Back to top
more

Baron Discovery Fund Retail Shares: (MF: BDFFX)

(NASDAQ Mutual Funds) As of Jul 23, 2021 08:00 PM ET

 Add to portfolio

$38.19 USD

+0.26 (0.69%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2021

Total Return %* Percentile Rank Objective
YTD 13.84 65
3 months 5.99 22
6 months 13.84 65
1 Year 69.56 18
3 Year 27.64 2
5 Year 30.18 1
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) NA

Load Adjusted Returns as of Jun 30, 2021

1 Year 69.56
5 Year 30.17
10 Year NA
Since Inception 21.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 7.40 5.99 NA NA
2020 -19.97 39.01 18.71 25.46
2019 19.59 1.03 -4.89 10.04
2018 -1.32 16.76 13.78 -23.39
2017 11.65 11.57 5.27 3.34
2016 -4.25 10.12 15.21 -0.07

Annual Return

20212020201920182017201620152014
% Total Return 13.8465.7026.460.4235.5221.40-14.7213.45
% Total Return Rel to Index -1.4047.30-5.024.8113.729.46-16.11-0.19
% Total Return Rel to Peer -3.2646.701.0311.1919.925.45-10.0010.77
% Perf Quintile vs Peer* 4.001.003.001.001.002.005.001.00
% Dividends 0.000.000.000.000.010.000.000.00
% Yield 0.000.000.000.000.030.000.000.00
Capital Gains ($) 0.001.060.031.500.000.260.000.00
Expense Ratio 1.311.351.351.351.351.351.351.35

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