Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNAFX (Baron New Asia Fund Retail Shares) | NA | 23.25% | -4.34% | NA | NA | NA | NA | … | … |
Data as of 11/04/2024, Common starting date is 08/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNAFX (Baron New Asia Fund Retail Shares) | 08/02/2021 | 11/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 23.25 | -4.34 | NA | NA | NA | NA | … | … | 17.57 | 5.54 | -27.24 | 1.29 |
| Sharpe Ratio | NA | 1.41 | -0.50 | NA | NA | NA | NA | … | … | 1.06 | 0.10 | -1.32 | 0.27 |
| Standard Deviation(%) | NA | 12.77 | 16.57 | NA | NA | NA | NA | … | … | 13.16 | 13.21 | 21.69 | 11.59 |
| Draw Down(%) | NA | 7.66 | 37.97 | NA | NA | NA | NA | … | … | 7.66 | 13.04 | 36.65 | 9.01 |
| Yield(%) | 0.00 | 0.16 | 0.04 | 0.02 | 0.01 | 0.01 | 0.01 | … | … | 0.15 | 0.00 | 0.00 | 0.00 |
Data as of 11/04/2024, Common starting date is 08/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNAFX (Baron New Asia Fund Retail Shares) |
-3.80%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNAFX (Baron New Asia Fund Retail Shares) |
-1.92%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
