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Baron Discovery Fund Retail Shares: (MF: BDFFX)

(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET

$34.07 USD

+0.39 (1.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 7.55 1
3 months 14.70 7
6 months 7.55 1
1 Year 29.55 1
3 Year 15.15 7
5 Year 8.99 67
10 Year 11.25 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2025

1 Year 29.55
5 Year 8.98
10 Year 11.26
Since Inception 12.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.22 14.70 NA NA
2024 4.50 -7.89 13.51 6.10
2023 11.16 3.46 -5.37 12.35
2022 -16.38 -22.71 -0.04 0.17
2021 7.40 5.99 -5.06 -3.17
2020 -19.97 39.01 18.71 25.46

Annual Return

20252024202320222021202020192018201720162015
% Total Return 7.5515.9422.27-35.294.6465.7026.460.4235.5221.40-14.72
% Total Return Rel to Index 1.35-9.07-3.96-17.09-24.0347.30-5.024.8113.729.46-16.11
% Total Return Rel to Peer 9.344.026.19-15.77-14.6746.701.0311.1919.925.45-10.00
% Perf Quintile vs Peer* 0.000.001.005.005.001.003.001.001.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.010.000.00
% Yield 0.000.000.000.000.000.000.000.000.030.000.00
Capital Gains ($) 0.000.000.000.001.301.060.031.500.000.260.00
Expense Ratio 1.321.321.331.321.311.351.351.351.351.351.35

* 1 = Top 20%, 5 = Bottom 20%