# Baron Partners Retail (BPTRX)

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

**Price:** USD 283.45 (-0.45% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 284.73 · day 283.45–283.45 · 52w 201.56–297.78 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +37.0% vs S&P 500 +13.4%; 5Y +45.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +37.0% | +45.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +37.2% | +7.8% |
| Volatility (annualized) | 30.9% | 32.0% |
| Max drawdown | -19.7% (Jun 2026→Jul 2026) | -47.8% (Nov 2021→Dec 2022) |

## Peers
BFGFX (Baron Focused Growth Fund Retai) USD 65.47 -0.00% · RYOCX (Rydex Series Trust - Nasdaq-100) USD 107.61 -0.00% · MERDX (Meridian Growth Fund) USD 29.44 -0.00% · ARKVX (ARK Venture Fund) USD 59.68 -0.00% · BIOPX (Baron Opportunity Fund Retail S) USD 60.48 +0.00%

## More
Full page: https://nexqual.com/BPTRX · 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

