.22 | 15.27 | 47.30 |
| Sharpe Ratio | NA | -0.15 | 0.64 | 0.11 | NA | NA | NA | … | … | 0.00 | -0.07 | 1.23 | 1.44 | -1.08 | 0.76 | 1.31 |
| Standard Deviation(%) | NA | 20.16 | 16.78 | 21.62 | NA | NA | NA | … | … | 0.00 | 20.67 | 13.50 | 16.12 | 32.96 | 19.98 | 35.81 |
| Draw Down(%) | NA | 18.02 | 18.28 | 43.82 | NA | NA | NA | … | … | 0.00 | 18.02 | 7.28 | 12.33 | 38.75 | 14.44 | 34.34 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.21 | 0.15 | 0.10 | 0.07 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.88 | 0.00 | 0.00 |
Data as of 01/16/2026, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFIUX (Baron FinTech Fund R6 Shares) |
-4.04%
Jun 2021 – Jun 2024 |
4.11%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFIUX (Baron FinTech Fund R6 Shares) |
20.36%
Jun 2022 – Jun 2025 |
14.90%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart