BARAX
Baron Asset Fund
Mutual fund
$92.71+1.78 (+1.96%)Close Oct 2, 2026
Jun 12, 1987 – Oct 2, 2026, Dividends reinvested
- Final balance
- $529,434
- CAGR
- +10.63%
- Max drawdown
- −57.35%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.14%
- 3M
- −3.55%
- 6M
- +13.27%
- YTD
- +4.95%
- 1Y
- +12.64%
- 3Y
- +12.33%
- 5Y
- +2.37%
- 10Y
- +11.00%
- 15Y
- +12.41%
- 20Y
- +9.15%
- 25Y
- +10.00%
- 30Y
- +9.00%
- Since 1987
- +10.63%
Metrics
Since 1987| Volatility | 19.65% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.19 |
| Best year, 2013 | +38.97% |
| Worst year, 2008 | −40.84% |
| Positive years | 30 of 38 |
| Longest drawdown | 4.7 years |
Worst drawdowns
Since 1987| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −57.3% | Oct 2007 | Mar 2009 | Jul 2011 | 3.7 years |
| −44.1% | Mar 2000 | Mar 2003 | Dec 2004 | 4.7 years |
| −41.7% | Sep 1989 | Oct 1990 | Feb 1992 | 2.4 years |
| −38.2% | Apr 1998 | Oct 1998 | Mar 1999 | 1 year |
| −37.5% | Nov 2021 | Jun 2022 | Dec 2025 | 4.1 years |
Annual returns
1987 from Jun 12 · 2026 through Oct 2