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Baron Opportunity Retail (BIOPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.80-0.07 (-0.18%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.98%
5-Year Average Return17.66%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (May 9, 2024)88.75%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return88.75%
Worst 3-Yr Total Return-1.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBIOPXCategory
YTD7.37%12.38%
1-Month-6.84%5.09%
3-Month4.61%10.28%
1-Year38.60%41.70%
3-Year-1.37%22.56%
5-Year16.68%21.98%
10-Year15.89%15.99%
Last Bull Market37.78%25.99%
Last Bear Market-27.02%-17.29%

Annual Total Return (%) History

Year
BIOPXCategory
2024
N/AN/A
2023
49.55%N/A
2022
-42.96%N/A
2021
12.01%N/A
2020
88.75%35.86%
2019
40.29%31.90%
2018
8.05%-2.09%
2017
40.51%27.67%
2016
-4.84%3.23%
2015
1.20%3.60%
2014
-1.67%10.00%
2013
37.55%33.92%
2012
13.69%15.34%
2011
-6.16%-2.46%
2010
25.43%15.53%
2009
61.80%35.68%
2008
-46.06%-40.67%
2007
21.10%13.35%
2006
12.14%7.05%
2005
7.05%6.71%
2004
25.59%7.81%
2003
73.80%28.66%
2002
-29.01%-27.64%
2001
-3.62%-22.30%
2000
N/A-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.25%N/AN/AN/A
202317.85%16.26%-5.11%15.03%
2022-16.08%-27.02%-2.41%-4.57%
20210.82%10.06%-2.09%3.10%
2020-6.73%39.66%17.86%22.95%
201921.35%6.11%-4.57%14.16%
20189.18%10.02%7.84%-16.58%
201715.01%11.44%3.35%6.08%
2016-7.81%3.32%6.44%-6.14%
20154.06%2.80%-12.16%7.70%
2014-0.87%0.15%-4.37%3.56%
20138.83%4.30%11.85%8.34%
201216.89%-6.81%5.69%-1.24%
20117.06%1.10%-17.97%5.69%
20104.69%-8.13%15.16%13.24%
20091.97%23.97%17.89%8.58%
2008-15.76%2.88%-13.46%-28.08%
20075.41%6.44%6.38%1.46%
20067.41%-6.13%2.55%8.46%
2005-10.79%5.19%7.51%6.11%
200411.20%-0.12%-5.60%19.79%
20034.33%31.80%13.29%11.57%
2002-6.31%-23.68%-13.37%14.60%
2001-21.38%37.87%-37.94%43.28%
2000-9.74%-1.57%-30.34%N/A

Rank In Category (By Total Return)

YTD42
1-Month97
3-Month33
1-Year6
3-Year91
5-Year9

Load Adjusted Returns

1-Year38.60%
3-Year-1.37%
5-Year16.68%
10-Year15.89%