BFGIX - Baron Focused Growth Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return25.62%
5-Year Average Return10.82%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Oct 30, 2017)26.09%
Worst 1 Yr Total Return (Oct 30, 2017)-2.12%
Best 3-Yr Total Return26.09%
Worst 3-Yr Total Return0.45%

Trailing Returns (%) Vs. Benchmarks

ReturnBFGIXCategory
YTD25.62%19.84%
1-Month1.88%2.51%
3-Month5.56%5.60%
1-Year30.03%26.06%
3-Year8.27%8.94%
5-Year10.82%13.66%
10-Year0.00%6.81%
Last Bull Market22.74%26.77%
Last Bear Market-20.78%-21.64%

Annual Total Return (%) History

Year
BFGIXCategory
2017
N/AN/A
2016
0.97%6.03%
2015
-2.12%-0.95%
2014
2.55%7.00%
2013
26.09%34.93%
2012
16.17%14.07%
2011
-1.11%-3.96%
2010
25.39%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20178.55%10.07%3.20%N/A
2016-0.83%1.37%1.05%-0.60%
20153.48%3.16%-13.77%6.33%
2014-0.43%2.78%-4.15%4.53%
201311.01%-1.98%8.57%6.74%
20129.31%-7.21%8.27%5.78%
20117.19%-1.13%-18.06%13.88%
20105.52%-5.81%7.53%17.33%
200915.88%3.68%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month77
3-Month51
1-Year18
3-Year66
5-Year92

Load Adjusted Returns

1-Year30.03%
3-Year8.27%
5-Year10.82%
10-YearN/A