BGRFX - Baron Growth Retail

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return20.64%
5-Year Average Return12.53%
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (Sep 29, 2017)38.32%
Worst 1 Yr Total Return (Sep 29, 2017)-39.18%
Best 3-Yr Total Return38.32%
Worst 3-Yr Total Return-9.19%

Trailing Returns (%) Vs. Benchmarks

ReturnBGRFXCategory
YTD20.64%16.84%
1-Month2.65%2.84%
3-Month3.16%4.63%
1-Year20.47%18.18%
3-Year9.49%9.13%
5-Year12.53%12.62%
10-Year7.48%6.92%
Last Bull Market23.17%26.83%
Last Bear Market-19.29%-21.70%

Annual Total Return (%) History

Year
BGRFXCategory
2017
N/AN/A
2016
6.04%6.03%
2015
-4.31%-0.95%
2014
4.40%7.00%
2013
38.32%34.93%
2012
16.43%14.07%
2011
1.24%-3.96%
2010
24.01%24.61%
2009
34.24%39.11%
2008
-39.18%-43.77%
2007
6.59%15.09%
2006
15.50%9.00%
2005
5.71%9.84%
2004
26.61%13.23%
2003
31.75%35.96%
2002
-12.29%-27.24%
2001
12.67%-19.98%
2000
-4.59%-4.78%
1999
44.71%60.49%
1998
0.10%18.76%
1997
31.07%17.98%
1996
27.72%18.11%
1995
52.54%34.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201710.34%5.99%3.16%N/A
20160.25%3.31%2.52%-0.14%
20154.68%-1.18%-8.71%1.33%
20140.19%0.52%-3.33%7.23%
201313.38%1.78%11.03%7.96%
20129.02%-1.28%5.99%2.06%
20119.37%0.52%-18.00%12.31%
20106.61%-6.90%8.22%15.46%
2009-7.40%20.76%13.34%5.92%
2008-10.34%1.34%-9.42%-26.10%
20072.77%4.06%2.27%-2.53%
200611.23%-3.88%-2.70%11.02%
20051.43%1.56%-0.56%3.20%
20047.28%1.68%0.67%15.29%
2003-2.49%17.96%5.53%8.55%
20024.53%-5.12%-11.37%-0.22%
2001-7.77%18.66%-13.82%19.47%
20001.37%-6.80%1.38%-0.39%
19997.56%17.46%-7.51%23.85%
19989.65%-4.44%-22.06%22.56%
1997-2.47%17.50%14.07%0.26%
199611.85%7.69%1.10%4.89%
199511.04%12.92%3.28%3.28%

Rank In Category (By Total Return)

YTD22
1-Month53
3-Month82
1-Year25
3-Year46
5-Year50

Load Adjusted Returns

1-Year20.47%
3-Year9.49%
5-Year12.53%
10-Year7.48%