Performance analysis of BROL (Baron Risk Optimized Large Cap)
Annual Return
Since May 27, 2026, BROL has had an average annual return of +1.73%, outperforming the benchmark SPY, which returned +1.21% annual.
| 2026 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.15% | +0.57% | +1.73% |
Drawdown analysis of BROL (Baron Risk Optimized Large Cap)
The maximum drawdown for the BROL was -0.36%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current BROL drawdown is -0.36%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.36% | Jun 1, 2026 | 1 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |