Ratings & Risk for BARON INVT FDS TR (BFTIX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Average
    		449
    5-Year Average Average
    		390
    10-Year — — — 278
    Overall Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 20.73 -0.44 -0.37
    5-Year 17.40 0.14 -0.08
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 92.19 1.10 -3.64
    3-Year 92.91 1.02 0.22
    5-Year 90.59 1.04 0.08
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009