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ALL ORDS
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Baron Asset R6 (BARUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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104.01
-0.33
(-0.32%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.05%
5-year average return
8.35%
Number of years up
6
Number of years down
1
Best 1-yr total return (2 June 2024)
37.99%
Worst 1-yr total return (2 June 2024)
N/A
Best 3-yr total return
37.99%
Worst 3-yr total return
-0.22%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BARUX
Category
YTD
-2.04%
10.80%
1-month
-7.58%
4.43%
3-month
-1.06%
7.00%
1-year
10.23%
48.17%
3-year
-2.77%
21.26%
5-year
7.15%
20.18%
10-year
10.37%
14.07%
Last bull market
25.62%
27.14%
Last bear market
-21.09%
-21.26%
Annual total return (%) history
Year
BARUX
Category
2024
N/A
N/A
2023
17.34%
N/A
2022
-25.88%
N/A
2021
14.23%
N/A
2020
33.32%
39.26%
2019
37.99%
32.52%
2018
0.12%
-6.65%
2017
26.48%
23.91%
2016
N/A
6.03%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.99%
N/A
N/A
N/A
2023
5.33%
3.65%
-4.43%
12.46%
2022
-14.52%
-21.09%
-2.06%
12.20%
2021
-1.03%
10.03%
-0.13%
5.04%
2020
-16.65%
28.04%
8.43%
15.21%
2019
20.43%
9.91%
-2.35%
6.76%
2018
4.68%
5.76%
8.13%
-16.37%
2017
10.16%
7.71%
3.38%
3.11%
2016
2.81%
5.13%
0.06%
N/A
Rank in category (by total return)
YTD
87
1-month
87
3-month
92
1-year
87
3-year
59
5-year
73
Load adjusted returns
1-year
10.23%
3-year
-2.77%
5-year
7.15%
10-year
10.37%
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