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Baron Health Care Retail (BHCFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.67+0.13 (+0.67%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.74%
5-Year Average Return13.23%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (May 8, 2024)47.40%
Worst 1 Yr Total Return (May 8, 2024)N/A
Best 3-Yr Total Return47.40%
Worst 3-Yr Total Return0.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBHCFXCategory
YTD2.50%7.95%
1-Month-5.82%4.81%
3-Month0.42%7.18%
1-Year7.00%30.16%
3-Year-1.40%16.10%
5-Year12.91%15.71%
10-Year0.00%15.27%
Last Bull Market21.16%23.06%
Last Bear Market-10.00%-13.88%

Annual Total Return (%) History

Year
BHCFXCategory
2024
N/AN/A
2023
6.16%N/A
2022
-17.10%N/A
2021
15.46%N/A
2020
47.40%27.63%
2019
35.23%26.23%
2018
N/A-0.40%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.84%N/AN/AN/A
2023-3.79%9.22%-6.13%7.62%
2022-10.03%-10.00%-6.13%9.06%
20210.53%11.35%1.09%2.02%
2020-9.41%24.64%11.57%17.01%
201914.93%6.31%-6.11%17.87%
201810.59%-17.95%N/AN/A

Rank In Category (By Total Return)

YTD34
1-Month46
3-Month47
1-Year23
3-Year54
5-Year3

Load Adjusted Returns

1-Year7.00%
3-Year-1.40%
5-Year12.91%
10-YearN/A