Nasdaq - Delayed Quote • USD
Baron Discovery Retail (BDFFX)
At close: 8:01 PM EDT
Fund Summary
The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 65.71% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -4.99% |
| 5y Average Return | 6.67% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BDFFX | Category Average | BDFFX | Category Average | BDFFX | Category Average | |
| Alpha | -17.61 | -0.02 | -6.24 | 0.01 | -3.22 | -0.02 |
| BETA | 1.1 | 0.01 | 1.16 | 0.01 | 1.19 | 0.01 |
| Mean Annual Return | -0.35 | 0.02 | 0.97 | 0.02 | 1.04 | 0.01 |
| R-squared | 62.45 | 0.78 | 67.38 | 0.73 | 62.07 | 0.73 |
| Standard Deviation | 24.5 | 0.26 | 25.86 | 0.21 | 22.91 | 0.19 |
| Sharpe Ratio | -0.29 | 0.01 | 0.37 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | -9.03 | 0.15 | 5.63 | 0.17 | 7.38 | 0.11 |
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