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Baron Growth Fund Retail Shares (BGRFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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109.85-2.27 (-2.02%)
As of 08:01PM EST. Market open.
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return12.26%
5-Year Average Return9.24%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)40.14%
Worst 1 Yr Total Return (Feb 3, 2019)-39.18%
Best 3-Yr Total Return40.14%
Worst 3-Yr Total Return-9.19%

Trailing Returns (%) Vs. Benchmarks

ReturnBGRFXCategory
YTD15.68%6.24%
1-Month-4.65%-2.09%
3-Month-1.52%1.65%
1-Year23.03%46.40%
3-Year23.65%19.80%
5-Year18.25%19.05%
10-Year16.25%13.43%
Last Bull Market23.17%27.17%
Last Bear Market-19.29%-21.27%

Annual Total Return (%) History

Year
BGRFXCategory
2021
N/AN/A
2020
32.72%39.26%
2019
40.14%32.52%
2018
-2.92%-6.65%
2017
27.04%23.91%
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
20210.87%7.73%3.56%N/A
2020-22.36%27.39%10.87%21.02%
201921.60%6.95%-0.75%8.58%
20182.41%7.94%7.86%-18.58%
201710.34%5.99%3.16%5.30%
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)

YTD66
1-Month73
3-Month43
1-Year47
3-Year45
5-Year35

Load Adjusted Returns

1-Year45.81%
3-Year21.08%
5-Year20.61%
10-Year14.63%
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