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Money
Should you support your children at university or help them on to property ladder?
What parents should consider before making a financial decision
Baron Growth Retail (BGRFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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93.43
-1.44
(-1.52%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
23
Number of years down
6
Best 1-yr total return (27 May 2024)
40.14%
Worst 1-yr total return (27 May 2024)
N/A
Risk statistics
3 years
BGRFX
Category average
5 years
BGRFX
Category average
10 years
BGRFX
Category average
Alpha
-9.83
0.01
-5.48
0.01
-3.18
-0.02
BETA
1.09
0.01
1.12
0.01
1.12
0.01
Mean annual return
0
0.02
0.84
0.02
0.92
0.01
R-squared
83.85
0.82
83.85
0.79
81.81
0.8
Standard deviation
20.98
0.23
22.52
0.19
18.82
0.17
Sharpe ratio
-0.15
0.01
0.35
0.01
0.51
0.01
Treynor ratio
-4.78
0.18
5.01
0.17
7.3
0.12
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