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Baron Focused Growth R6 (BFGUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.26-0.53 (-1.40%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.87%
5-Year Average Return22.67%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (May 6, 2024)122.79%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return122.79%
Worst 3-Yr Total Return3.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBFGUXCategory
YTD-3.10%10.80%
1-Month-4.70%4.43%
3-Month-0.03%7.00%
1-Year10.04%48.17%
3-Year0.87%21.26%
5-Year21.82%20.18%
10-Year15.49%14.07%
Last Bull Market18.21%27.14%
Last Bear Market-19.92%-21.26%

Annual Total Return (%) History

Year
BFGUXCategory
2024
N/AN/A
2023
27.75%N/A
2022
-28.11%N/A
2021
19.15%N/A
2020
122.79%39.26%
2019
30.31%32.52%
2018
4.07%-6.65%
2017
26.67%23.91%
2016
N/A6.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.68%N/AN/AN/A
202314.48%7.38%-5.29%9.73%
2022-8.02%-19.92%2.21%-4.51%
20210.09%2.44%4.86%10.82%
2020-16.73%40.65%43.72%32.36%
201912.13%1.05%-0.38%15.45%
20181.08%12.63%2.95%-11.21%
20178.55%10.07%3.26%2.67%
2016-0.61%N/AN/AN/A

Rank In Category (By Total Return)

YTD88
1-Month10
3-Month88
1-Year87
3-Year23
5-Year1

Load Adjusted Returns

1-Year10.04%
3-Year0.87%
5-Year21.82%
10-Year15.49%