Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPTUX (Baron Partners Fund R6 Shs) | 4.25% | 47.70% | 24.73% | 13.93% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPTUX (Baron Partners Fund R6 Shs) | 09/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.12 | 47.70 | 24.73 | 13.93 | NA | NA | NA | … | … | 4.25 | 24.85 | 33.09 | 43.46 | -42.39 | 31.69 | 149.44 | 45.38 | -1.75 | 31.87 | -2.23 |
| Sharpe Ratio | NA | 1.71 | 0.73 | 0.34 | NA | NA | NA | … | … | 0.38 | 0.63 | 1.01 | 1.41 | -0.95 | 1.03 | 2.59 | 2.22 | -0.13 | 2.36 | -0.38 |
| Standard Deviation(%) | NA | 26.29 | 29.56 | 33.44 | NA | NA | NA | … | … | 20.07 | 34.81 | 29.18 | 28.56 | 46.16 | 30.88 | 57.15 | 19.75 | 24.50 | 13.27 | 18.08 |
| Draw Down(%) | NA | 10.65 | 33.29 | 49.72 | NA | NA | NA | … | … | 8.52 | 29.53 | 18.15 | 25.02 | 48.04 | 18.91 | 51.26 | 11.26 | 28.23 | 5.91 | 12.27 |
| Yield(%) | 0.00 | 4.39 | 2.27 | 3.50 | 9.13 | 6.09 | 4.57 | … | … | 0.00 | 4.00 | 0.97 | 0.00 | 1.62 | 9.05 | 8.37 | 0.38 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPTUX (Baron Partners Fund R6 Shs) |
-7.94%
Oct 2021 – Oct 2024 |
10.38%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPTUX (Baron Partners Fund R6 Shs) |
68.40%
Dec 2018 – Dec 2021 |
47.59%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart