BPTUX
Baron Partners Fund R6 Shares
Mutual fund
$285.60+7.06 (+2.53%)Close Oct 2, 2026
Aug 31, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $90,044
- CAGR
- +24.35%
- Max drawdown
- −51.26%
- Sharpe ratio
- 0.83
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.93%
- 3M
- −1.78%
- 6M
- +15.03%
- YTD
- +8.49%
- 1Y
- +30.38%
- 3Y
- +25.28%
- 5Y
- +11.96%
- 10Y
- +24.88%
- Since 2016
- +24.35%
Metrics
Since 2016| Volatility | 32.99% |
|---|---|
| Sortino ratio | 1.21 |
| Calmar ratio | 0.47 |
| Best year, 2020 | +149.44% |
| Worst year, 2022 | −42.39% |
| Positive years | 7 of 9 |
| Longest drawdown | 3.1 years |
Worst drawdowns
Since 2016| 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 |
| −28.2% | Aug 2018 | Dec 2018 | Jul 2019 | 10 months |
| −19.6% | Jun 2026 | Jul 2026 | Not yet | 4 months so far |
Annual returns
2016 from Aug 31 · 2026 through Oct 2