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Nasdaq - Delayed Quote USD
Baron Asset Instl (BARIX)
95.24
-0.08
(-0.08%)
As of 8:08:42 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.89% |
| 5y Average Return | 11.31% |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Mar 31, 2025) | 39.25% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 39.25% |
| Worst 3Y Total Return | -1.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BARIX
Category
- YTD
- 0.50%
- 10.80%
- 1-Month
- -4.58%
- 4.43%
- 3-Month
- -4.23%
- 7.00%
- 1-Year
- 7.19%
- 48.17%
- 3-Year
- 5.35%
- 21.26%
- 5-Year
- 9.09%
- 20.18%
- 10-Year
- 10.37%
- 14.07%
- Last Bull Market
- 18.65%
- 27.14%
- Last Bear Market
- -21.09%
- -21.26%
Annual Total Return (%) History
Year
BARIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.00% | -3.51% | 8.34% | -0.04% |
| 2023 | 5.34% | 3.63% | -4.42% | 12.45% |
| 2022 | -14.52% | -21.09% | -2.07% | 12.21% |
| 2021 | -1.03% | 10.03% | -0.14% | 5.04% |
| 2020 | -16.63% | 28.02% | 8.43% | 15.21% |
| 2019 | 20.40% | 9.92% | -2.35% | 6.75% |
| 2018 | 4.68% | 5.76% | 8.13% | -16.35% |
| 2017 | 10.17% | 7.71% | 3.38% | 3.10% |
| 2016 | -1.52% | 2.79% | 5.15% | 0.06% |
| 2015 | 3.52% | 0.76% | -8.25% | 4.70% |
| 2014 | 0.67% | 3.66% | -1.40% | 6.69% |
| 2013 | 14.28% | 0.74% | 9.28% | 10.69% |
| 2012 | 14.37% | -6.04% | 6.16% | 1.35% |
| 2011 | 6.99% | 0.98% | -17.78% | 9.56% |
| 2010 | 6.31% | -8.62% | 9.99% | 13.86% |
| 2009 | 15.17% | 5.98% | -- | -- |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 26 |
| 3-Month | 12 |
| 1-Year | 48 |
| 3-Year | 41 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | 7.19% |
| 3-Year | 5.35% |
| 5-Year | 9.09% |
| 10-Year | 10.37% |
Performance & Risk
| YTD Return | -2.89% |
| 5y Average Return | 11.31% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 4.13B |
| YTD Return | 0.50% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 12, 1987 |
Fund Summary
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.
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