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Baron Global Advantage R6 (BGLUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.35+0.52 (+1.69%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.81%
5-Year Average Return3.93%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2024)79.47%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return79.47%
Worst 3-Yr Total Return-15.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGLUXCategory
YTD3.55%9.95%
1-Month0.62%2.98%
3-Month3.55%8.22%
1-Year18.83%40.81%
3-Year-13.50%19.17%
5-Year5.62%18.49%
10-Year9.30%11.83%
Last Bull Market31.26%21.12%
Last Bear Market-32.34%-20.34%

Annual Total Return (%) History

Year
BGLUXCategory
2024
N/AN/A
2023
25.54%N/A
2022
-51.56%N/A
2021
0.92%N/A
2020
79.47%32.67%
2019
45.43%30.40%
2018
-3.66%-7.79%
2017
49.89%30.22%
2016
N/A2.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.55%N/AN/AN/A
20239.40%6.41%-6.06%14.79%
2022-22.76%-32.34%1.74%-8.89%
2021-1.82%11.90%-4.91%-3.41%
2020-7.62%46.41%13.12%17.30%
201926.21%6.84%-3.92%12.25%
20186.93%5.53%-0.30%-14.37%
201717.09%7.88%7.99%9.88%
2016-7.22%N/AN/AN/A

Rank In Category (By Total Return)

YTD92
1-Month94
3-Month92
1-Year69
3-Year99
5-Year97

Load Adjusted Returns

1-Year18.83%
3-Year-13.50%
5-Year5.62%
10-Year9.30%