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Baron Discovery Institutional (BDFIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.63-0.06 (-0.22%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.93%
5-Year Average Return6.94%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Apr 17, 2024)66.13%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return66.13%
Worst 3-Yr Total Return-5.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBDFIXCategory
YTD4.57%12.40%
1-Month0.21%3.37%
3-Month4.57%4.88%
1-Year15.27%55.69%
3-Year-6.72%19.34%
5-Year8.96%20.72%
10-Year10.55%13.98%
Last Bull Market42.69%27.85%
Last Bear Market-22.66%-24.06%

Annual Total Return (%) History

Year
BDFIXCategory
2024
N/AN/A
2023
22.58%N/A
2022
-35.12%N/A
2021
4.89%N/A
2020
66.13%38.62%
2019
26.85%27.68%
2018
0.64%-5.76%
2017
35.83%21.50%
2016
21.73%11.20%
2015
-14.53%-2.41%
2014
13.80%2.44%
2013
N/A40.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.57%N/AN/AN/A
202311.20%3.58%-5.36%12.44%
2022-16.30%-22.66%0.00%0.22%
20217.47%6.07%-5.02%-3.13%
2020-19.95%39.12%18.83%25.54%
201919.72%1.08%-4.84%10.16%
2018-1.26%16.82%13.83%-23.36%
201711.70%11.60%5.41%3.37%
2016-4.23%10.16%15.38%0.00%
20156.78%-1.69%-19.80%1.52%
20149.08%1.65%-9.51%13.41%
201316.70%N/AN/AN/A

Rank In Category (By Total Return)

YTD82
1-Month96
3-Month82
1-Year68
3-Year83
5-Year46

Load Adjusted Returns

1-Year15.27%
3-Year-6.72%
5-Year8.96%
10-Year10.55%