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Baron Global Advantage Fund (BGAFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.46+0.28 (+0.84%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.99%
5-Year Average Return4.74%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)79.01%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return79.01%
Worst 3-Yr Total Return-15.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGAFXCategory
YTD6.94%9.95%
1-Month6.87%2.98%
3-Month3.30%8.22%
1-Year15.19%40.81%
3-Year-15.96%19.17%
5-Year4.67%18.49%
10-Year8.87%11.83%
Last Bull Market28.04%21.12%
Last Bear Market-32.39%-20.34%

Annual Total Return (%) History

Year
BGAFXCategory
2024
N/AN/A
2023
25.26%N/A
2022
-51.69%N/A
2021
0.66%N/A
2020
79.01%32.67%
2019
45.07%30.40%
2018
-3.89%-7.79%
2017
49.60%30.22%
2016
-1.15%2.42%
2015
-1.72%1.26%
2014
5.11%2.65%
2013
29.78%26.44%
2012
N/A18.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.52%3.30%N/AN/A
20239.34%6.34%-6.11%14.72%
2022-22.81%-32.39%1.67%-8.95%
2021-1.89%11.83%-4.95%-3.47%
2020-7.67%46.30%13.04%17.24%
201926.10%6.78%-3.94%12.16%
20186.81%5.55%-0.39%-14.42%
201717.02%7.89%7.89%9.82%
2016-4.96%0.98%11.01%-7.22%
20152.54%3.16%-18.31%13.74%
20141.04%5.05%-2.02%1.07%
20132.02%0.28%12.49%12.77%
20127.42%5.69%N/AN/A

Rank In Category (By Total Return)

YTD75
1-Month1
3-Month31
1-Year68
3-Year97
5-Year97

Load Adjusted Returns

1-Year15.19%
3-Year-15.96%
5-Year4.67%
10-Year8.87%