Sherie Connelly
BARON SMALL CAP FUND INSTITUTIONAL CLASS
Alpha 1 Year | 9.84 |
Alpha 10 Years | 2.56 |
Alpha 15 Years | 2.26 |
Alpha 3 Years | 3.84 |
Alpha 5 Years | 3.61 |
Average Gain 1 Year | 6.74 |
Average Gain 10 Years | 4.44 |
Average Gain 15 Years | 4.39 |
Average Gain 3 Years | 6.55 |
Average Gain 5 Years | 6.20 |
Average Loss 1 Year | -3.96 |
Average Loss 10 Years | -4.66 |
Average Loss 15 Years | -4.30 |
Average Loss 3 Years | -4.94 |
Average Loss 5 Years | -4.98 |
Batting Average 1 Year | 50.00 |
Batting Average 10 Years | 52.50 |
Batting Average 15 Years | 52.22 |
Batting Average 3 Years | 50.00 |
Batting Average 5 Years | 50.00 |
Beta 1 Year | 0.90 |
Beta 10 Years | 0.93 |
Beta 15 Years | 0.90 |
Beta 3 Years | 0.96 |
Beta 5 Years | 0.96 |
Capture Ratio Down 1 Year | 77.02 |
Capture Ratio Down 10 Years | 84.61 |
Capture Ratio Down 15 Years | 82.99 |
Capture Ratio Down 3 Years | 96.45 |
Capture Ratio Down 5 Years | 88.11 |
Capture Ratio Up 1 Year | 89.21 |
Capture Ratio Up 10 Years | 93.50 |
Capture Ratio Up 15 Years | 91.74 |
Capture Ratio Up 3 Years | 100.14 |
Capture Ratio Up 5 Years | 97.10 |
Correlation 1 Year | 95.66 |
Correlation 10 Years | 94.61 |
Correlation 15 Years | 94.86 |
Correlation 3 Years | 94.70 |
Correlation 5 Years | 94.47 |
High 1 Year | 36.57 |
Information Ratio 1 Year | 0.42 |
Information Ratio 10 Years | 0.26 |
Information Ratio 15 Years | 0.20 |
Information Ratio 3 Years | 0.18 |
Information Ratio 5 Years | 0.33 |
Low 1 Year | 27.10 |
Maximum Loss 1 Year | -13.25 |
Maximum Loss 10 Years | -35.32 |
Maximum Loss 15 Years | -35.32 |
Maximum Loss 3 Years | -35.32 |
Maximum Loss 5 Years | -35.32 |
Performance Current Year | 10.03 |
Performance since Inception | 1,300.82 |
Risk adjusted Return 10 Years | 3.28 |
Risk adjusted Return 3 Years | -9.06 |
Risk adjusted Return 5 Years | 0.59 |
Risk adjusted Return Since Inception | 0.00 |
R-Squared (R²) 1 Year | 91.51 |
R-Squared (R²) 10 Years | 89.51 |
R-Squared (R²) 15 Years | 89.99 |
R-Squared (R²) 3 Years | 89.68 |
R-Squared (R²) 5 Years | 89.25 |
Sortino Ratio 1 Year | 1.78 |
Sortino Ratio 10 Years | 0.76 |
Sortino Ratio 15 Years | 1.06 |
Sortino Ratio 3 Years | 0.00 |
Sortino Ratio 5 Years | 0.72 |
Tracking Error 1 Year | 7.70 |
Tracking Error 10 Years | 6.88 |
Tracking Error 15 Years | 6.40 |
Tracking Error 3 Years | 7.02 |
Tracking Error 5 Years | 8.24 |
Trailing Performance 1 Month | 5.18 |
Trailing Performance 1 Week | 2.89 |
Trailing Performance 1 Year | 16.06 |
Trailing Performance 10 Years | 177.37 |
Trailing Performance 2 Years | 27.44 |
Trailing Performance 3 Months | 6.70 |
Trailing Performance 3 Years | 0.34 |
Trailing Performance 4 Years | 41.48 |
Trailing Performance 5 Years | 63.80 |
Trailing Performance 6 Months | 10.64 |
Trailing Return 1 Month | 5.18 |
Trailing Return 1 Year | 16.06 |
Trailing Return 10 Years | 10.74 |
Trailing Return 15 Years | 12.93 |
Trailing Return 2 Months | 3.75 |
Trailing Return 2 Years | 12.89 |
Trailing Return 3 Months | 6.70 |
Trailing Return 3 Years | 0.11 |
Trailing Return 4 Years | 9.06 |
Trailing Return 5 Years | 10.37 |
Trailing Return 6 Months | 10.64 |
Trailing Return 6 Years | 9.74 |
Trailing Return 7 Years | 11.42 |
Trailing Return 8 Years | 12.69 |
Trailing Return 9 Months | 33.79 |
Trailing Return 9 Years | 10.78 |
Trailing Return Since Inception | 13.29 |
Trailing Return YTD - Year to Date | 10.03 |
Treynor Ratio 1 Year | 26.02 |
Treynor Ratio 10 Years | 9.37 |
Treynor Ratio 15 Years | 13.51 |
Treynor Ratio 3 Years | -2.87 |
Treynor Ratio 5 Years | 9.38 |
ncG1vNJzZmilkae4psDSZ5muq5mjsrS%2FyKeqopyVp3uku8xona6mlKh8o63RqKVmq52Wua15xa6lnWWZo8C1tdOuq6Knnpa5bq%2FLmqqsZaWofXeEkXBvcWhjZg%3D%3D