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Baron FinTech Retail (BFINX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.36+0.09 (+0.63%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.99%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (May 30, 2024)46.90%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return46.90%
Worst 3-Yr Total Return-0.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBFINXCategory
YTD-0.64%12.31%
1-Month-6.55%6.23%
3-Month-2.64%8.63%
1-Year20.29%53.90%
3-Year-3.26%27.50%
5-Year0.00%28.80%
10-Year0.00%18.74%
Last Bull Market25.80%24.03%
Last Bear Market-22.51%-20.41%

Annual Total Return (%) History

Year
BFINXCategory
2024
N/AN/A
2023
26.96%N/A
2022
-33.46%N/A
2021
15.04%N/A
2020
46.90%55.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.32%N/AN/AN/A
20234.78%5.25%1.14%13.82%
2022-16.69%-22.51%-1.76%4.92%
2021-1.36%16.70%2.66%-2.65%
2020-12.50%31.89%12.05%13.61%

Rank In Category (By Total Return)

YTD70
1-Month76
3-Month84
1-Year78
3-Year68
5-YearN/A

Load Adjusted Returns

1-Year20.29%
3-Year-3.26%
5-YearN/A
10-YearN/A