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Baron Partners R6 (BPTUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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151.29
+2.50
(+1.68%)
At close: 06:45PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-10.46%
5-year average return
24.38%
Number of years up
5
Number of years down
2
Best 1-yr total return (19 May 2024)
149.16%
Worst 1-yr total return (19 May 2024)
N/A
Best 3-yr total return
149.16%
Worst 3-yr total return
2.86%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BPTUX
Category
YTD
-11.94%
12.38%
1-month
-3.23%
5.09%
3-month
-0.48%
10.28%
1-year
10.76%
41.70%
3-year
-3.04%
22.56%
5-year
23.34%
21.98%
10-year
17.06%
15.99%
Last bull market
10.53%
25.99%
Last bear market
-30.54%
-17.29%
Annual total return (%) history
Year
BPTUX
Category
2024
N/A
N/A
2023
43.46%
N/A
2022
-42.41%
N/A
2021
31.73%
N/A
2020
149.16%
35.86%
2019
45.38%
31.90%
2018
-1.75%
-2.09%
2017
31.87%
27.67%
2016
N/A
3.23%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
-9.00%
N/A
N/A
N/A
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%
N/A
N/A
N/A
Rank in category (by total return)
YTD
100
1-month
3
3-month
98
1-year
99
3-year
94
5-year
1
Load adjusted returns
1-year
10.76%
3-year
-3.04%
5-year
23.34%
10-year
17.06%
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