BPTRX
Baron Partners Fund Retail Shares
Mutual fund
$271.84+6.72 (+2.53%)Close Oct 2, 2026
Jan 31, 1992 – Oct 2, 2026, Dividends reinvested
- Final balance
- $1,564,710
- CAGR
- +15.69%
- Max drawdown
- −65.32%
- Sharpe ratio
- 0.65
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.91%
- 3M
- −1.84%
- 6M
- +14.89%
- YTD
- +8.29%
- 1Y
- +30.06%
- 3Y
- +24.96%
- 5Y
- +11.68%
- 10Y
- +24.56%
- 15Y
- +21.97%
- 20Y
- +15.51%
- 25Y
- +16.85%
- 30Y
- +14.72%
- Since 1992
- +15.69%
Metrics
Since 1992| Volatility | 28.61% |
|---|---|
| Sortino ratio | 0.95 |
| Calmar ratio | 0.24 |
| Best year, 2020 | +148.81% |
| Worst year, 2008 | −46.65% |
| Positive years | 26 of 33 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −65.3% | Oct 2007 | Mar 2009 | Feb 2013 | 5.4 years |
| −51.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −49.9% | Nov 2021 | Dec 2022 | Dec 2024 | 3.1 years |
| −48.9% | Apr 2000 | Feb 2003 | Nov 2004 | 4.5 years |
| −46.1% | Apr 1998 | Aug 1998 | Dec 1998 | 8 months |
Annual returns
1992 from Jan 31 · 2026 through Oct 2