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BARAX

Baron Asset-Retail

$103.70 0.90 (0.88%)
Currency in USD / Last Updated: 3/27/2024
Category MidCap Growth
Market Cap 4508.948M
52 Week High 104.08
52 Week Low 81.03
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Key Data
Symbol BARAX
Type Mutual Fund
Category MidCap Growth
Price 103.7
Price Yesterday 102.8
Market Cap 4,508.95
YTD Return 5.78%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0
Initial Purchase Amount 2000
Redeption Fee 0
Prospectus 0.013
Overview
52 Week High 104.08
52 Week Low 81.03
Market Cap 4,508.95M
Shares Outstanding 43.48M
Income Dividend Yield 0.00%
Long Term Dividend Yield 3.29%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 3.29%
Returns Annualized
One Day 801.42%
Five Days 12.95%
One Months 34.06%
Three Months 24.93%
Six Months 41.98%
Nine Months 22.21%
One Year 21.77%
Three Years 1.66%
Five Years 10.08%
Ten Years 10.94%
YTD 26.67%
Since Inception 11.12%
Returns Total
One Day 0.88%
Five Days 0.24%
One Month 2.47%
Three Months 5.62%
Six Months 18.97%
Nine Months 16.22%
One Year 21.75%
Three Years 5.06%
Five Years 61.47%
Ten Years 181.77%
YTD 5.78%
Since Inception 4,137.84%
Yearly Returns
2024 5.78%
2023 17.04%
2022 -26.06%
2021 13.93%
2020 32.98%
2019 37.62%
2018 -0.14%
2017 26.13%
2016 6.19%
2015 -0.08%
Risk against SP-DA
Alpha -14.97%
Beta 1.09
Correlation 92.11%
Downside Deviation 3.39%
Coefficient of determination 84.85%
Standard Deviation 3.98%
Sharpe Ratio -0.89
Sortino -3.63
Treynor 15.12
Ulcer Index 4.36
Ulcer Performance Index -2.83

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