BGAIX - Baron Global Advantage Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return49.82%
5-Year Average Return14.91%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)49.82%
Worst 1 Yr Total Return (Dec 30, 2017)-1.51%
Best 3-Yr Total Return49.82%
Worst 3-Yr Total Return0.91%

Trailing Returns (%) Vs. Benchmarks

ReturnBGAIXCategory
YTD49.82%23.61%
1-Month3.59%1.25%
3-Month9.89%4.98%
1-Year49.82%23.61%
3-Year13.49%8.89%
5-Year14.91%10.76%
10-Year0.00%4.80%
Last Bull Market0.00%18.62%
Last Bear Market0.00%-20.15%

Annual Total Return (%) History

Year
BGAIXCategory
2017
49.82%23.61%
2016
-0.93%5.54%
2015
-1.51%-1.69%
2014
5.32%2.79%
2013
30.13%25.19%
2012
N/A15.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201717.02%7.89%8.00%9.89%
2016-4.93%1.05%11.08%-7.16%
20152.52%3.28%-18.28%13.82%
20141.18%5.03%-1.94%1.06%
20132.11%0.38%12.55%12.81%
20127.52%5.68%N/AN/A

Rank In Category (By Total Return)

YTD1
1-Month1
3-Month1
1-Year1
3-Year5
5-Year4

Load Adjusted Returns

1-Year49.82%
3-Year13.49%
5-Year14.91%
10-YearN/A