BFINX
Baron FinTech-Retail
$14.25
-0.02 (-0.14%)
Currency in USD / Last Updated: 4/24/2024
| Category | Tech |
|---|---|
| Market Cap | 62.202M |
| 52 Week High | 15.08 |
| 52 Week Low | 11.19 |
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Key Data
| Symbol | BFINX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 14.25 |
| Price Yesterday | 14.27 |
| Market Cap | 62.20 |
| YTD Return | 1.21% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.012 |
Overview
| 52 Week High | 15.08 |
|---|---|
| 52 Week Low | 11.19 |
| Market Cap | 62.20M |
| Shares Outstanding | 4.37M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -29.80% |
|---|---|
| Five Days | 104.03% |
| One Months | -40.04% |
| Three Months | -5.17% |
| Six Months | 40.04% |
| Nine Months | 16.03% |
| One Year | 22.76% |
| Three Years | -3.19% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 3.91% |
| Since Inception | 8.59% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | 1.42% |
| One Month | -4.36% |
| Three Months | -1.32% |
| Six Months | 18.16% |
| Nine Months | 11.85% |
| One Year | 22.74% |
| Three Years | -9.24% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 1.21% |
| Since Inception | 42.50% |
Yearly Returns
| 2024 | 1.21% |
|---|---|
| 2023 | 26.96% |
| 2022 | -34.38% |
| 2021 | 15.04% |
| 2020 | 46.90% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -2.89% |
|---|---|
| Beta | 1.06 |
| Correlation | 90.44% |
| Downside Deviation | 3.11% |
| Coefficient of determination | 81.79% |
| Standard Deviation | 4.01% |
| Sharpe Ratio | -0.13 |
| Sortino | -0.57 |
| Treynor | 16.43 |
| Ulcer Index | 2.8 |
| Ulcer Performance Index | -0.63 |