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Baron Growth Retail (BGRFX)

67.59 Up 0.61(0.91%) Jul 22

Performance Overview as of Jun 29, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:3.57%
5-Year Average Return:8.94%
Number of Years Up:17
Number of Years Down:4
Best 1 Yr Total Return (2013-12-31):38.32%
Worst 1 Yr Total Return (2008-12-31):-39.18%
Best 3-Yr Total Return (N/A):20.81%
Worst 3-Yr Total Return (N/A):-9.19%
Load Adjusted Returns 
1-Year:-4.19%
3-Year:7.44%
5-Year:8.94%
10-Year:7.00%
Trailing Returns (%) vs. Benchmarks 
ReturnBGRFXCategoryDiffIndex*Diff
Year To Date3.57N/AN/AN/AN/A
1-Month0.43N/AN/AN/AN/A
3-Month3.31N/AN/AN/AN/A
1-Year-4.19N/AN/AN/AN/A
3-Year7.44N/AN/AN/AN/A
5-Year8.94N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)23.17N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-19.29N/AN/AN/AN/A
Annual Total Return (%) History () 
YearBGRFXCategoryDiff
2016N/AN/AN/A
2015
 
-4.31N/AN/A
2014
 
4.40N/AN/A
2013
 
38.32N/AN/A
2012
 
16.43N/AN/A
2011
 
1.24N/AN/A
2010
 
24.01N/AN/A
2009
 
34.24N/AN/A
2008
 
-39.18N/AN/A
2007
 
6.59N/AN/A
2006
 
15.50N/AN/A
2005
 
5.71N/AN/A
2004
 
26.61N/AN/A
2003
 
31.75N/AN/A
2002
 
-12.29N/AN/A
2001
 
12.67N/AN/A
2000
 
-4.59N/AN/A
1999
 
44.71N/AN/A
1998
 
0.10N/AN/A
1997
 
31.07N/AN/A
1996
 
27.72N/AN/A
1995
 
52.54N/AN/A
Past Quarterly Returns (%) for BGRFX 
Q1Q2Q3Q4
20160.253.31N/AN/A
20154.68-1.18-8.711.33
20140.190.52-3.337.23
201313.381.7811.037.96
20129.02-1.285.992.06
20119.370.52-18.0012.31
20106.61-6.908.2215.46
2009-7.4020.7613.345.92
2008-10.341.34-9.42-26.10
20072.774.062.27-2.53
200611.23-3.88-2.7011.02
20051.431.56-0.563.20
20047.281.680.6715.29
2003-2.4917.965.538.55
20024.53-5.12-11.37-0.22
2001-7.7718.66-13.8219.47
20001.37-6.801.38-0.39
19997.5617.46-7.5123.85
19989.65-4.44-22.0622.56
1997-2.4717.5014.070.26
199611.857.691.104.89
199511.0412.923.283.28
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date15N/A
1-Month17N/A
3-Month20N/A
6-Month15N/A
1-Year32N/A
3-Year64N/A
5-Year35N/A