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Baron Emerging Markets Retail (BEXFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.11+0.04 (+0.28%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.51%
5-Year Average Return0.94%
Number of Years Up8
Number of Years Down5
Best 1 Yr Total Return (Mar 13, 2024)40.34%
Worst 1 Yr Total Return (Mar 13, 2024)N/A
Best 3-Yr Total Return40.34%
Worst 3-Yr Total Return-9.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBEXFXCategory
YTD-0.72%8.73%
1-Month3.98%1.20%
3-Month2.81%5.47%
1-Year7.76%41.79%
3-Year-10.37%11.48%
5-Year0.70%12.18%
10-Year1.99%4.39%
Last Bull Market19.20%17.73%
Last Bear Market-10.38%-25.55%

Annual Total Return (%) History

Year
BEXFXCategory
2023
8.03%N/A
2022
-26.04%N/A
2021
-6.26%N/A
2020
28.87%17.90%
2019
18.48%19.25%
2018
-18.67%-16.07%
2017
40.34%34.17%
2016
3.75%8.47%
2015
-11.16%-13.79%
2014
3.47%-3.01%
2013
14.71%-0.14%
2012
22.98%18.15%
2011
-17.20%-19.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.63%3.76%-5.00%6.80%
2022-14.16%-10.38%-11.36%8.46%
2021-0.21%4.81%-6.50%-4.13%
2020-25.07%26.56%12.89%20.37%
201911.81%0.29%-3.42%9.41%
20180.78%-9.45%-5.00%-6.19%
201712.97%6.39%10.07%6.09%
20160.76%4.69%7.26%-8.31%
2015-0.42%0.76%-14.31%3.33%
20141.73%6.56%-4.80%0.25%
20132.29%-1.65%8.79%4.81%
201215.34%-7.33%12.54%2.24%
2011-1.30%0.51%-16.43%-0.12%

Rank In Category (By Total Return)

YTD76
1-Month68
3-Month80
1-Year69
3-Year85
5-Year83

Load Adjusted Returns

1-Year7.76%
3-Year-10.37%
5-Year0.70%
10-Year1.99%