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Baron Growth Fund: (MF: BGRFX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$93.08 USD
-0.92 (-0.98%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.45 | 63 |
| 3 months | 5.45 | 63 |
| 6 months | 13.49 | 94 |
| 1 Year | 12.16 | 90 |
| 3 Year | 3.61 | 41 |
| 5 Year | 11.40 | 18 |
| 10 Year | 10.52 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 129.90 |
| Bear Market (10/07 - 2/09) | -51.42 |
| Bull Market (2/09 - 3/21) | 772.64 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 12.16 |
| 5 Year | 11.40 |
| 10 Year | 10.52 |
| Since Inception | 13.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.45 | NA | NA | NA |
| 2023 | 7.82 | 2.64 | -3.72 | 7.62 |
| 2022 | -13.38 | -18.74 | -1.66 | 11.84 |
| 2021 | 0.87 | 7.72 | 3.56 | 6.48 |
| 2020 | -22.35 | 27.39 | 10.87 | 21.02 |
| 2019 | 21.59 | 6.95 | -0.75 | 8.57 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.45 | 14.67 | -22.59 | 19.84 | 32.72 | 40.13 | -2.92 | 27.03 | 6.04 | -4.30 | 4.39 |
| % Total Return Rel to Index | -5.10 | -11.56 | -4.39 | -8.84 | 14.31 | 8.64 | 1.47 | 5.23 | -5.89 | -5.69 | -9.24 |
| % Total Return Rel to Peer | -1.05 | -1.40 | -3.07 | 0.52 | 13.72 | 14.70 | 7.85 | 11.43 | -9.91 | 0.42 | 1.72 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 3.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.71 | 5.11 | 8.98 | 4.85 | 3.04 | 5.13 | 7.90 | 7.64 | 6.03 | 3.22 |
| Expense Ratio | 0.00 | 1.30 | 1.29 | 1.29 | 1.30 | 1.29 | 1.29 | 1.30 | 1.30 | 1.29 | 1.29 |
* 1 = Top 20%, 5 = Bottom 20%