Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIOIX (BARON OPPORTUNITY FUND INSTITUTIONAL SHARES) | 9.62% | 27.13% | 27.83% | 11.16% | 21.60% | 16.54% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIOIX (BARON OPPORTUNITY FUND INSTITUTIONAL SHARES) | 06/05/2009 | 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 (%) | 0.02 | 27.13 | 27.83 | 11.16 | 21.60 | 16.54 | NA | … | … | 9.62 | 19.74 | 40.24 | 49.98 | -42.83 | 12.19 | 89.31 | 41.57 | 8.35 | 40.94 | -4.60 | 1.31 | -1.40 | 37.90 | 14.04 | -5.93 | 25.74 | 25.98 |
| Sharpe Ratio | NA | 1.32 | 1.07 | 0.33 | 0.81 | NA | NA | … | … | 1.09 | 0.63 | 1.68 | 2.18 | -1.14 | 0.51 | 2.60 | 2.24 | 0.31 | 3.36 | -0.25 | 0.07 | -0.07 | 2.67 | 0.83 | -0.21 | 1.30 | 2.58 |
| Standard Deviation(%) | NA | 18.53 | 22.90 | 26.69 | 24.89 | NA | NA | … | … | 19.67 | 26.93 | 21.78 | 21.50 | 38.78 | 23.74 | 34.08 | 17.93 | 22.79 | 12.05 | 19.15 | 17.46 | 19.46 | 14.20 | 17.07 | 28.12 | 19.79 | 19.13 |
| Draw Down(%) | NA | 14.08 | 26.32 | 51.32 | 51.32 | NA | NA | … | … | 13.01 | 26.32 | 14.06 | 16.30 | 44.58 | 17.65 | 30.21 | 10.80 | 23.09 | 6.22 | 22.24 | 17.08 | 18.63 | 5.39 | 15.00 | 24.09 | 11.67 | 7.96 |
| Yield(%) | 0.00 | 4.39 | 4.65 | 3.74 | 11.00 | 10.08 | 12.32 | … | … | 0.00 | 4.52 | 6.35 | 0.00 | 0.00 | 8.69 | 11.48 | 10.03 | 5.19 | 18.21 | 11.49 | 9.86 | 5.26 | 7.66 | 1.74 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOIX (BARON OPPORTUNITY FUND INSTITUTIONAL SHARES) |
-1.59%
Dec 2013 – Dec 2016 |
3.87%
Feb 2011 – Feb 2016 |
12.97%
Oct 2013 – Oct 2023 |
14.80%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOIX (BARON OPPORTUNITY FUND INSTITUTIONAL SHARES) |
44.33%
Dec 2018 – Dec 2021 |
37.09%
Feb 2016 – Feb 2021 |
21.76%
May 2016 – May 2026 |
17.36%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart