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Baron Focused Growth Retail (BFGFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.42-0.01 (-0.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.80%
5-Year Average Return21.92%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Apr 24, 2024)122.21%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return122.21%
Worst 3-Yr Total Return0.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBFGFXCategory
YTD1.62%10.80%
1-Month0.60%4.43%
3-Month1.62%7.00%
1-Year13.20%48.17%
3-Year3.32%21.26%
5-Year23.23%20.18%
10-Year15.49%14.07%
Last Bull Market51.49%27.14%
Last Bear Market-19.97%-21.26%

Annual Total Return (%) History

Year
BFGFXCategory
2024
N/AN/A
2023
27.40%N/A
2022
-28.30%N/A
2021
18.83%N/A
2020
122.21%39.26%
2019
30.03%32.52%
2018
3.75%-6.65%
2017
26.36%23.91%
2016
0.67%6.03%
2015
-2.42%-0.95%
2014
2.35%7.00%
2013
25.69%34.93%
2012
15.96%14.07%
2011
-1.42%-3.96%
2010
25.17%24.61%
2009
33.77%39.11%
2008
N/A-43.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.62%N/AN/AN/A
202314.37%7.33%-5.35%9.66%
2022-8.09%-19.97%2.14%-4.57%
20210.02%2.37%4.78%10.76%
2020-16.80%40.62%43.62%32.24%
201912.14%0.96%-0.45%15.37%
20180.98%12.62%2.84%-11.28%
20178.53%10.01%3.18%2.58%
2016-0.92%1.31%0.99%-0.69%
20153.38%3.06%-13.79%6.24%
2014-0.43%2.66%-4.19%4.51%
201310.92%-2.08%8.51%6.64%
20129.27%-7.35%8.24%5.83%
20117.11%-1.23%-18.14%13.83%
20105.53%-5.94%7.55%17.25%
2009-7.02%19.90%15.88%3.55%
2008-6.90%-28.15%N/AN/A

Rank In Category (By Total Return)

YTD96
1-Month97
3-Month96
1-Year93
3-Year40
5-Year1

Load Adjusted Returns

1-Year13.20%
3-Year3.32%
5-Year23.23%
10-Year15.49%