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Baron Growth R6 (BGRUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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98.00+0.68 (+0.70%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.06%
5-Year Average Return8.48%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)40.50%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return40.50%
Worst 3-Yr Total Return2.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGRUXCategory
YTD-5.07%10.80%
1-Month-10.04%4.43%
3-Month-5.89%7.00%
1-Year0.81%48.17%
3-Year-1.85%21.26%
5-Year8.07%20.18%
10-Year9.92%14.07%
Last Bull Market20.94%27.14%
Last Bear Market-18.69%-21.26%

Annual Total Return (%) History

Year
BGRUXCategory
2024
N/AN/A
2023
14.97%N/A
2022
-22.40%N/A
2021
20.14%N/A
2020
33.06%39.26%
2019
40.50%32.52%
2018
-2.67%-6.65%
2017
27.35%23.91%
2016
N/A6.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.52%N/AN/AN/A
20237.88%2.71%-3.66%7.70%
2022-13.33%-18.69%-1.61%11.93%
20210.94%7.79%3.64%6.55%
2020-22.30%27.47%10.93%21.11%
201921.67%7.02%-0.69%8.65%
20182.47%8.01%7.94%-18.53%
201710.39%6.08%3.21%5.37%
20163.38%2.58%-0.06%N/A

Rank In Category (By Total Return)

YTD96
1-Month97
3-Month100
1-Year98
3-Year52
5-Year59

Load Adjusted Returns

1-Year0.81%
3-Year-1.85%
5-Year8.07%
10-Year9.92%