Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) | -11.40% | -20.32% | -5.37% | -4.22% | 7.36% | 8.29% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) | 06/04/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | -20.32 | -5.37 | -4.22 | 7.36 | 8.29 | NA | … | … | -11.40 | -14.21 | 4.90 | 14.97 | -22.35 | 20.13 | 33.10 | 40.54 | -2.68 | 27.45 | 6.31 | -4.16 | 4.68 | 38.71 | 16.82 | 1.51 | 24.32 | 18.37 |
| Sharpe Ratio | NA | -1.23 | -0.49 | -0.33 | 0.27 | NA | NA | … | … | -1.19 | -0.88 | 0.09 | 0.70 | -0.84 | 1.09 | 0.82 | 2.66 | -0.23 | 3.02 | 0.40 | -0.29 | 0.34 | 3.16 | 1.25 | 0.06 | 1.35 | 1.96 |
| Standard Deviation(%) | NA | 18.74 | 17.52 | 20.06 | 21.25 | NA | NA | … | … | 22.79 | 19.48 | 14.17 | 16.27 | 28.39 | 18.37 | 39.80 | 14.66 | 17.84 | 8.90 | 15.38 | 14.53 | 13.54 | 12.23 | 13.56 | 26.00 | 18.00 | 17.23 |
| Draw Down(%) | NA | 26.94 | 32.56 | 34.60 | 41.12 | NA | NA | … | … | 17.64 | 20.48 | 10.03 | 14.96 | 33.56 | 8.96 | 41.12 | 8.43 | 25.20 | 4.78 | 13.73 | 12.07 | 10.28 | 5.17 | 8.69 | 23.99 | 14.15 | 6.32 |
| Yield(%) | 0.00 | 14.81 | 8.96 | 6.95 | 10.30 | 10.63 | 12.36 | … | … | 0.00 | 14.28 | 10.78 | 1.91 | 4.28 | 8.45 | 5.60 | 4.84 | 7.38 | 12.93 | 12.14 | 8.31 | 4.45 | 3.25 | 11.33 | 1.58 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) |
-5.61%
Apr 2023 – Apr 2026 |
-4.63%
Apr 2021 – Apr 2026 |
7.43%
May 2016 – May 2026 |
7.82%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRIX (BARON GROWTH FUND INSTITUTIONAL SHARES) |
30.98%
Dec 2018 – Dec 2021 |
24.09%
Oct 2016 – Oct 2021 |
17.65%
Sep 2011 – Sep 2021 |
13.16%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart