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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.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.05%
5-year average return8.35%
Number of years up6
Number of years down1
Best 1-yr total return (2 June 2024)37.99%
Worst 1-yr total return (2 June 2024)N/A
Best 3-yr total return37.99%
Worst 3-yr total return-0.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBARUXCategory
YTD-2.04%10.80%
1-month-7.58%4.43%
3-month-1.06%7.00%
1-year10.23%48.17%
3-year-2.77%21.26%
5-year7.15%20.18%
10-year10.37%14.07%
Last bull market25.62%27.14%
Last bear market-21.09%-21.26%

Annual total return (%) history

Year
BARUXCategory
2024
N/AN/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/A6.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.99%N/AN/AN/A
20235.33%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%
201920.43%9.91%-2.35%6.76%
20184.68%5.76%8.13%-16.37%
201710.16%7.71%3.38%3.11%
20162.81%5.13%0.06%N/A

Rank in category (by total return)

YTD87
1-month87
3-month92
1-year87
3-year59
5-year73

Load adjusted returns

1-year10.23%
3-year-2.77%
5-year7.15%
10-year10.37%