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Baron Focused Growth Institutional (BFGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.80+0.43 (+1.15%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.76%
5-Year Average Return23.65%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (May 23, 2024)122.75%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return122.75%
Worst 3-Yr Total Return0.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBFGIXCategory
YTD-3.12%10.80%
1-Month-4.73%4.43%
3-Month-0.05%7.00%
1-Year10.02%48.17%
3-Year0.86%21.26%
5-Year21.81%20.18%
10-Year15.55%14.07%
Last Bull Market18.22%27.14%
Last Bear Market-19.91%-21.26%

Annual Total Return (%) History

Year
BFGIXCategory
2024
N/AN/A
2023
27.78%N/A
2022
-28.14%N/A
2021
19.16%N/A
2020
122.75%39.26%
2019
30.33%32.52%
2018
4.07%-6.65%
2017
26.59%23.91%
2016
0.97%6.03%
2015
-2.12%-0.95%
2014
2.55%7.00%
2013
26.09%34.93%
2012
16.17%14.07%
2011
-1.11%-3.96%
2010
25.39%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.68%N/AN/AN/A
202314.49%7.38%-5.29%9.74%
2022-8.03%-19.91%2.18%-4.52%
20210.11%2.42%4.86%10.83%
2020-16.74%40.67%43.70%32.35%
201912.14%1.10%-0.44%15.46%
20181.09%12.70%2.89%-11.21%
20178.55%10.07%3.20%2.67%
2016-0.83%1.37%1.05%-0.60%
20153.48%3.16%-13.77%6.33%
2014-0.43%2.78%-4.15%4.53%
201311.01%-1.98%8.57%6.74%
20129.31%-7.21%8.27%5.78%
20117.19%-1.13%-18.06%13.88%
20105.52%-5.81%7.53%17.33%
200915.88%3.68%N/AN/A

Rank In Category (By Total Return)

YTD89
1-Month11
3-Month88
1-Year88
3-Year24
5-Year1

Load Adjusted Returns

1-Year10.02%
3-Year0.86%
5-Year21.81%
10-Year15.55%