Nasdaq - Delayed Quote USD

Baron Partners Institutional (BPTIX)

189.95
+3.31
+(1.77%)
As of 8:09:10 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -15.06%
5y Average Return 25.81%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (May 7, 2025) 149.18%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 149.18%
Worst 3Y Total Return 2.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BPTIX
Category
YTD
-16.18%
12.38%
1-Month
1.44%
5.09%
3-Month
-17.97%
10.28%
1-Year
26.67%
41.70%
3-Year
5.58%
22.56%
5-Year
25.41%
21.98%
10-Year
18.91%
15.99%
Last Bull Market
35.62%
25.99%
Last Bear Market
-30.55%
-17.29%

Annual Total Return (%) History

Year
BPTIX
Category
2025
--
--
2024
33.08%
--
2023
43.47%
--
2022
-42.41%
--
2021
31.73%
--
2020
149.18%
35.86%
2019
45.38%
31.90%
2018
-1.75%
-2.09%

2017
31.91%
27.67%
2016
4.29%
3.23%
2015
-2.43%
3.60%
2014
10.56%
10.00%
2013
48.02%
33.92%
2012
16.70%
15.34%
2011
-5.52%
-2.46%
2010
31.93%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -17.37% -- -- --
2024 -9.01% 1.02% 13.94% 27.05%
2023 23.41% 15.54% -7.17% 8.39%
2022 -5.84% -30.55% 10.00% -19.94%
2021 -0.38% 4.83% 5.52% 19.54%
2020 -20.70% 49.47% 47.15% 42.87%
2019 16.80% 7.50% -1.66% 17.74%
2018 3.50% 11.60% 2.14% -16.72%
2017 12.15% 14.69% 1.40% 1.14%
2016 -2.66% 3.27% 3.71% 0.03%

2015 2.63% 3.29% -10.51% 2.84%
2014 5.46% 4.47% -4.76% 5.37%
2013 18.74% 1.89% 11.07% 10.16%
2012 13.99% -6.47% 6.63% 2.66%
2011 7.16% -1.31% -21.68% 14.07%
2010 10.03% -8.76% 11.51% 17.86%
2009 17.40% 5.03% -- --

Rank in Category (By Total Return)

YTD 100
1-Month 55
3-Month 100
1-Year 2
3-Year 98
5-Year 1

Load Adjusted Returns

1-Year 26.67%
3-Year 5.58%
5-Year 25.41%
10-Year 18.91%

Performance & Risk

YTD Return -15.06%
5y Average Return 25.81%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.36
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Baron Capital Group, Inc.
Net Assets 6.66B
YTD Return -16.18%
Yield 0.00%
Morningstar Rating
Inception Date Apr 30, 2003

Fund Summary

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.

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