BGRIX - Baron Growth Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return27.35%
5-Year Average Return13.52%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Dec 30, 2017)38.69%
Worst 1 Yr Total Return (Dec 30, 2017)-4.06%
Best 3-Yr Total Return38.69%
Worst 3-Yr Total Return2.20%

Trailing Returns (%) Vs. Benchmarks

ReturnBGRIXCategory
YTD27.35%23.91%
1-Month-0.23%0.54%
3-Month5.35%6.02%
1-Year27.35%23.91%
3-Year9.11%9.40%
5-Year13.52%13.73%
10-Year8.55%7.67%
Last Bull Market23.33%26.89%
Last Bear Market-19.20%-21.73%

Annual Total Return (%) History

Year
BGRIXCategory
2017
27.35%23.91%
2016
6.31%6.03%
2015
-4.06%-0.95%
2014
4.66%7.00%
2013
38.69%34.93%
2012
16.74%14.07%
2011
1.51%-3.96%
2010
24.32%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201710.41%6.06%3.23%5.35%
20160.31%3.38%2.59%-0.08%
20154.75%-1.11%-8.66%1.40%
20140.26%0.59%-3.27%7.29%
201313.45%1.84%11.11%8.03%
20129.09%-1.21%6.07%2.12%
20119.45%0.59%-17.95%12.37%
20106.67%-6.84%8.29%15.52%
200913.43%6.00%N/AN/A

Rank In Category (By Total Return)

YTD25
1-Month84
3-Month69
1-Year25
3-Year56
5-Year56

Load Adjusted Returns

1-Year27.35%
3-Year9.11%
5-Year13.52%
10-Year8.55%