BPTIX
Baron Partners Fund Institutional Shares
Mutual fund
$285.68+7.07 (+2.54%)Close Oct 2, 2026
May 29, 2009 – Oct 2, 2026, Dividends reinvested
- Final balance
- $276,732
- CAGR
- +21.10%
- Max drawdown
- −51.26%
- Sharpe ratio
- 0.81
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.93%
- 3M
- −1.78%
- 6M
- +15.03%
- YTD
- +8.50%
- 1Y
- +30.39%
- 3Y
- +25.28%
- 5Y
- +11.97%
- 10Y
- +24.90%
- 15Y
- +22.30%
- Since 2009
- +21.10%
Metrics
Since 2009| Volatility | 28.78% |
|---|---|
| Sortino ratio | 1.17 |
| Calmar ratio | 0.41 |
| Best year, 2020 | +149.45% |
| Worst year, 2022 | −42.39% |
| Positive years | 12 of 16 |
| Longest drawdown | 3.1 years |
Worst drawdowns
Since 2009| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −49.7% | Nov 2021 | Dec 2022 | Dec 2024 | 3.1 years |
| −33.3% | Dec 2024 | Apr 2025 | Dec 2025 | 1 year |
| −32.6% | Jul 2015 | Feb 2016 | Feb 2017 | 1.6 years |
| −29.4% | May 2011 | Oct 2011 | Jan 2013 | 1.7 years |
Annual returns
2009 from May 29 · 2026 through Oct 2