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Baron Partners R6 (BPTUX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.24% |
| 5y Average Return | 25.43% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 15, 2024) | 149.16% |
| Worst 1Y Total Return (Oct 15, 2024) | -- |
| Best 3Y Total Return | 149.16% |
| Worst 3Y Total Return | 2.86% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BPTUX
Category
- YTD
- 4.74%
- 12.38%
- 1-Month
- 8.28%
- 5.09%
- 3-Month
- 13.94%
- 10.28%
- 1-Year
- 13.53%
- 41.70%
- 3-Year
- 1.13%
- 22.56%
- 5-Year
- 27.30%
- 21.98%
- 10-Year
- 19.03%
- 15.99%
- Last Bull Market
- 10.53%
- 25.99%
- Last Bear Market
- -30.54%
- -17.29%
Annual Total Return (%) History
Year
BPTUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -9.00% | 1.02% | 13.94% | -- |
| 2023 | 23.40% | 15.54% | -7.18% | 8.39% |
| 2022 | -5.84% | -30.54% | 9.99% | -19.94% |
| 2021 | -0.38% | 4.83% | 5.52% | 19.54% |
| 2020 | -20.70% | 49.47% | 47.15% | 42.86% |
| 2019 | 16.80% | 7.52% | -1.66% | 17.72% |
| 2018 | 3.50% | 11.60% | 2.14% | -16.72% |
| 2017 | 12.12% | 14.69% | 1.40% | 1.14% |
| 2016 | 0.05% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 100 |
| 1-Month | 1 |
| 3-Month | 1 |
| 1-Year | 100 |
| 3-Year | 91 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 13.53% |
| 3-Year | 1.13% |
| 5-Year | 27.30% |
| 10-Year | 19.03% |
Performance & Risk
| YTD Return | -1.24% |
| 5y Average Return | 25.43% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.54 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 6.48B |
| YTD Return | 4.74% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2003 |
Fund Summary
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.
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