# Baron Asset Instl (BARIX)

> Source: Nexqual · https://nexqual.com/BARIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Baron Asset Instl (BARIX), nexqual.com/BARIX" · informational, not investment advice.

**Price:** USD 102.61 (-0.25% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 102.87 · day 102.61–102.61 · 52w 87.09–111.01 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +13.8% vs S&P 500 +13.4%; 5Y +9.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +13.8% | +9.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +13.8% | +1.9% |
| Volatility (annualized) | 23.2% | 20.3% |
| Max drawdown | -16.7% (Jun 2026→Jul 2026) | -36.1% (Oct 2021→Jun 2022) |

## Peers
BGRIX (Baron Growth Fund Inst Shs) USD 70.91 -0.00% · BDFIX (Baron Discovery Fund Institutio) USD 37.15 -0.00% · BSFIX (Baron Small Cap Fund Inst Shs) USD 30.09 -0.00% · JVMIX (John Hancock Fds III Discipline) USD 31.68 -0.00% · TOLSX (DWS RREEF Global Infrastructure) USD 15.85 -0.00%

## More
Full page: https://nexqual.com/BARIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt